DWMS
Dominguez Wealth Management Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
73,168
-15
| -0% | -$3.08K | 10.42% | 2 |
|
|
2025
Q1 | $16.3M | Buy |
73,183
+162
| +0.2% | +$36K | 11.91% | 2 |
|
|
2024
Q4 | $18.3M | Buy |
73,021
+115
| +0.2% | +$28.8K | 13.34% | 2 |
|
|
2024
Q3 | $17M | Sell |
72,906
-32
| -0% | -$7.46K | 12.3% | 1 |
|
|
2024
Q2 | $15.4M | Sell |
72,938
-48
| -0.1% | -$10.1K | 11.57% | 2 |
|
|
2024
Q1 | $12.5M | Sell |
72,986
-88
| -0.1% | -$15.1K | 9.85% | 4 |
|
|
2023
Q4 | $14.1M | Sell |
73,074
-609
| -0.8% | -$117K | 11.67% | 1 |
|
|
2023
Q3 | $12.6M | Buy |
73,683
+14
| +0% | +$2.4K | 11.65% | 2 |
|
|
2023
Q2 | $14.3M | Sell |
73,669
-63
| -0.1% | -$12.2K | 12.49% | 2 |
|
|
2023
Q1 | $12.2M | Buy |
73,732
+3,881
| +6% | +$640K | 11.15% | 2 |
|
|
2022
Q4 | $9.08M | Buy |
+69,851
| New | +$9.08M | 9.02% | 2 |
|