DWM
Dopkins Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Hold |
12,987
| – | – | 1.2% | 20 |
|
|
2025
Q1 | $2.88M | Buy |
12,987
+28
| +0.2% | +$6.22K | 1.47% | 14 |
|
|
2024
Q4 | $3.25M | Buy |
12,959
+2,359
| +22% | +$591K | 1.65% | 13 |
|
|
2024
Q3 | $2.47M | Sell |
10,600
-4,661
| -31% | -$1.09M | 1.99% | 13 |
|
|
2024
Q2 | $3.21M | Buy |
15,261
+302
| +2% | +$63.6K | 1.95% | 12 |
|
|
2024
Q1 | $2.57M | Buy |
14,959
+5,219
| +54% | +$895K | 1.54% | 13 |
|
|
2023
Q4 | $1.88M | Sell |
9,740
-3,219
| -25% | -$620K | 1.46% | 13 |
|
|
2023
Q3 | $2.22M | Buy |
12,959
+3,219
| +33% | +$551K | 1.68% | 13 |
|
|
2023
Q2 | $1.89M | Hold |
9,740
| – | – | 1.68% | 13 |
|
|
2023
Q1 | $1.61M | Buy |
9,740
+28
| +0.3% | +$4.62K | 1.5% | 14 |
|
|
2022
Q4 | $1.26M | Hold |
9,712
| – | – | 1.11% | 16 |
|
|
2022
Q3 | $1.34M | Buy |
9,712
+25
| +0.3% | +$3.45K | 1.5% | 11 |
|
|
2022
Q2 | $1.32M | Hold |
9,687
| – | – | 1.43% | 11 |
|
|
2022
Q1 | $1.69M | Sell |
9,687
-420
| -4% | -$73.3K | 1.84% | 9 |
|
|
2021
Q4 | $1.8M | Buy |
+10,107
| New | +$1.8M | 1.77% | 10 |
|