DWM
Doyle Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $44.6M | Sell |
322,887
-1,261
| -0.4% | -$174K | 3.83% | 2 |
|
|
2022
Q2 | $44.3M | Buy |
324,148
+633
| +0.2% | +$86.5K | 3.58% | 4 |
|
|
2022
Q1 | $56.5M | Buy |
323,515
+8,692
| +3% | +$1.52M | 4.07% | 2 |
|
|
2021
Q4 | $55.9M | Buy |
314,823
+59
| +0% | +$10.5K | 4.01% | 2 |
|
|
2021
Q3 | $44.5M | Sell |
314,764
-10,697
| -3% | -$1.51M | 3.54% | 2 |
|
|
2021
Q2 | $44.6M | Buy |
325,461
+5,755
| +2% | +$788K | 3.7% | 2 |
|
|
2021
Q1 | $39.1M | Sell |
319,706
-3,519
| -1% | -$430K | 3.74% | 2 |
|
|
2020
Q4 | $42.9M | Buy |
323,225
+2,169
| +0.7% | +$288K | 4.36% | 1 |
|
|
2020
Q3 | $37.2M | Buy |
321,056
+239,143
| +292% | +$27.7M | 4.32% | 2 |
|
|
2020
Q2 | $29.9M | Buy |
81,913
+10,239
| +14% | +$3.74M | 3.94% | 2 |
|
|
2020
Q1 | $18.2M | Buy |
71,674
+6,294
| +10% | +$1.6M | 2.9% | 5 |
|
|
2019
Q4 | $19.2M | Buy |
65,380
+4,509
| +7% | +$1.32M | 2.4% | 11 |
|
|
2019
Q3 | $13.6M | Buy |
60,871
+450
| +0.7% | +$101K | 1.88% | 19 |
|
|
2019
Q2 | $12M | Sell |
60,421
-439
| -0.7% | -$86.9K | 1.65% | 26 |
|
|
2019
Q1 | $12M | Buy |
60,860
+32,283
| +113% | +$6.37M | 1.75% | 22 |
|
|
2018
Q4 | $4.51M | Sell |
28,577
-591
| -2% | -$93.2K | 0.76% | 42 |
|
|
2018
Q3 | $6.58M | Buy |
29,168
+835
| +3% | +$188K | 1.02% | 39 |
|
|
2018
Q2 | $5.25M | Buy |
28,333
+3,865
| +16% | +$715K | 0.87% | 42 |
|
|
2018
Q1 | $4.11M | Sell |
24,468
-2,448
| -9% | -$411K | 0.69% | 43 |
|
|
2017
Q4 | $4.56M | Buy |
26,916
+428
| +2% | +$72.4K | 0.77% | 41 |
|
|
2017
Q3 | $4.08M | Buy |
26,488
+5,520
| +26% | +$851K | 0.71% | 45 |
|
|
2017
Q2 | $3.02M | Sell |
20,968
-81
| -0.4% | -$11.7K | 0.56% | 45 |
|
|
2017
Q1 | $3.02M | Buy |
+21,049
| New | +$3.02M | 0.62% | 46 |
|