DWM
Drive Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
67,581
-257
| -0.4% | -$52.7K | 3.04% | 4 |
|
|
2025
Q1 | $15.1M | Buy |
67,838
+1,578
| +2% | +$351K | 3.54% | 4 |
|
|
2024
Q4 | $16.6M | Buy |
66,260
+2,762
| +4% | +$692K | 4.07% | 3 |
|
|
2024
Q3 | $14.8M | Buy |
63,498
+687
| +1% | +$160K | 3.85% | 4 |
|
|
2024
Q2 | $13.2M | Buy |
62,811
+2,648
| +4% | +$558K | 3.57% | 4 |
|
|
2024
Q1 | $10.3M | Sell |
60,163
-587
| -1% | -$101K | 2.89% | 5 |
|
|
2023
Q4 | $11.7M | Sell |
60,750
-217
| -0.4% | -$41.8K | 3.77% | 4 |
|
|
2023
Q3 | $10.4M | Sell |
60,967
-5,088
| -8% | -$871K | 3.81% | 3 |
|
|
2023
Q2 | $12.8M | Buy |
66,055
+5,670
| +9% | +$1.1M | 4.75% | 2 |
|
|
2023
Q1 | $9.96M | Buy |
60,385
+20,836
| +53% | +$3.44M | 4.17% | 2 |
|
|
2022
Q4 | $5.14M | Buy |
39,549
+16,727
| +73% | +$2.17M | 2.57% | 7 |
|
|
2022
Q3 | $3.15M | Buy |
22,822
+7,031
| +45% | +$972K | 3% | 4 |
|
|
2022
Q2 | $2.16M | Buy |
15,791
+3,699
| +31% | +$506K | 1.97% | 7 |
|
|
2022
Q1 | $2.11M | Buy |
12,092
+3,043
| +34% | +$531K | 1.78% | 9 |
|
|
2021
Q4 | $1.61M | Buy |
+9,049
| New | +$1.61M | 1.41% | 12 |
|