DWAM
Duncan Williams Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
55,656
-1,645
| -3% | -$338K | 3.6% | 4 |
|
|
2025
Q1 | $12.7M | Sell |
57,301
-601
| -1% | -$134K | 4.6% | 4 |
|
|
2024
Q4 | $14.5M | Buy |
57,902
+24,539
| +74% | +$6.15M | 5.71% | 3 |
|
|
2024
Q3 | $7.77M | Buy |
33,363
+21,755
| +187% | +$5.07M | 4.28% | 4 |
|
|
2024
Q2 | $2.44M | Buy |
11,608
+169
| +1% | +$35.6K | 2.06% | 7 |
|
|
2024
Q1 | $1.96M | Buy |
+11,439
| New | +$1.96M | 1.77% | 9 |
|