DWS
Dynamic Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
2,814
-16
| -0.6% | -$3.28K | 0.42% | 34 |
|
|
2025
Q1 | $629K | Sell |
2,830
-54
| -2% | -$12K | 0.52% | 31 |
|
|
2024
Q4 | $722K | Sell |
2,884
-6
| -0.2% | -$1.5K | 0.64% | 27 |
|
|
2024
Q3 | $673K | Sell |
2,890
-5
| -0.2% | -$1.16K | 0.55% | 26 |
|
|
2024
Q2 | $610K | Buy |
2,895
+8
| +0.3% | +$1.69K | 0.52% | 30 |
|
|
2024
Q1 | $495K | Buy |
2,887
+171
| +6% | +$29.3K | 0.42% | 32 |
|
|
2023
Q4 | $523K | Buy |
+2,716
| New | +$523K | 0.48% | 30 |
|