EWM
Edge Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8M | Sell |
183,912
-2,065
| -1% | -$424K | 7.28% | 2 |
|
|
2025
Q1 | $41.3M | Buy |
185,977
+80
| +0% | +$17.8K | 8.38% | 1 |
|
|
2024
Q4 | $46.6M | Sell |
185,897
-5,423
| -3% | -$1.36M | 9.42% | 1 |
|
|
2024
Q3 | $44.6M | Sell |
191,320
-1,372
| -0.7% | -$320K | 8.94% | 1 |
|
|
2024
Q2 | $40.6M | Sell |
192,692
-3,191
| -2% | -$672K | 8.55% | 2 |
|
|
2024
Q1 | $33.6M | Sell |
195,883
-567
| -0.3% | -$97.2K | 7.06% | 3 |
|
|
2023
Q4 | $37.8M | Sell |
196,450
-3,368
| -2% | -$648K | 8.27% | 2 |
|
|
2023
Q3 | $34.2M | Sell |
199,818
-1,866
| -0.9% | -$319K | 8% | 2 |
|
|
2023
Q2 | $39.1M | Buy |
201,684
+2,466
| +1% | +$478K | 8.54% | 2 |
|
|
2023
Q1 | $32.9M | Sell |
199,218
-5,434
| -3% | -$896K | 7.53% | 3 |
|
|
2022
Q4 | $26.3M | Sell |
204,652
-23,211
| -10% | -$2.98M | 6.1% | 3 |
|
|
2022
Q3 | $32M | Buy |
227,863
+2,799
| +1% | +$393K | 7.08% | 3 |
|
|
2022
Q2 | $30.8M | Sell |
225,064
-1,653
| -0.7% | -$226K | 6.65% | 3 |
|
|
2022
Q1 | $39.6M | Buy |
226,717
+128
| +0.1% | +$22.4K | 7.8% | 2 |
|
|
2021
Q4 | $40.2M | Buy |
226,589
+4,924
| +2% | +$874K | 7.36% | 2 |
|
|
2021
Q3 | $31.4M | Buy |
221,665
+10,928
| +5% | +$1.55M | 6.12% | 2 |
|
|
2021
Q2 | $28.9M | Sell |
210,737
-832
| -0.4% | -$114K | 5.87% | 2 |
|
|
2021
Q1 | $25.8M | Sell |
211,569
-2,972
| -1% | -$363K | 5.49% | 2 |
|
|
2020
Q4 | $28.5M | Sell |
214,541
-47,206
| -18% | -$6.28M | 6.48% | 2 |
|
|
2020
Q3 | $30.3M | Buy |
261,747
+183,226
| +233% | +$21.2M | 6.98% | 2 |
|
|
2020
Q2 | $28.6M | Sell |
78,521
-2,724
| -3% | -$994K | 5.43% | 2 |
|
|
2020
Q1 | $20.9M | Sell |
81,245
-8,031
| -9% | -$2.06M | 4.53% | 3 |
|
|
2019
Q4 | $26.1M | Sell |
89,276
-1,530
| -2% | -$447K | 5.22% | 1 |
|
|
2019
Q3 | $20.3M | Sell |
90,806
-4,731
| -5% | -$1.06M | 4.68% | 2 |
|
|
2019
Q2 | $18.9M | Sell |
95,537
-6,146
| -6% | -$1.22M | 4.19% | 4 |
|
|
2019
Q1 | $19.3M | Sell |
101,683
-3,100
| -3% | -$588K | 4.76% | 2 |
|
|
2018
Q4 | $16.5M | Buy |
104,783
+17,524
| +20% | +$2.76M | 4.66% | 2 |
|
|
2018
Q3 | $19.7M | Sell |
87,259
-16
| -0% | -$3.61K | 4.73% | 2 |
|
|
2018
Q2 | $16.2M | Sell |
87,275
-2,321
| -3% | -$430K | 4.11% | 3 |
|
|
2018
Q1 | $15M | Sell |
89,596
-11,216
| -11% | -$1.88M | 3.99% | 4 |
|
|
2017
Q4 | $17.1M | Sell |
100,812
-1,564
| -2% | -$266K | 4.85% | 1 |
|
|
2017
Q3 | $15.7M | Sell |
102,376
-5,451
| -5% | -$838K | 4.76% | 2 |
|
|
2017
Q2 | $15.6M | Sell |
107,827
-1,772
| -2% | -$256K | 4.91% | 1 |
|
|
2017
Q1 | $15.8M | Sell |
109,599
-2,485
| -2% | -$357K | 5.47% | 1 |
|
|
2016
Q4 | $13M | Sell |
112,084
-2,866
| -2% | -$332K | 4.92% | 3 |
|
|
2016
Q3 | $12.7M | Sell |
114,950
-6,244
| -5% | -$692K | 5.42% | 2 |
|
|
2016
Q2 | $11.6M | Buy |
121,194
+29,047
| +32% | +$2.78M | 4.83% | 2 |
|
|
2016
Q1 | $10M | Buy |
92,147
+59,630
| +183% | +$6.5M | 4.56% | 1 |
|
|
2015
Q4 | $3.42M | Buy |
32,517
+1,024
| +3% | +$108K | 1.29% | 29 |
|
|
2015
Q3 | $3.44M | Buy |
31,493
+3,860
| +14% | +$422K | 1.3% | 28 |
|
|
2015
Q2 | $3.47M | Buy |
27,633
+3,583
| +15% | +$450K | 1.19% | 29 |
|
|
2015
Q1 | $3.01M | Buy |
24,050
+102
| +0.4% | +$12.8K | 1.01% | 30 |
|
|
2014
Q4 | $2.65M | Sell |
23,948
-15
| -0.1% | -$1.66K | 0.97% | 26 |
|
|
2014
Q3 | $2.42M | Buy |
23,963
+2,110
| +10% | +$213K | 0.93% | 29 |
|
|
2014
Q2 | $2.04M | Buy |
21,853
+17,182
| +368% | +$1.6M | 0.85% | 24 |
|
|
2014
Q1 | $2.51M | Buy |
4,671
+1,643
| +54% | +$882K | 1.05% | 26 |
|
|
2013
Q4 | $1.7M | Buy |
3,028
+770
| +34% | +$432K | 0.78% | 31 |
|
|
2013
Q3 | $1.08M | Sell |
2,258
-243
| -10% | -$116K | 0.66% | 31 |
|
|
2013
Q2 | $998K | Buy |
+2,501
| New | +$998K | 0.67% | 29 |
|