EWM
Elite Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9M | Sell |
136,097
-40,523
| -23% | -$8.31M | 9.18% | 4 |
|
|
2025
Q1 | $39.2M | Sell |
176,620
-988
| -0.6% | -$219K | 5.1% | 3 |
|
|
2024
Q4 | $44.5M | Sell |
177,608
-37,700
| -18% | -$9.44M | 5.49% | 4 |
|
|
2024
Q3 | $50.2M | Sell |
215,308
-8,482
| -4% | -$1.98M | 6.85% | 3 |
|
|
2024
Q2 | $47.1M | Sell |
223,790
-4,774
| -2% | -$1.01M | 1.58% | 3 |
|
|
2024
Q1 | $39.2M | Buy |
228,564
+15,389
| +7% | +$2.64M | 1.39% | 4 |
|
|
2023
Q4 | $41M | Sell |
213,175
-3,138
| -1% | -$604K | 2.53% | 2 |
|
|
2023
Q3 | $37M | Buy |
216,313
+15,395
| +8% | +$2.64M | 2.72% | 2 |
|
|
2023
Q2 | $39M | Buy |
200,918
+8,268
| +4% | +$1.6M | 3% | 2 |
|
|
2023
Q1 | $31.8M | Sell |
192,650
-2,410
| -1% | -$397K | 1.94% | 2 |
|
|
2022
Q4 | $25.3M | Sell |
195,060
-3,150
| -2% | -$409K | 2.3% | 2 |
|
|
2022
Q3 | $27.4M | Sell |
198,210
-3,664
| -2% | -$506K | 2.35% | 2 |
|
|
2022
Q2 | $27.6M | Sell |
201,874
-10,834
| -5% | -$1.48M | 4.16% | 2 |
|
|
2022
Q1 | $37.1M | Buy |
212,708
+16,978
| +9% | +$2.96M | 6.05% | 2 |
|
|
2021
Q4 | $34.8M | Sell |
195,730
-8,387
| -4% | -$1.49M | 4.91% | 2 |
|
|
2021
Q3 | $28.9M | Sell |
204,117
-73
| -0% | -$10.3K | 5.47% | 2 |
|
|
2021
Q2 | $28K | Sell |
204,190
-30,299
| -13% | -$4.15K | 2.55% | 3 |
|
|
2021
Q1 | $26.2K | Buy |
234,489
+23,776
| +11% | +$2.66K | 3.36% | 3 |
|
|
2020
Q4 | $28M | Sell |
210,713
-3,283
| -2% | -$436K | 3.61% | 2 |
|
|
2020
Q3 | $24.8M | Buy |
213,996
+161,160
| +305% | +$18.7M | 3.42% | 2 |
|
|
2020
Q2 | $19.3M | Buy |
52,836
+232
| +0.4% | +$84.6K | 5.66% | 2 |
|
|
2020
Q1 | $13.4M | Buy |
52,604
+23,003
| +78% | +$5.85M | 10.44% | 4 |
|
|
2019
Q4 | $8.69M | Sell |
29,601
-369
| -1% | -$108K | 4.86% | 4 |
|
|
2019
Q3 | $6.71M | Sell |
29,970
-1,563
| -5% | -$350K | 9.25% | 4 |
|
|
2019
Q2 | $6.24M | Sell |
31,533
-2,363
| -7% | -$468K | 8.43% | 5 |
|
|
2019
Q1 | $6.44M | Sell |
33,896
-5,768
| -15% | -$1.1M | 11.91% | 2 |
|
|
2018
Q4 | $6.26M | Buy |
39,664
+1,174
| +3% | +$185K | 6.1% | 5 |
|
|
2018
Q3 | $8.69M | Sell |
38,490
-19
| -0% | -$4.29K | 1.85% | 5 |
|
|
2018
Q2 | $7.13M | Buy |
38,509
+1,875
| +5% | +$347K | 2.54% | 4 |
|
|
2018
Q1 | $6.15M | Buy |
36,634
+2,775
| +8% | +$466K | 5.04% | 4 |
|
|
2017
Q4 | $5.73M | Buy |
+33,859
| New | +$5.73M | 4.83% | 4 |
|
|
2016
Q3 | $2.52M | Sell |
22,320
-5,874
| -21% | -$664K | 4.12% | 5 |
|
|
2016
Q2 | $2.7M | Sell |
28,194
-1,143
| -4% | -$109K | 4.44% | 5 |
|
|
2016
Q1 | $3.2M | Buy |
29,337
+4,442
| +18% | +$484K | 4.51% | 5 |
|
|
2015
Q4 | $2.62M | Sell |
24,895
-1,961
| -7% | -$206K | 3.89% | 5 |
|
|
2015
Q3 | $2.96M | Sell |
26,856
-10,815
| -29% | -$1.19M | 4.66% | 3 |
|
|
2015
Q2 | $4.72M | Sell |
37,671
-16,248
| -30% | -$2.04M | 4.89% | 3 |
|
|
2015
Q1 | $6.71M | Buy |
53,919
+24,546
| +84% | +$3.05M | 5.94% | 2 |
|
|
2014
Q4 | $3.24M | Buy |
29,373
+1,370
| +5% | +$151K | 3.09% | 6 |
|
|
2014
Q3 | $2.82M | Buy |
28,003
+6,287
| +29% | +$633K | 2.54% | 5 |
|
|
2014
Q2 | $2.02M | Buy |
21,716
+19,182
| +757% | +$1.78M | 2.01% | 6 |
|
|
2014
Q1 | $1.36M | Sell |
2,534
-2,839
| -53% | -$1.52M | 1.1% | 23 |
|
|
2013
Q4 | $3.01M | Sell |
5,373
-2,954
| -35% | -$1.66M | 2.2% | 8 |
|
|
2013
Q3 | $3.97M | Buy |
8,327
+648
| +8% | +$309K | 3.5% | 4 |
|
|
2013
Q2 | $3.05M | Buy |
+7,679
| New | +$3.05M | 4.48% | 5 |
|