EWM
Elmwood Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Sell |
22,174
-1,506
| -6% | -$309K | 1.8% | 15 |
|
|
2025
Q1 | $5.26M | Sell |
23,680
-302
| -1% | -$67.1K | 2.16% | 10 |
|
|
2024
Q4 | $6.01M | Buy |
23,982
+497
| +2% | +$124K | 2.42% | 7 |
|
|
2024
Q3 | $5.47M | Sell |
23,485
-1,062
| -4% | -$247K | 2.26% | 8 |
|
|
2024
Q2 | $5.17M | Sell |
24,547
-900
| -4% | -$190K | 2.3% | 8 |
|
|
2024
Q1 | $4.36M | Buy |
25,447
+5,092
| +25% | +$873K | 1.87% | 10 |
|
|
2023
Q4 | $3.92M | Sell |
20,355
-8,326
| -29% | -$1.6M | 2.75% | 8 |
|
|
2023
Q3 | $4.91M | Sell |
28,681
-183
| -0.6% | -$31.3K | 2.37% | 11 |
|
|
2023
Q2 | $5.6M | Sell |
28,864
-5,228
| -15% | -$1.01M | 2.61% | 6 |
|
|
2023
Q1 | $5.62M | Sell |
34,092
-555
| -2% | -$91.5K | 2.66% | 6 |
|
|
2022
Q4 | $4.5M | Buy |
34,647
+104
| +0.3% | +$13.5K | 2.25% | 6 |
|
|
2022
Q3 | $4.77M | Buy |
+34,543
| New | +$4.77M | 2.38% | 4 |
|
|
2021
Q2 | $4.72M | Buy |
34,478
+117
| +0.3% | +$16K | 2.49% | 7 |
|
|
2021
Q1 | $4.2M | Buy |
+34,361
| New | +$4.2M | 2.56% | 7 |
|
|
2020
Q3 | $3.44M | Hold |
9,420
| – | – | 2.79% | 6 |
|
|
2020
Q2 | $3.44M | Sell |
9,420
-5,625
| -37% | -$2.05M | 2.79% | 6 |
|
|
2020
Q1 | $2.52M | Buy |
15,045
+5,398
| +56% | +$906K | 2.41% | 9 |
|
|
2019
Q4 | $2.83M | Buy |
9,647
+1,450
| +18% | +$426K | 2.47% | 5 |
|
|
2019
Q3 | $1.84M | Sell |
8,197
-26
| -0.3% | -$5.82K | 1.86% | 12 |
|
|
2019
Q2 | $1.63M | Sell |
8,223
-295
| -3% | -$58.4K | 1.44% | 20 |
|
|
2019
Q1 | $1.62M | Sell |
8,518
-6,589
| -44% | -$1.25M | 1.5% | 16 |
|
|
2018
Q4 | $2.38M | Buy |
15,107
+32
| +0.2% | +$5.05K | 2.3% | 8 |
|
|
2018
Q3 | $3.4M | Buy |
15,075
+174
| +1% | +$39.3K | 2.82% | 3 |
|
|
2018
Q2 | $2.76M | Sell |
14,901
-144
| -1% | -$26.7K | 2.51% | 7 |
|
|
2018
Q1 | $2.52M | Buy |
+15,045
| New | +$2.52M | 2.41% | 9 |
|