EWM
Endowment Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
5,492
+830
| +18% | +$170K | 0.58% | 45 |
|
|
2025
Q1 | $1.04M | Buy |
4,662
+56
| +1% | +$12.4K | 0.67% | 42 |
|
|
2024
Q4 | $1.15M | Buy |
4,606
+31
| +0.7% | +$7.76K | 0.77% | 37 |
|
|
2024
Q3 | $1.07M | Sell |
4,575
-50
| -1% | -$11.7K | 0.7% | 40 |
|
|
2024
Q2 | $974K | Sell |
4,625
-220
| -5% | -$46.3K | 0.71% | 41 |
|
|
2024
Q1 | $831K | Sell |
4,845
-836
| -15% | -$143K | 0.62% | 44 |
|
|
2023
Q4 | $1.09M | Sell |
5,681
-805
| -12% | -$155K | 0.91% | 29 |
|
|
2023
Q3 | $1.11M | Buy |
6,486
+221
| +4% | +$37.8K | 1% | 26 |
|
|
2023
Q2 | $1.22M | Buy |
6,265
+39
| +0.6% | +$7.56K | 1.11% | 20 |
|
|
2023
Q1 | $1.03M | Buy |
6,226
+569
| +10% | +$93.8K | 1.03% | 23 |
|
|
2022
Q4 | $735K | Buy |
5,657
+46
| +0.8% | +$5.98K | 0.81% | 27 |
|
|
2022
Q3 | $775K | Buy |
5,611
+2,236
| +66% | +$309K | 0.94% | 24 |
|
|
2022
Q2 | $461K | Buy |
3,375
+32
| +1% | +$4.37K | 0.56% | 47 |
|
|
2022
Q1 | $584K | Buy |
3,343
+305
| +10% | +$53.3K | 0.61% | 33 |
|
|
2021
Q4 | $540K | Buy |
+3,038
| New | +$540K | 0.55% | 40 |
|