EWM
EPG Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
53,644
-17,979
| -25% | -$3.69M | 3.3% | 3 |
|
|
2025
Q1 | $15.9M | Sell |
71,623
-10,214
| -12% | -$2.27M | 4.43% | 2 |
|
|
2024
Q4 | $20.5M | Sell |
81,837
-5,710
| -7% | -$1.43M | 5.4% | 1 |
|
|
2024
Q3 | $20.4M | Buy |
+87,547
| New | +$20.4M | 5.15% | 1 |
|
|
2024
Q2 | – | Sell |
-96,395
| Closed | -$16.5M | – | 1 |
|
|
2024
Q1 | $16.5M | Sell |
96,395
-72
| -0.1% | -$12.3K | 4.05% | 3 |
|
|
2023
Q4 | $17.9M | Sell |
96,467
-1,481
| -2% | -$274K | 4.7% | 2 |
|
|
2023
Q3 | $16.8M | Buy |
97,948
+2,717
| +3% | +$465K | 5.06% | 1 |
|
|
2023
Q2 | $18.5M | Buy |
95,231
+18
| +0% | +$3.49K | 5.46% | 1 |
|
|
2023
Q1 | $15.7M | Buy |
95,213
+5,013
| +6% | +$827K | 4.95% | 2 |
|
|
2022
Q4 | $11.7M | Sell |
90,200
-1,781
| -2% | -$231K | 4.46% | 4 |
|
|
2022
Q3 | $12.7M | Buy |
91,981
+951
| +1% | +$131K | 5.22% | 4 |
|
|
2022
Q2 | $12.4M | Sell |
91,030
-4,111
| -4% | -$562K | 5.32% | 4 |
|
|
2022
Q1 | $16.6M | Buy |
95,141
+4,040
| +4% | +$705K | 5.75% | 2 |
|
|
2021
Q4 | $16.2M | Buy |
91,101
+5,045
| +6% | +$896K | 5.69% | 2 |
|
|
2021
Q3 | $12.2M | Buy |
86,056
+5,725
| +7% | +$810K | 4.88% | 4 |
|
|
2021
Q2 | $11M | Buy |
80,331
+1,772
| +2% | +$243K | 4.67% | 4 |
|
|
2021
Q1 | $9.6M | Sell |
78,559
-140
| -0.2% | -$17.1K | 4.67% | 4 |
|
|
2020
Q4 | $10.4M | Buy |
78,699
+2,026
| +3% | +$269K | 6.27% | 4 |
|
|
2020
Q3 | $8.88M | Buy |
76,673
+56,146
| +274% | +$6.5M | 6.56% | 4 |
|
|
2020
Q2 | $7.49M | Sell |
20,527
-1,154
| -5% | -$421K | 5.31% | 4 |
|
|
2020
Q1 | $5.51M | Buy |
21,681
+3,144
| +17% | +$799K | 4.05% | 4 |
|
|
2019
Q4 | $5.44M | Buy |
+18,537
| New | +$5.44M | 3.99% | 4 |
|