FWM
FFT Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Sell |
27,460
-1,378
| -5% | -$303K | 1.19% | 19 |
|
|
2025
Q1 | $6.41M | Buy |
28,838
+9,355
| +48% | +$2.08M | 1.34% | 18 |
|
|
2024
Q4 | $4.88M | Buy |
19,483
+366
| +2% | +$91.7K | 0.37% | 34 |
|
|
2024
Q3 | $4.45M | Buy |
19,117
+8,452
| +79% | +$1.97M | 0.34% | 37 |
|
|
2024
Q2 | $2.25M | Buy |
10,665
+2,334
| +28% | +$492K | 0.2% | 41 |
|
|
2024
Q1 | $1.43M | Buy |
8,331
+240
| +3% | +$41.2K | 0.12% | 50 |
|
|
2023
Q4 | $1.56M | Buy |
8,091
+3,933
| +95% | +$757K | 0.13% | 41 |
|
|
2023
Q3 | $712K | Hold |
4,158
| – | – | 0.09% | 38 |
|
|
2023
Q2 | $807K | Sell |
4,158
-780
| -16% | -$151K | 0.1% | 36 |
|
|
2023
Q1 | $814K | Buy |
4,938
+256
| +5% | +$42.2K | 0.1% | 34 |
|
|
2022
Q4 | $608K | Hold |
4,682
| – | – | 0.08% | 36 |
|
|
2022
Q3 | $647K | Sell |
4,682
-848
| -15% | -$117K | 0.09% | 31 |
|
|
2022
Q2 | $756K | Hold |
5,530
| – | – | 0.08% | 27 |
|
|
2022
Q1 | $966K | Sell |
5,530
-210
| -4% | -$36.7K | 0.09% | 30 |
|
|
2021
Q4 | $1.02M | Buy |
+5,740
| New | +$1.02M | 0.09% | 32 |
|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$1.16M | – | 26 |
|
|
2020
Q3 | $1.16M | Buy |
+10,000
| New | +$1.16M | 0.5% | 17 |
|
|
2020
Q2 | – | Sell |
-2,538
| Closed | -$645K | – | 28 |
|
|
2020
Q1 | $645K | Sell |
2,538
-18
| -0.7% | -$4.57K | 0.19% | 27 |
|
|
2019
Q4 | $751K | Buy |
+2,556
| New | +$751K | 0.2% | 27 |
|