FWS
FinDec Wealth Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
8,172
-900
| -10% | -$185K | 1.75% | 11 |
|
|
2025
Q1 | $2.02M | Sell |
9,072
-12,863
| -59% | -$2.86M | 1.99% | 11 |
|
|
2024
Q4 | $5.49M | Sell |
21,935
-2,775
| -11% | -$695K | 3.81% | 12 |
|
|
2024
Q3 | $5.76M | Sell |
24,710
-120
| -0.5% | -$28K | 3.34% | 12 |
|
|
2024
Q2 | $5.23M | Sell |
24,830
-963
| -4% | -$203K | 3.3% | 12 |
|
|
2024
Q1 | $4.42M | Buy |
25,793
+152
| +0.6% | +$26.1K | 2.78% | 17 |
|
|
2023
Q4 | $4.94M | Sell |
25,641
-1,181
| -4% | -$227K | 3.3% | 14 |
|
|
2023
Q3 | $4.59M | Buy |
26,822
+19
| +0.1% | +$3.25K | 3.32% | 14 |
|
|
2023
Q2 | $5.2M | Buy |
26,803
+347
| +1% | +$67.3K | 3.64% | 13 |
|
|
2023
Q1 | $4.36M | Sell |
26,456
-1,198
| -4% | -$198K | 3.3% | 14 |
|
|
2022
Q4 | $3.59M | Buy |
+27,654
| New | +$3.59M | 2.97% | 14 |
|