FWM
Finer Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
67,477
-29
| -0% | -$5.95K | 7.4% | 2 |
|
|
2025
Q1 | $15M | Sell |
67,506
-1,178
| -2% | -$262K | 8.98% | 1 |
|
|
2024
Q4 | $17.2M | Buy |
68,684
+521
| +0.8% | +$130K | 9.86% | 1 |
|
|
2024
Q3 | $15.9M | Sell |
68,163
-159
| -0.2% | -$37K | 9.8% | 1 |
|
|
2024
Q2 | $14.4M | Buy |
68,322
+323
| +0.5% | +$68K | 9.28% | 2 |
|
|
2024
Q1 | $11.7M | Buy |
67,999
+1,349
| +2% | +$231K | 7.66% | 3 |
|
|
2023
Q4 | $12.8M | Buy |
66,650
+566
| +0.9% | +$109K | 9.56% | 1 |
|
|
2023
Q3 | $11.3M | Buy |
66,084
+1,086
| +2% | +$186K | 9.05% | 1 |
|
|
2023
Q2 | $12.6M | Buy |
64,998
+790
| +1% | +$153K | 9.85% | 1 |
|
|
2023
Q1 | $10.6M | Buy |
64,208
+770
| +1% | +$127K | 8.95% | 1 |
|
|
2022
Q4 | $8.24M | Sell |
63,438
-936
| -1% | -$122K | 7.71% | 1 |
|
|
2022
Q3 | $8.9M | Sell |
64,374
-377
| -0.6% | -$52.1K | 8.76% | 1 |
|
|
2022
Q2 | $8.85M | Sell |
64,751
-208
| -0.3% | -$28.4K | 8.08% | 1 |
|
|
2022
Q1 | $11.3M | Buy |
64,959
+46
| +0.1% | +$8.03K | 9.26% | 1 |
|
|
2021
Q4 | $11.5M | Buy |
+64,913
| New | +$11.5M | 9.57% | 1 |
|