FWM
FMA Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
8,686
-580
| -6% | -$119K | 1.32% | 19 |
|
|
2025
Q1 | $2.24M | Sell |
9,266
-110
| -1% | -$26.6K | 1.72% | 19 |
|
|
2024
Q4 | $2.35M | Sell |
9,376
-972
| -9% | -$243K | 1.75% | 19 |
|
|
2024
Q3 | $2.41M | Sell |
10,348
-195
| -2% | -$45.4K | 1.75% | 19 |
|
|
2024
Q2 | $2.22M | Sell |
10,543
-115
| -1% | -$24.2K | 1.8% | 19 |
|
|
2024
Q1 | $1.81M | Buy |
10,658
+90
| +0.9% | +$15.3K | 1.5% | 21 |
|
|
2023
Q4 | $2.03M | Buy |
+10,568
| New | +$2.03M | 1.85% | 19 |
|