FWM
FMB Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
19,592
+2,155
| +12% | +$442K | 1.91% | 17 |
|
|
2025
Q1 | $3.87M | Sell |
17,437
-1,137
| -6% | -$253K | 2.14% | 15 |
|
|
2024
Q4 | $4.65M | Sell |
18,574
-717
| -4% | -$180K | 2.62% | 9 |
|
|
2024
Q3 | $4.49M | Buy |
19,291
+500
| +3% | +$116K | 2.54% | 11 |
|
|
2024
Q2 | $3.96M | Sell |
18,791
-87
| -0.5% | -$18.3K | 3.01% | 12 |
|
|
2024
Q1 | $3.24M | Sell |
18,878
-13
| -0.1% | -$2.23K | 2.58% | 12 |
|
|
2023
Q4 | $3.64M | Sell |
18,891
-11
| -0.1% | -$2.12K | 3.32% | 11 |
|
|
2023
Q3 | $3.24M | Buy |
18,902
+70
| +0.4% | +$12K | 3.47% | 11 |
|
|
2023
Q2 | $3.65M | Buy |
18,832
+107
| +0.6% | +$20.8K | 3.88% | 9 |
|
|
2023
Q1 | $3.09M | Sell |
18,725
-1,903
| -9% | -$314K | 3.68% | 10 |
|
|
2022
Q4 | $2.68M | Buy |
+20,628
| New | +$2.68M | 3.45% | 10 |
|