FWM
Foguth Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
20,496
+8,703
| +74% | +$1.79M | 0.9% | 35 |
|
|
2025
Q1 | $2.62M | Buy |
11,793
+1,008
| +9% | +$224K | 0.64% | 34 |
|
|
2024
Q4 | $2.4M | Buy |
10,785
+3,108
| +40% | +$692K | 0.63% | 39 |
|
|
2024
Q3 | $1.73M | Sell |
7,677
-760
| -9% | -$172K | 0.63% | 40 |
|
|
2024
Q2 | $1.78M | Buy |
8,437
+988
| +13% | +$208K | 0.78% | 31 |
|
|
2024
Q1 | $1.28M | Buy |
+7,449
| New | +$1.28M | 0.68% | 35 |
|