FWM
Fonville Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Buy |
29,734
+2,511
| +9% | +$515K | 1.54% | 21 |
|
|
2025
Q1 | $5.89M | Buy |
27,223
+4,332
| +19% | +$938K | 1.74% | 21 |
|
|
2024
Q4 | $5.73M | Sell |
22,891
-584
| -2% | -$146K | 1.89% | 17 |
|
|
2024
Q3 | $5.47M | Buy |
23,475
+1,591
| +7% | +$371K | 1.89% | 17 |
|
|
2024
Q2 | $4.61M | Buy |
21,884
+2,339
| +12% | +$493K | 1.83% | 18 |
|
|
2024
Q1 | $3.35M | Sell |
19,545
-1,464
| -7% | -$251K | 1.48% | 25 |
|
|
2023
Q4 | $4.04M | Buy |
+21,009
| New | +$4.04M | 2.15% | 16 |
|