FWM
Forefront Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
27,464
-3,772
| -12% | -$774K | 4.52% | 6 |
|
|
2025
Q1 | $6.94M | Sell |
31,236
-289
| -0.9% | -$64.2K | 6.42% | 3 |
|
|
2024
Q4 | $7.89M | Buy |
+31,525
| New | +$7.89M | 7.27% | 3 |
|
|
2023
Q3 | $5.95M | Sell |
34,748
-680
| -2% | -$116K | 8.34% | 2 |
|
|
2023
Q2 | $6.87M | Sell |
35,428
-1,656
| -4% | -$321K | 9.08% | 2 |
|
|
2023
Q1 | $6.12M | Sell |
37,084
-1,749
| -5% | -$288K | 8% | 3 |
|
|
2022
Q4 | $5.06M | Sell |
38,833
-336
| -0.9% | -$43.8K | 6.82% | 3 |
|
|
2022
Q3 | $5.41M | Sell |
39,169
-57
| -0.1% | -$7.88K | 7.54% | 1 |
|
|
2022
Q2 | $5.37M | Sell |
39,226
-5,791
| -13% | -$793K | 7.24% | 3 |
|
|
2022
Q1 | $7.86M | Buy |
45,017
+508
| +1% | +$88.7K | 7.78% | 1 |
|
|
2021
Q4 | $7.9M | Buy |
+44,509
| New | +$7.9M | 7.54% | 1 |
|