FWM
Foresight Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $830K | Sell |
6,390
-84,149
| -93% | -$10.9M | 11.9% | 3 |
|
|
2022
Q3 | $12.5M | Buy |
90,539
+431
| +0.5% | +$59.6K | 2.86% | 4 |
|
|
2022
Q2 | $12.3M | Sell |
90,108
-544
| -0.6% | -$74.4K | 2.55% | 5 |
|
|
2022
Q1 | $15.8M | Sell |
90,652
-1,412
| -2% | -$247K | 2.93% | 4 |
|
|
2021
Q4 | $16.3M | Sell |
92,064
-1,199
| -1% | -$213K | 0.21% | 4 |
|
|
2021
Q3 | $13.2M | Buy |
93,263
+1,397
| +2% | +$198K | 2.65% | 6 |
|
|
2021
Q2 | $12.6M | Sell |
91,866
-1,551
| -2% | -$212K | 2.79% | 5 |
|
|
2021
Q1 | $11.4M | Sell |
93,417
-5,446
| -6% | -$665K | 2.9% | 4 |
|
|
2020
Q4 | $13.1M | Sell |
98,863
-6,267
| -6% | -$832K | 3.48% | 1 |
|
|
2020
Q3 | $12.2M | Buy |
105,130
+77,876
| +286% | +$9.02M | 4.07% | 3 |
|
|
2020
Q2 | $9.94M | Sell |
27,254
-1,140
| -4% | -$416K | 4.53% | 2 |
|
|
2020
Q1 | $7.22M | Buy |
28,394
+787
| +3% | +$200K | 4.97% | 5 |
|
|
2019
Q4 | $8.11M | Sell |
27,607
-1,361
| -5% | -$400K | 4.99% | 3 |
|
|
2019
Q3 | $6.49M | Sell |
28,968
-468
| -2% | -$105K | 4.68% | 4 |
|
|
2019
Q2 | $5.83M | Buy |
29,436
+661
| +2% | +$131K | 4.4% | 3 |
|
|
2019
Q1 | $5.47M | Buy |
28,775
+18
| +0.1% | +$3.42K | 4.75% | 3 |
|
|
2018
Q4 | $4.54M | Buy |
+28,757
| New | +$4.54M | 4.82% | 3 |
|