FWM
AAPL icon

Foresight Wealth Management’s Apple AAPL Stock Holding History

Foresight Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,000
Closed -$10K – 16
2022
Q3 		$10K Sell
10,000
-6,800
-40% -$1.07M ﹤0.01% 115
2022
Q2 		$41K Buy
16,800
+2,600
+18% +$394K 0.01% 121
2022
Q1 		$169K Buy
14,200
+3,000
+27% +$504K 0.03% 103
2021
Q4 		$1.82M Sell
11,200
-2,500
-18% -$395K 0.02% 30
2021
Q3 		$129K Hold
13,700
– – 0.03% 109
2021
Q2 		$128K Buy
13,700
+1,700
+14% +$220K 0.03% 124
2021
Q1 		$93K Sell
12,000
-4,300
-26% -$552K 0.02% 109
2020
Q4 		$339K Sell
16,300
-6,100
-27% -$734K 0.09% 91
2020
Q3 		$714K Sell
22,400
-6,000
-21% -$655K 0.24% 49
2020
Q2 		$497K Buy
28,400
+3,200
+13% +$248K 0.23% 57
2020
Q1 		$178K Hold
25,200
– – 0.12% 86
2019
Q4 		$508K Buy
25,200
+1,200
+5% +$77.2K 0.31% 53
2019
Q3 		$222K Buy
24,000
+3,200
+15% +$167K 0.16% 90
2019
Q2 		$114K Hold
20,800
– – 0.09% 102
2019
Q1 		$100K Buy
+20,800
New +$882K 0.09% 94

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return