FWM
ForthRight Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
9,936
+25
| +0.3% | +$5.13K | 0.64% | 21 |
|
|
2025
Q1 | $2.2M | Sell |
9,911
-218
| -2% | -$48.4K | 0.74% | 21 |
|
|
2024
Q4 | $2.54M | Buy |
10,129
+16
| +0.2% | +$4.01K | 0.85% | 20 |
|
|
2024
Q3 | $2.36M | Sell |
10,113
-209
| -2% | -$48.7K | 0.78% | 22 |
|
|
2024
Q2 | $2.17M | Sell |
10,322
-635
| -6% | -$134K | 0.78% | 24 |
|
|
2024
Q1 | $1.88M | Sell |
10,957
-140
| -1% | -$24K | 0.67% | 25 |
|
|
2023
Q4 | $2.14M | Buy |
11,097
+67
| +0.6% | +$12.9K | 0.83% | 23 |
|
|
2023
Q3 | $1.89M | Sell |
11,030
-783
| -7% | -$134K | 0.81% | 23 |
|
|
2023
Q2 | $2.29M | Sell |
11,813
-898
| -7% | -$174K | 0.96% | 21 |
|
|
2023
Q1 | $2.1M | Buy |
12,711
+4,014
| +46% | +$662K | 0.96% | 19 |
|
|
2022
Q4 | $1.13M | Sell |
8,697
-40
| -0.5% | -$5.2K | 0.58% | 24 |
|
|
2022
Q3 | $1.21M | Buy |
8,737
+1,829
| +26% | +$253K | 0.71% | 22 |
|
|
2022
Q2 | $944K | Buy |
6,908
+50
| +0.7% | +$6.83K | 0.52% | 24 |
|
|
2022
Q1 | $1.2M | Sell |
6,858
-16
| -0.2% | -$2.79K | 0.62% | 20 |
|
|
2021
Q4 | $1.22M | Sell |
6,874
-365
| -5% | -$64.8K | 0.67% | 20 |
|
|
2021
Q3 | $1.02M | Buy |
7,239
+102
| +1% | +$14.4K | 0.62% | 20 |
|
|
2021
Q2 | $977K | Sell |
7,137
-79
| -1% | -$10.8K | 0.62% | 19 |
|
|
2021
Q1 | $881K | Buy |
7,216
+182
| +3% | +$22.2K | 0.6% | 19 |
|
|
2020
Q4 | $933K | Buy |
+7,034
| New | +$933K | 0.73% | 17 |
|