FWM
Fortress Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
6,263
| – | – | 0.62% | 32 |
|
|
2025
Q1 | $1.39M | Sell |
6,263
-6,277
| -50% | -$1.39M | 0.72% | 27 |
|
|
2024
Q4 | $3.14M | Sell |
12,540
-121
| -1% | -$30.3K | 1.52% | 18 |
|
|
2024
Q3 | $2.95M | Sell |
12,661
-400
| -3% | -$93.2K | 1.47% | 17 |
|
|
2024
Q2 | $2.75M | Sell |
13,061
-18
| -0.1% | -$3.79K | 1.41% | 20 |
|
|
2024
Q1 | $2.24M | Sell |
13,079
-74
| -0.6% | -$12.7K | 1.16% | 24 |
|
|
2023
Q4 | $2.53M | Sell |
13,153
-389
| -3% | -$74.9K | 1.38% | 22 |
|
|
2023
Q3 | $2.32M | Buy |
13,542
+534
| +4% | +$91.4K | 1.5% | 19 |
|
|
2023
Q2 | $2.52M | Hold |
13,008
| – | – | 1.63% | 18 |
|
|
2023
Q1 | $2.15M | Hold |
13,008
| – | – | 1.5% | 21 |
|
|
2022
Q4 | $1.69M | Hold |
13,008
| – | – | 1.41% | 25 |
|
|
2022
Q3 | $1.8M | Buy |
13,008
+1,996
| +18% | +$276K | 1.83% | 18 |
|
|
2022
Q2 | $1.51M | Sell |
11,012
-3,401
| -24% | -$465K | 1.41% | 25 |
|
|
2022
Q1 | $2.52M | Hold |
14,413
| – | – | 1.93% | 18 |
|
|
2021
Q4 | $2.56M | Buy |
+14,413
| New | +$2.56M | 1.93% | 18 |
|