FWM
FSA Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
20,894
+10
| +0% | +$2.05K | 1.67% | 10 |
|
|
2025
Q1 | $4.64M | Buy |
20,884
+1,353
| +7% | +$301K | 1.97% | 10 |
|
|
2024
Q4 | $4.89M | Sell |
19,531
-1,124
| -5% | -$281K | 1.99% | 10 |
|
|
2024
Q3 | $4.81M | Buy |
+20,655
| New | +$4.81M | 1.92% | 10 |
|
|
2024
Q1 | $3.5M | Buy |
20,435
+312
| +2% | +$53.5K | 1.52% | 10 |
|
|
2023
Q4 | $3.87M | Sell |
20,123
-387
| -2% | -$74.5K | 1.84% | 10 |
|
|
2023
Q3 | $3.51M | Buy |
20,510
+248
| +1% | +$42.5K | 1.96% | 11 |
|
|
2023
Q2 | $3.93M | Sell |
20,262
-446
| -2% | -$86.5K | 2.12% | 10 |
|
|
2023
Q1 | $3.41M | Sell |
20,708
-229
| -1% | -$37.8K | 1.98% | 10 |
|
|
2022
Q4 | $2.72M | Sell |
20,937
-452
| -2% | -$58.7K | 1.58% | 12 |
|
|
2022
Q3 | $2.96M | Buy |
21,389
+16,778
| +364% | +$2.32M | 2.07% | 12 |
|
|
2022
Q2 | $631K | Sell |
4,611
-9,929
| -68% | -$1.36M | 1.75% | 12 |
|
|
2022
Q1 | $2.58M | Hold |
14,540
| – | – | 1.5% | 14 |
|
|
2021
Q4 | $2.58M | Sell |
14,540
-32
| -0.2% | -$5.68K | 1.5% | 14 |
|
|
2021
Q3 | $2.06M | Buy |
14,572
+981
| +7% | +$139K | 1.28% | 14 |
|
|
2021
Q2 | $1.86M | Sell |
13,591
-6
| -0% | -$822 | 1.17% | 15 |
|
|
2021
Q1 | $1.66M | Sell |
13,597
-17,520
| -56% | -$2.14M | 1.11% | 15 |
|
|
2020
Q4 | $4.13M | Sell |
31,117
-661
| -2% | -$87.7K | 2.07% | 12 |
|
|
2020
Q3 | $3.68M | Buy |
31,778
+24,256
| +322% | +$2.81M | 2.37% | 12 |
|
|
2020
Q2 | $2.74M | Sell |
7,522
-135
| -2% | -$49.2K | 1.87% | 13 |
|
|
2020
Q1 | $1.95M | Buy |
7,657
+37
| +0.5% | +$9.41K | 1.63% | 14 |
|
|
2019
Q4 | $2.24M | Buy |
+7,620
| New | +$2.24M | 1.58% | 13 |
|