FWA
FSM Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
71,539
+25,922
| +57% | +$5.44M | 2.44% | 12 |
|
|
2025
Q1 | $10.1M | Buy |
45,617
+5,219
| +13% | +$1.16M | 2.28% | 12 |
|
|
2024
Q4 | $9.22M | Buy |
40,398
+443
| +1% | +$101K | 2.26% | 13 |
|
|
2024
Q3 | $9.31M | Buy |
39,955
+1,509
| +4% | +$352K | 2.47% | 12 |
|
|
2024
Q2 | $8.1M | Buy |
38,446
+572
| +2% | +$120K | 2.71% | 12 |
|
|
2024
Q1 | $6.49M | Buy |
37,874
+687
| +2% | +$118K | 2.31% | 13 |
|
|
2023
Q4 | $7.16M | Sell |
37,187
-219
| -0.6% | -$42.2K | 3.04% | 9 |
|
|
2023
Q3 | $6.4M | Sell |
37,406
-2,185
| -6% | -$374K | 3.22% | 8 |
|
|
2023
Q2 | $7.45M | Sell |
39,591
-540
| -1% | -$102K | 3.74% | 6 |
|
|
2023
Q1 | $6.62M | Buy |
40,131
+4,171
| +12% | +$688K | 3.84% | 4 |
|
|
2022
Q4 | $4.67M | Buy |
35,960
+1,329
| +4% | +$173K | 3.32% | 5 |
|
|
2022
Q3 | $4.79M | Buy |
34,631
+8,693
| +34% | +$1.2M | 3.98% | 4 |
|
|
2022
Q2 | $4.28M | Buy |
+25,938
| New | +$4.28M | 4.23% | 2 |
|