FFWM
Future Financial Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
9,492
-202
| -2% | -$41.4K | 1.33% | 20 |
|
|
2025
Q1 | $2.15M | Sell |
9,694
-45
| -0.5% | -$10K | 1.58% | 13 |
|
|
2024
Q4 | $2.44M | Sell |
9,739
-499
| -5% | -$125K | 1.78% | 13 |
|
|
2024
Q3 | $2.39M | Sell |
10,238
-112
| -1% | -$26.1K | 1.7% | 13 |
|
|
2024
Q2 | $2.18M | Sell |
10,350
-960
| -8% | -$202K | 1.92% | 13 |
|
|
2024
Q1 | $1.94M | Buy |
11,310
+181
| +2% | +$31K | 1.49% | 12 |
|
|
2023
Q4 | $2.14M | Sell |
11,129
-250
| -2% | -$48.1K | 2.13% | 14 |
|
|
2023
Q3 | $1.95M | Sell |
11,379
-111
| -1% | -$19K | 2.16% | 14 |
|
|
2023
Q2 | $2.23M | Buy |
11,490
+167
| +1% | +$32.4K | 2.35% | 14 |
|
|
2023
Q1 | $1.88M | Buy |
11,323
+1,280
| +13% | +$213K | 2.07% | 10 |
|
|
2022
Q4 | $1.3M | Sell |
10,043
-278
| -3% | -$36.1K | 1.49% | 20 |
|
|
2022
Q3 | $1.41M | Buy |
10,321
+101
| +1% | +$13.8K | 1.63% | 12 |
|
|
2022
Q2 | $1.79M | Hold |
10,220
| – | – | 1.74% | 12 |
|
|
2022
Q1 | $1.79M | Sell |
10,220
-371
| -4% | -$64.8K | 1.48% | 12 |
|
|
2021
Q4 | $1.93M | Sell |
10,591
-829
| -7% | -$151K | 1.54% | 11 |
|
|
2021
Q3 | $1.56M | Hold |
11,420
| – | – | 1.61% | 18 |
|
|
2021
Q2 | $1.56M | Buy |
11,420
+227
| +2% | +$31.1K | 1.61% | 18 |
|
|
2021
Q1 | $1.37M | Sell |
11,193
-15,855
| -59% | -$1.94M | 1.57% | 18 |
|
|
2020
Q4 | $3.59M | Buy |
+27,048
| New | +$3.59M | 4.14% | 1 |
|