FWG Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
+6,107
| New | +$1.25M | 0.95% | 33 |
|
|
2025
Q1 | – | Sell |
-9,308
| Closed | -$2.33M | – | 51 |
|
|
2024
Q4 | $2.33M | Buy |
9,308
+106
| +1% | +$26.5K | 1.81% | 12 |
|
|
2024
Q3 | $2.14M | Buy |
9,202
+506
| +6% | +$118K | 1.85% | 11 |
|
|
2024
Q2 | $1.83M | Sell |
8,696
-94
| -1% | -$19.8K | 1.85% | 11 |
|
|
2024
Q1 | $1.51M | Sell |
8,790
-164
| -2% | -$28.1K | 1.63% | 13 |
|
|
2023
Q4 | $1.72M | Buy |
+8,954
| New | +$1.72M | 2.14% | 10 |
|