FIM
FWL Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
25,889
-4,126
| -14% | -$847K | 1.63% | 20 |
|
|
2025
Q1 | $6.67M | Sell |
30,015
-1,247
| -4% | -$277K | 2.48% | 15 |
|
|
2024
Q4 | $7.83M | Buy |
31,262
+410
| +1% | +$103K | 2.85% | 14 |
|
|
2024
Q3 | $7.19M | Buy |
30,852
+11,835
| +62% | +$2.76M | 2.75% | 14 |
|
|
2024
Q2 | $4.01M | Buy |
19,017
+378
| +2% | +$79.6K | 2.02% | 25 |
|
|
2024
Q1 | $3.2M | Sell |
18,639
-3,206
| -15% | -$550K | 1.76% | 22 |
|
|
2023
Q4 | $4.21M | Sell |
21,845
-2,565
| -11% | -$494K | 2.45% | 16 |
|
|
2023
Q3 | $4.18M | Sell |
24,410
-494
| -2% | -$84.6K | 2.81% | 15 |
|
|
2023
Q2 | $4.83M | Sell |
24,904
-676
| -3% | -$131K | 3.3% | 12 |
|
|
2023
Q1 | $4.22M | Sell |
25,580
-4,400
| -15% | -$726K | 3.11% | 14 |
|
|
2022
Q4 | $3.9M | Sell |
29,980
-621
| -2% | -$80.7K | 2.95% | 14 |
|
|
2022
Q3 | $4.23M | Buy |
30,601
+2,246
| +8% | +$310K | 3.74% | 13 |
|
|
2022
Q2 | $3.88M | Sell |
28,355
-6,794
| -19% | -$929K | 2.81% | 20 |
|
|
2022
Q1 | $6.14M | Sell |
35,149
-2,581
| -7% | -$451K | 3.79% | 11 |
|
|
2021
Q4 | $6.7M | Buy |
37,730
+65
| +0.2% | +$11.5K | 4.09% | 10 |
|
|
2021
Q3 | $5.33M | Sell |
37,665
-175
| -0.5% | -$24.8K | 3.35% | 13 |
|
|
2021
Q2 | $5.18M | Buy |
37,840
+1,167
| +3% | +$160K | 3.15% | 13 |
|
|
2021
Q1 | $4.48M | Buy |
36,673
+1,465
| +4% | +$179K | 3.02% | 14 |
|
|
2020
Q4 | $4.67M | Buy |
+35,208
| New | +$4.67M | 3.58% | 9 |
|