JAWM
J. Arnold Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $29.8M | Buy |
154,550
+7,169
| +5% | +$1.38M | 10.13% | 3 |
|
|
2023
Q3 | $25.2M | Buy |
+147,381
| New | +$25.2M | 10.21% | 3 |
|
|
2023
Q2 | – | Sell |
-233,039
| Closed | -$38.4M | – | 21 |
|
|
2023
Q1 | $38.4M | Sell |
233,039
-160
| -0.1% | -$26.4K | 18.77% | 1 |
|
|
2022
Q4 | $30.3M | Sell |
233,199
-4,077
| -2% | -$530K | 14.94% | 1 |
|
|
2022
Q3 | $32.8M | Buy |
237,276
+5,113
| +2% | +$707K | 18.47% | 1 |
|
|
2022
Q2 | $31.7M | Buy |
232,163
+60,301
| +35% | +$8.24M | 24.22% | 1 |
|
|
2022
Q1 | $30M | Buy |
171,862
+8,729
| +5% | +$1.52M | 16.14% | 1 |
|
|
2021
Q4 | $29M | Buy |
163,133
+1,123
| +0.7% | +$199K | 12.99% | 2 |
|
|
2021
Q3 | $22.9M | Buy |
162,010
+6,457
| +4% | +$914K | 11.05% | 4 |
|
|
2021
Q2 | $21.3M | Buy |
155,553
+5,793
| +4% | +$793K | 10.35% | 4 |
|
|
2021
Q1 | $18.3M | Sell |
149,760
-70,040
| -32% | -$8.55M | 10.1% | 3 |
|
|
2020
Q4 | $29.2M | Buy |
219,800
+33,332
| +18% | +$4.42M | 17.22% | 2 |
|
|
2020
Q3 | $21.6M | Buy |
186,468
+143,834
| +337% | +$16.7M | 16.04% | 2 |
|
|
2020
Q2 | $15.6M | Buy |
42,634
+32,034
| +302% | +$11.7M | 13.02% | 3 |
|
|
2020
Q1 | $2.7M | Buy |
10,600
+8,219
| +345% | +$2.09M | 7.87% | 5 |
|
|
2019
Q4 | $699K | Buy |
+2,381
| New | +$699K | 0.9% | 21 |
|