JPWM
Jamison Private Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Sell |
116,947
-18,346
| -14% | -$3.76M | 3.44% | 3 |
|
|
2025
Q1 | $30.1M | Sell |
135,293
-650
| -0.5% | -$144K | 4.58% | 1 |
|
|
2024
Q4 | $34M | Buy |
135,943
+19,110
| +16% | +$4.79M | 5.03% | 1 |
|
|
2024
Q3 | $27.2M | Buy |
116,833
+1,452
| +1% | +$338K | 4.14% | 2 |
|
|
2024
Q2 | $24.3M | Sell |
115,381
-1,269
| -1% | -$267K | 4.04% | 2 |
|
|
2024
Q1 | $20M | Buy |
116,650
+679
| +0.6% | +$116K | 3.38% | 4 |
|
|
2023
Q4 | $22.3M | Sell |
115,971
-1,254
| -1% | -$241K | 4.18% | 3 |
|
|
2023
Q3 | $20.1M | Buy |
+117,225
| New | +$20.1M | 4.15% | 3 |
|