JWM
Janiczek Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.4M | Buy |
49,276
+15,610
| +46% | +$3.29M | 2.18% | 11 |
|
|
2024
Q1 | $5.77M | Sell |
33,666
-1,373
| -4% | -$235K | 1.23% | 15 |
|
|
2023
Q4 | $6.75M | Sell |
35,039
-782
| -2% | -$151K | 1.63% | 13 |
|
|
2023
Q3 | $6.13M | Buy |
35,821
+15,056
| +73% | +$2.58M | 1.62% | 12 |
|
|
2023
Q2 | $4.03M | Buy |
20,765
+530
| +3% | +$103K | 1.11% | 13 |
|
|
2023
Q1 | $3.34M | Buy |
20,235
+2,003
| +11% | +$331K | 0.95% | 15 |
|
|
2022
Q4 | $2.43M | Sell |
18,232
-1,906
| -9% | -$254K | 0.68% | 20 |
|
|
2022
Q3 | $2.83M | Buy |
20,138
+352
| +2% | +$49.4K | 0.92% | 18 |
|
|
2022
Q2 | $3.22M | Buy |
19,786
+436
| +2% | +$70.8K | 0.96% | 18 |
|
|
2022
Q1 | $3.38M | Sell |
19,350
-1,598
| -8% | -$279K | 0.93% | 17 |
|
|
2021
Q4 | $3.72M | Buy |
20,948
+811
| +4% | +$144K | 1.11% | 14 |
|
|
2021
Q3 | $2.85M | Buy |
20,137
+2,967
| +17% | +$420K | 1.01% | 15 |
|
|
2021
Q2 | $2.35M | Buy |
17,170
+2,425
| +16% | +$332K | 0.85% | 17 |
|
|
2021
Q1 | $1.8M | Buy |
14,745
+1,002
| +7% | +$122K | 0.72% | 17 |
|
|
2020
Q4 | $1.82M | Buy |
13,743
+6,607
| +93% | +$877K | 0.88% | 15 |
|
|
2020
Q3 | $826K | Buy |
7,136
+5,845
| +453% | +$677K | 0.44% | 21 |
|
|
2020
Q2 | $471K | Buy |
1,291
+122
| +10% | +$44.5K | 0.26% | 26 |
|
|
2020
Q1 | $297K | Buy |
1,169
+34
| +3% | +$8.64K | 0.17% | 29 |
|
|
2019
Q4 | $333K | Sell |
1,135
-68
| -6% | -$20K | 0.15% | 31 |
|
|
2019
Q3 | $269K | Sell |
1,203
-137
| -10% | -$30.6K | 0.12% | 32 |
|
|
2019
Q2 | $265K | Buy |
1,340
+5
| +0.4% | +$989 | 0.12% | 32 |
|
|
2019
Q1 | $254K | Buy |
1,335
+145
| +12% | +$27.6K | 0.12% | 34 |
|
|
2018
Q4 | $188K | Sell |
1,190
-204
| -15% | -$32.2K | 0.1% | 41 |
|
|
2018
Q3 | $315K | Buy |
1,394
+64
| +5% | +$14.5K | 0.16% | 30 |
|
|
2018
Q2 | $246K | Buy |
1,330
+20
| +2% | +$3.7K | 0.13% | 34 |
|
|
2018
Q1 | $220K | Buy |
1,310
+4
| +0.3% | +$672 | 0.12% | 35 |
|
|
2017
Q4 | $221K | Buy |
1,306
+4
| +0.3% | +$677 | 0.12% | 36 |
|
|
2017
Q3 | $201K | Buy |
+1,302
| New | +$201K | 0.11% | 37 |
|
|
2017
Q2 | – | Sell |
-1,533
| Closed | -$220K | – | 36 |
|
|
2017
Q1 | $220K | Buy |
1,533
+14
| +0.9% | +$2.01K | 0.13% | 28 |
|
|
2016
Q4 | $176K | Buy |
+1,519
| New | +$176K | 0.08% | 28 |
|