JWM
Jeppson Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Sell |
98,158
-650
| -0.7% | -$133K | 6.97% | 1 |
|
|
2025
Q1 | $21.9M | Sell |
98,808
-480
| -0.5% | -$107K | 8.03% | 1 |
|
|
2024
Q4 | $24.9M | Sell |
99,288
-593
| -0.6% | -$148K | 9.02% | 1 |
|
|
2024
Q3 | $23.3M | Sell |
99,881
-404
| -0.4% | -$94.1K | 8.34% | 1 |
|
|
2024
Q2 | $21.1M | Sell |
100,285
-316
| -0.3% | -$66.6K | 8.06% | 1 |
|
|
2024
Q1 | $17.3M | Sell |
100,601
-744
| -0.7% | -$128K | 6.69% | 2 |
|
|
2023
Q4 | $19.5M | Sell |
101,345
-631
| -0.6% | -$121K | 8.08% | 1 |
|
|
2023
Q3 | $17.5M | Sell |
101,976
-3,274
| -3% | -$561K | 8% | 2 |
|
|
2023
Q2 | $20.4M | Sell |
105,250
-2,455
| -2% | -$476K | 8.88% | 2 |
|
|
2023
Q1 | $17.8M | Sell |
107,705
-3,027
| -3% | -$499K | 7.73% | 2 |
|
|
2022
Q4 | $14.4M | Buy |
110,732
+259
| +0.2% | +$33.7K | 6.05% | 2 |
|
|
2022
Q3 | $15.3M | Sell |
110,473
-624
| -0.6% | -$86.2K | 6.92% | 3 |
|
|
2022
Q2 | $15.2M | Buy |
111,097
+11,021
| +11% | +$1.51M | 6.53% | 3 |
|
|
2022
Q1 | $17.5M | Sell |
100,076
-154
| -0.2% | -$26.9K | 8.15% | 2 |
|
|
2021
Q4 | $17.8M | Sell |
100,230
-1,658
| -2% | -$294K | 8.59% | 2 |
|
|
2021
Q3 | $14.4M | Sell |
101,888
-136
| -0.1% | -$19.2K | 7.51% | 2 |
|
|
2021
Q2 | $14M | Sell |
102,024
-1,016
| -1% | -$139K | 7.62% | 2 |
|
|
2021
Q1 | $12.6M | Sell |
103,040
-846
| -0.8% | -$103K | 7.48% | 2 |
|
|
2020
Q4 | $13.8M | Sell |
103,886
-1,209
| -1% | -$160K | 9.17% | 2 |
|
|
2020
Q3 | $12.2M | Buy |
+105,095
| New | +$12.2M | 9.54% | 1 |
|