JWM
Jessup Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
92,542
-3,185
| -3% | -$653K | 7.62% | 3 |
|
|
2025
Q1 | $21.3M | Buy |
95,727
+1,319
| +1% | +$293K | 8.94% | 2 |
|
|
2024
Q4 | $23.6M | Buy |
94,408
+1,006
| +1% | +$252K | 10.08% | 2 |
|
|
2024
Q3 | $21.8M | Sell |
93,402
-8,031
| -8% | -$1.87M | 9.98% | 2 |
|
|
2024
Q2 | $21.4M | Sell |
101,433
-3,531
| -3% | -$744K | 9.11% | 2 |
|
|
2024
Q1 | $18M | Sell |
104,964
-6,926
| -6% | -$1.19M | 7.71% | 2 |
|
|
2023
Q4 | $21.5M | Sell |
111,890
-164
| -0.1% | -$31.6K | 10.76% | 1 |
|
|
2023
Q3 | $19.2M | Sell |
112,054
-2,286
| -2% | -$391K | 11.05% | 1 |
|
|
2023
Q2 | $22.2M | Sell |
114,340
-30,651
| -21% | -$5.95M | 11.87% | 2 |
|
|
2023
Q1 | $23.9M | Buy |
144,991
+13,287
| +10% | +$2.19M | 14.17% | 1 |
|
|
2022
Q4 | $17.1M | Buy |
+131,704
| New | +$17.1M | 10.86% | 1 |
|