JWWM
Johnson & White Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
20,948
-101
| -0.5% | -$20.7K | 2.16% | 16 |
|
|
2025
Q1 | $4.68M | Sell |
21,049
-16
| -0.1% | -$3.55K | 2.62% | 12 |
|
|
2024
Q4 | $5.14M | Sell |
21,065
-142
| -0.7% | -$34.6K | 3.11% | 10 |
|
|
2024
Q3 | $4.94M | Buy |
21,207
+154
| +0.7% | +$35.9K | 4.25% | 8 |
|
|
2024
Q2 | $4.43M | Buy |
21,053
+1,170
| +6% | +$246K | 4.24% | 9 |
|
|
2024
Q1 | $3.41M | Sell |
19,883
-10
| -0.1% | -$1.72K | 2.48% | 13 |
|
|
2023
Q4 | $3.83M | Sell |
19,893
-98
| -0.5% | -$18.9K | 3.17% | 9 |
|
|
2023
Q3 | $3.42M | Buy |
+19,991
| New | +$3.42M | 3.1% | 10 |
|
|
2023
Q2 | – | Sell |
-20,340
| Closed | -$3.35M | – | 36 |
|
|
2023
Q1 | $3.35M | Buy |
+20,340
| New | +$3.35M | 2.99% | 11 |
|
|
2022
Q4 | – | Sell |
-19,734
| Closed | -$2.73M | – | 77 |
|
|
2022
Q3 | $2.73M | Buy |
+19,734
| New | +$2.73M | 3.08% | 9 |
|