JWM
JPL Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
52,085
+407
| +0.8% | +$83.5K | 2.88% | 5 |
|
|
2025
Q1 | $11.5M | Buy |
51,678
+204
| +0.4% | +$45.3K | 3.27% | 3 |
|
|
2024
Q4 | $12.9M | Buy |
+51,474
| New | +$12.9M | 3.69% | 3 |
|
|
2024
Q2 | $7.85M | Buy |
37,279
+3,538
| +10% | +$745K | 3.85% | 1 |
|
|
2024
Q1 | $5.79M | Buy |
33,741
+9,021
| +36% | +$1.55M | 3.19% | 1 |
|
|
2023
Q4 | $4.76M | Buy |
+24,720
| New | +$4.76M | 3.43% | 1 |
|