JWM
Jupiter Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
46,983
-1,307
| -3% | -$305K | 5.54% | 4 |
|
|
2025
Q1 | $10.1M | Sell |
48,290
-12,139
| -20% | -$2.53M | 6.11% | 3 |
|
|
2024
Q4 | $15.1M | Buy |
60,429
+1,237
| +2% | +$310K | 7.58% | 2 |
|
|
2024
Q3 | $13.8M | Buy |
59,192
+404
| +0.7% | +$94.1K | 7.06% | 3 |
|
|
2024
Q2 | $13.1M | Sell |
58,788
-3,436
| -6% | -$763K | 6.92% | 3 |
|
|
2024
Q1 | $11.4M | Sell |
62,224
-2,490
| -4% | -$455K | 6.02% | 3 |
|
|
2023
Q4 | $12.5M | Buy |
64,714
+1,053
| +2% | +$203K | 7.33% | 3 |
|
|
2023
Q3 | $11.9M | Buy |
63,661
+2,512
| +4% | +$468K | 7.69% | 3 |
|
|
2023
Q2 | $11.9M | Buy |
61,149
+4,774
| +8% | +$926K | 10.19% | 1 |
|
|
2023
Q1 | $9.3M | Buy |
56,375
+3,048
| +6% | +$503K | 8.56% | 2 |
|
|
2022
Q4 | $6.93M | Buy |
53,327
+3,000
| +6% | +$390K | 6.7% | 1 |
|
|
2022
Q3 | $6.96M | Hold |
50,327
| – | – | 6.98% | 2 |
|
|
2022
Q2 | $6.88M | Sell |
50,327
-13,285
| -21% | -$1.82M | 6.27% | 3 |
|
|
2022
Q1 | $11.1M | Hold |
63,612
| – | – | 6.95% | 2 |
|
|
2021
Q4 | $11.3M | Buy |
63,612
+283
| +0.4% | +$50.3K | 5.86% | 4 |
|
|
2021
Q3 | $9.37M | Buy |
63,329
+2,000
| +3% | +$296K | 4.42% | 5 |
|
|
2021
Q2 | $8.96M | Sell |
61,329
-1,461
| -2% | -$213K | 4.29% | 5 |
|
|
2021
Q1 | $8.38M | Sell |
62,790
-150
| -0.2% | -$20K | 4.23% | 5 |
|
|
2020
Q4 | $8.35M | Buy |
62,940
+6,597
| +12% | +$875K | 5.12% | 2 |
|
|
2020
Q3 | $6.53M | Buy |
56,343
+47,721
| +553% | +$5.53M | 4.6% | 8 |
|
|
2020
Q2 | $3.39M | Buy |
8,622
+168
| +2% | +$66.1K | 1.7% | 25 |
|
|
2020
Q1 | $2.44M | Hold |
8,454
| – | – | 1.42% | 26 |
|
|
2019
Q4 | $2.64M | Hold |
8,454
| – | – | 1.28% | 29 |
|
|
2019
Q3 | $1.89M | Buy |
8,454
+17
| +0.2% | +$3.81K | 1.01% | 31 |
|
|
2019
Q2 | $1.72M | Sell |
8,437
-2,000
| -19% | -$407K | 0.85% | 33 |
|
|
2019
Q1 | $2.13M | Buy |
+10,437
| New | +$2.13M | 1.02% | 33 |
|