MWS
Maxwell Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.08M | Sell |
32,251
-193
| -0.6% | -$48.3K | 3.3% | 4 |
|
|
2024
Q3 | $7.25M | Buy |
32,444
+717
| +2% | +$160K | 3.08% | 5 |
|
|
2024
Q2 | $6.68M | Sell |
31,727
-31
| -0.1% | -$6.53K | 3.27% | 4 |
|
|
2024
Q1 | $6.08M | Buy |
31,758
+3,179
| +11% | +$608K | 3.08% | 3 |
|
|
2023
Q4 | $5.5M | Buy |
+28,579
| New | +$5.5M | 3.6% | 3 |
|