NWM
Northwest Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.38M | Sell |
45,695
-1,560
| -3% | -$320K | 1.69% | 15 |
|
|
2025
Q1 | $10.5M | Buy |
47,255
+194
| +0.4% | +$43.1K | 2.09% | 12 |
|
|
2024
Q4 | $11.8M | Buy |
47,061
+1,367
| +3% | +$342K | 2.5% | 10 |
|
|
2024
Q3 | $10.6M | Buy |
45,694
+657
| +1% | +$153K | 2.48% | 9 |
|
|
2024
Q2 | $9.49M | Sell |
45,037
-98
| -0.2% | -$20.6K | 2.46% | 9 |
|
|
2024
Q1 | $7.74M | Buy |
45,135
+6,050
| +15% | +$1.04M | 2.12% | 10 |
|
|
2023
Q4 | $7.53M | Sell |
39,085
-1,993
| -5% | -$384K | 2.27% | 10 |
|
|
2023
Q3 | $7.03M | Sell |
41,078
-38
| -0.1% | -$6.51K | 2.53% | 9 |
|
|
2023
Q2 | $7.98M | Sell |
41,116
-479
| -1% | -$92.9K | 2.89% | 6 |
|
|
2023
Q1 | $6.86M | Buy |
41,595
+7,981
| +24% | +$1.32M | 2.62% | 6 |
|
|
2022
Q4 | $4.37M | Sell |
33,614
-8,807
| -21% | -$1.14M | 1.87% | 14 |
|
|
2022
Q3 | $5.86M | Buy |
42,421
+1,515
| +4% | +$209K | 2.59% | 6 |
|
|
2022
Q2 | $5.59M | Buy |
40,906
+1,747
| +4% | +$239K | 2.43% | 4 |
|
|
2022
Q1 | $6.84M | Buy |
39,159
+1,801
| +5% | +$314K | 3.35% | 4 |
|
|
2021
Q4 | $6.63M | Sell |
37,358
-175
| -0.5% | -$31.1K | 3.08% | 5 |
|
|
2021
Q3 | $5.31M | Sell |
37,533
-2,228
| -6% | -$315K | 2.64% | 8 |
|
|
2021
Q2 | $5.45M | Buy |
39,761
+1,893
| +5% | +$259K | 2.88% | 8 |
|
|
2021
Q1 | $4.63M | Buy |
37,868
+310
| +0.8% | +$37.9K | 2.9% | 8 |
|
|
2020
Q4 | $4.98M | Sell |
37,558
-741
| -2% | -$98.3K | 3.44% | 5 |
|
|
2020
Q3 | $4.44M | Buy |
38,299
+29,050
| +314% | +$3.36M | 3.68% | 4 |
|
|
2020
Q2 | $3.37M | Sell |
9,249
-1,383
| -13% | -$505K | 2.94% | 9 |
|
|
2020
Q1 | $2.7M | Buy |
10,632
+1,081
| +11% | +$275K | 2.74% | 11 |
|
|
2019
Q4 | $2.81M | Sell |
9,551
-3,273
| -26% | -$961K | 2.57% | 9 |
|
|
2019
Q3 | $2.87M | Buy |
12,824
+768
| +6% | +$172K | 2.36% | 9 |
|
|
2019
Q2 | $2.39M | Sell |
12,056
-101
| -0.8% | -$20K | 1.92% | 13 |
|
|
2019
Q1 | $2.31M | Buy |
12,157
+552
| +5% | +$105K | 1.74% | 13 |
|
|
2018
Q4 | $1.83M | Sell |
11,605
-867
| -7% | -$137K | 1.55% | 15 |
|
|
2018
Q3 | $2.82M | Buy |
12,472
+867
| +7% | +$196K | 2.11% | 10 |
|
|
2018
Q2 | $2.15M | Sell |
11,605
-37
| -0.3% | -$6.85K | 1.61% | 13 |
|
|
2018
Q1 | $1.95M | Sell |
11,642
-3,887
| -25% | -$652K | 1.45% | 15 |
|
|
2017
Q4 | $2.63M | Buy |
15,529
+10,804
| +229% | +$1.83M | 2.14% | 13 |
|
|
2017
Q3 | $728K | Sell |
4,725
-3,516
| -43% | -$542K | 1.02% | 25 |
|
|
2017
Q2 | $1.19M | Buy |
8,241
+15
| +0.2% | +$2.16K | 1.08% | 26 |
|
|
2017
Q1 | $1.18M | Sell |
8,226
-142
| -2% | -$20.4K | 1.09% | 27 |
|
|
2016
Q4 | $969K | Buy |
+8,368
| New | +$969K | 0.99% | 29 |
|