PWM
Palumbo Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
56,798
+4,331
| +8% | +$889K | 3.61% | 4 |
|
|
2025
Q1 | $11.7M | Buy |
52,467
+7,341
| +16% | +$1.63M | 3.9% | 4 |
|
|
2024
Q4 | $11.3M | Buy |
45,126
+967
| +2% | +$242K | 4.22% | 4 |
|
|
2024
Q3 | $10.3M | Sell |
44,159
-134
| -0.3% | -$31.2K | 4% | 5 |
|
|
2024
Q2 | $9.33M | Buy |
44,293
+119
| +0.3% | +$25.1K | 3.94% | 5 |
|
|
2024
Q1 | $7.58M | Sell |
44,174
-366
| -0.8% | -$62.8K | 3.39% | 6 |
|
|
2023
Q4 | $8.58M | Buy |
44,540
+247
| +0.6% | +$47.6K | 4.38% | 6 |
|
|
2023
Q3 | $7.58M | Sell |
44,293
-365
| -0.8% | -$62.5K | 4.17% | 6 |
|
|
2023
Q2 | $8.66M | Buy |
44,658
+1,313
| +3% | +$255K | 5.3% | 6 |
|
|
2023
Q1 | $7.15M | Buy |
43,345
+16,035
| +59% | +$2.64M | 4.75% | 7 |
|
|
2022
Q4 | $3.55M | Buy |
27,310
+1,722
| +7% | +$224K | 2.82% | 9 |
|
|
2022
Q3 | $3.54M | Buy |
25,588
+5
| +0% | +$691 | 2.99% | 11 |
|
|
2022
Q2 | $3.5M | Buy |
25,583
+1,315
| +5% | +$180K | 2.78% | 10 |
|
|
2022
Q1 | $4.24M | Sell |
24,268
-364
| -1% | -$63.6K | 2.72% | 12 |
|
|
2021
Q4 | $4.37M | Buy |
24,632
+148
| +0.6% | +$26.3K | 2.74% | 9 |
|
|
2021
Q3 | $3.47M | Sell |
24,484
-232
| -0.9% | -$32.8K | 2.28% | 9 |
|
|
2021
Q2 | $3.39M | Sell |
24,716
-261
| -1% | -$35.7K | 2.27% | 9 |
|
|
2021
Q1 | $3.05M | Buy |
24,977
+404
| +2% | +$49.4K | 2.3% | 8 |
|
|
2020
Q4 | $3.26M | Buy |
+24,573
| New | +$3.26M | 2.63% | 8 |
|