PSIWM
Paradigm Strategies in Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
17,716
+8
| +0% | +$1.64K | 2.38% | 10 |
|
|
2025
Q1 | $3.93M | Sell |
17,708
-346
| -2% | -$76.9K | 2.65% | 9 |
|
|
2024
Q4 | $4.52M | Sell |
18,054
-379
| -2% | -$94.9K | 2.98% | 8 |
|
|
2024
Q3 | $4.29M | Buy |
18,433
+57
| +0.3% | +$13.3K | 2.69% | 8 |
|
|
2024
Q2 | $3.87M | Sell |
18,376
-709
| -4% | -$149K | 2.38% | 11 |
|
|
2024
Q1 | $3.27M | Sell |
19,085
-95
| -0.5% | -$16.3K | 2.02% | 13 |
|
|
2023
Q4 | $3.69M | Sell |
19,180
-2,684
| -12% | -$517K | 2.43% | 10 |
|
|
2023
Q3 | $3.74M | Sell |
21,864
-378
| -2% | -$64.7K | 2.39% | 11 |
|
|
2023
Q2 | $4.31M | Sell |
22,242
-928
| -4% | -$180K | 2.92% | 10 |
|
|
2023
Q1 | $3.82M | Sell |
23,170
-48
| -0.2% | -$7.92K | 3.01% | 10 |
|
|
2022
Q4 | $3.02M | Buy |
23,218
+8
| +0% | +$1.04K | 2.68% | 10 |
|
|
2022
Q3 | $3.21M | Sell |
23,210
-34
| -0.1% | -$4.7K | 2.93% | 9 |
|
|
2022
Q2 | $3.18M | Buy |
23,244
+9
| +0% | +$1.23K | 3.46% | 8 |
|
|
2022
Q1 | $4.06M | Buy |
23,235
+53
| +0.2% | +$9.25K | 4.24% | 7 |
|
|
2021
Q4 | $4.12M | Sell |
23,182
-62
| -0.3% | -$11K | 4.17% | 7 |
|
|
2021
Q3 | $3.29M | Sell |
23,244
-466
| -2% | -$65.9K | 3.11% | 10 |
|
|
2021
Q2 | $3.25M | Buy |
23,710
+2,115
| +10% | +$290K | 2.92% | 9 |
|
|
2021
Q1 | $2.64M | Buy |
+21,595
| New | +$2.64M | 2.55% | 9 |
|