PWM
Paulson Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
101,907
-207
| -0.2% | -$42.5K | 5.41% | 5 |
|
|
2025
Q1 | $22.7M | Sell |
102,114
-2,650
| -3% | -$589K | 6.39% | 5 |
|
|
2024
Q4 | $26.2M | Sell |
104,764
-1,226
| -1% | -$307K | 7.16% | 5 |
|
|
2024
Q3 | $24.7M | Sell |
105,990
-2,028
| -2% | -$473K | 6.61% | 4 |
|
|
2024
Q2 | $22.8M | Sell |
108,018
-291
| -0.3% | -$61.3K | 6.64% | 4 |
|
|
2024
Q1 | $18.6M | Buy |
108,309
+406
| +0.4% | +$69.6K | 5.46% | 5 |
|
|
2023
Q4 | $20.8M | Sell |
107,903
-785
| -0.7% | -$151K | 6.66% | 4 |
|
|
2023
Q3 | $18.6M | Buy |
108,688
+691
| +0.6% | +$118K | 6.51% | 4 |
|
|
2023
Q2 | $20.9M | Buy |
107,997
+6,166
| +6% | +$1.2M | 7.15% | 4 |
|
|
2023
Q1 | $16.8M | Sell |
101,831
-287
| -0.3% | -$47.3K | 7.47% | 4 |
|
|
2022
Q4 | $13.3M | Buy |
102,118
+366
| +0.4% | +$47.6K | 6.48% | 6 |
|
|
2022
Q3 | $14.1M | Buy |
101,752
+189
| +0.2% | +$26.1K | 7.57% | 6 |
|
|
2022
Q2 | $13.9M | Buy |
101,563
+421
| +0.4% | +$57.6K | 7.31% | 6 |
|
|
2022
Q1 | $17.7M | Sell |
101,142
-295
| -0.3% | -$51.5K | 8.06% | 5 |
|
|
2021
Q4 | $18M | Sell |
101,437
-280
| -0.3% | -$49.7K | 8.05% | 5 |
|
|
2021
Q3 | $14.4M | Sell |
101,717
-74
| -0.1% | -$10.5K | 6.84% | 6 |
|
|
2021
Q2 | $13.9M | Buy |
101,791
+2,360
| +2% | +$323K | 6.75% | 5 |
|
|
2021
Q1 | $13.4M | Buy |
99,431
+85,443
| +611% | +$11.5M | 6.64% | 5 |
|
|
2020
Q4 | $1.86M | Sell |
13,988
-970
| -6% | -$129K | 1.08% | 17 |
|
|
2020
Q3 | $1.73M | Buy |
14,958
+10,903
| +269% | +$1.26M | 1.12% | 17 |
|
|
2020
Q2 | $1.48M | Sell |
4,055
-177
| -4% | -$64.6K | 1.04% | 17 |
|
|
2020
Q1 | $1.2M | Sell |
4,232
-442
| -9% | -$126K | 0.92% | 21 |
|
|
2019
Q4 | $1.49M | Sell |
4,674
-63
| -1% | -$20.1K | 1.05% | 19 |
|
|
2019
Q3 | $1.06M | Sell |
4,737
-93
| -2% | -$20.8K | 0.8% | 22 |
|
|
2019
Q2 | $1.01M | Sell |
4,830
-51
| -1% | -$10.7K | 0.75% | 23 |
|
|
2019
Q1 | $927K | Sell |
4,881
-2,448
| -33% | -$465K | 0.7% | 27 |
|
|
2018
Q4 | $1.12M | Buy |
7,329
+875
| +14% | +$134K | 0.93% | 24 |
|
|
2018
Q3 | $1.44M | Sell |
6,454
-9
| -0.1% | -$2K | 1.29% | 16 |
|
|
2018
Q2 | $1.2M | Sell |
6,463
-223
| -3% | -$41.3K | 1.18% | 21 |
|
|
2018
Q1 | $1.12M | Sell |
6,686
-249
| -4% | -$41.8K | 1.12% | 25 |
|
|
2017
Q4 | $1.17M | Buy |
+6,935
| New | +$1.17M | 1.03% | 24 |
|