PWM
PBMares Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Sell |
34,165
-4,017
| -11% | -$824K | 1.28% | 18 |
|
|
2025
Q1 | $8.48M | Sell |
38,182
-4,611
| -11% | -$1.02M | 1.7% | 14 |
|
|
2024
Q4 | $10.7M | Buy |
42,793
+497
| +1% | +$124K | 2.19% | 12 |
|
|
2024
Q3 | $9.86M | Buy |
42,296
+214
| +0.5% | +$49.9K | 2.06% | 14 |
|
|
2024
Q2 | $8.86M | Buy |
42,082
+1,275
| +3% | +$269K | 2.18% | 14 |
|
|
2024
Q1 | $7M | Buy |
40,807
+995
| +2% | +$171K | 1.82% | 16 |
|
|
2023
Q4 | $7.66M | Buy |
39,812
+547
| +1% | +$105K | 2.3% | 11 |
|
|
2023
Q3 | $6.72M | Sell |
39,265
-849
| -2% | -$145K | 2.42% | 9 |
|
|
2023
Q2 | $7.78M | Sell |
40,114
-151
| -0.4% | -$29.3K | 2.78% | 8 |
|
|
2023
Q1 | $6.64M | Buy |
40,265
+3,092
| +8% | +$510K | 2.47% | 9 |
|
|
2022
Q4 | $4.83M | Sell |
37,173
-1,587
| -4% | -$206K | 1.95% | 11 |
|
|
2022
Q3 | $5.36M | Buy |
38,760
+424
| +1% | +$58.6K | 2.34% | 11 |
|
|
2022
Q2 | $5.24M | Buy |
38,336
+985
| +3% | +$135K | 2.25% | 12 |
|
|
2022
Q1 | $6.52M | Buy |
37,351
+3,775
| +11% | +$659K | 4.02% | 5 |
|
|
2021
Q4 | $5.96M | Buy |
33,576
+217
| +0.7% | +$38.5K | 2.52% | 11 |
|
|
2021
Q3 | $4.72M | Buy |
33,359
+566
| +2% | +$80.1K | 2.25% | 11 |
|
|
2021
Q2 | $4.49M | Buy |
32,793
+1,910
| +6% | +$262K | 2.45% | 9 |
|
|
2021
Q1 | $3.77M | Buy |
30,883
+4,908
| +19% | +$599K | 3.08% | 4 |
|
|
2020
Q4 | $3.45M | Buy |
25,975
+591
| +2% | +$78.4K | 3.96% | 2 |
|
|
2020
Q3 | $2.94M | Buy |
25,384
+19,453
| +328% | +$2.25M | 4.32% | 2 |
|
|
2020
Q2 | $2.16M | Sell |
5,931
-239
| -4% | -$87.2K | 3.25% | 3 |
|
|
2020
Q1 | $1.57M | Sell |
6,170
-18
| -0.3% | -$4.58K | 2.47% | 7 |
|
|
2019
Q4 | $1.82M | Buy |
+6,188
| New | +$1.82M | 2.16% | 6 |
|