PWP
Perfromance Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834M | Sell |
4,066,186
-38,644
| -0.9% | -$7.93M | 26.69% | 1 |
|
|
2025
Q1 | $912M | Sell |
4,104,830
-43,770
| -1% | -$9.72M | 32.57% | 1 |
|
|
2024
Q4 | $1.04B | Sell |
4,148,600
-11,587
| -0.3% | -$2.9M | 33.39% | 1 |
|
|
2024
Q3 | $969M | Buy |
4,160,187
+38,892
| +0.9% | +$9.06M | 33.37% | 1 |
|
|
2024
Q2 | $868M | Buy |
4,121,295
+24,955
| +0.6% | +$5.26M | 31.99% | 1 |
|
|
2024
Q1 | $702M | Buy |
4,096,340
+3,255
| +0.1% | +$558K | 29.48% | 1 |
|
|
2023
Q4 | $788M | Buy |
4,093,085
+1,106
| +0% | +$213K | 34.63% | 1 |
|
|
2023
Q3 | $701M | Sell |
4,091,979
-21,367
| -0.5% | -$3.66M | 34.05% | 1 |
|
|
2023
Q2 | $787M | Sell |
4,113,346
-27,573
| -0.7% | -$5.28M | 36.17% | 1 |
|
|
2023
Q1 | $683M | Buy |
4,140,919
+612
| +0% | +$101K | 35% | 1 |
|
|
2022
Q4 | $538M | Sell |
4,140,307
-73,823
| -2% | -$9.59M | 32.37% | 1 |
|
|
2022
Q3 | $582M | Buy |
4,214,130
+5,662
| +0.1% | +$782K | 33.73% | 1 |
|
|
2022
Q2 | $575M | Sell |
4,208,468
-44,050
| -1% | -$6.02M | 32.34% | 1 |
|
|
2022
Q1 | $743M | Sell |
4,252,518
-3,947
| -0.1% | -$689K | 32.35% | 1 |
|
|
2021
Q4 | $756M | Buy |
+4,256,465
| New | +$756M | 30.51% | 1 |
|