PPWM
PFG Private Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
6,375
+173
| +3% | +$35.5K | 0.67% | 18 |
|
|
2025
Q1 | $1.38M | Sell |
6,202
-603
| -9% | -$134K | 0.75% | 18 |
|
|
2024
Q4 | $1.7M | Buy |
6,805
+6
| +0.1% | +$1.5K | 0.97% | 17 |
|
|
2024
Q3 | $1.58M | Sell |
6,799
-14
| -0.2% | -$3.26K | 0.92% | 20 |
|
|
2024
Q2 | $1.43M | Sell |
6,813
-523
| -7% | -$110K | 0.87% | 19 |
|
|
2024
Q1 | $1.26M | Buy |
7,336
+278
| +4% | +$47.7K | 0.79% | 19 |
|
|
2023
Q4 | $1.36M | Buy |
7,058
+1,234
| +21% | +$238K | 0.91% | 18 |
|
|
2023
Q3 | $997K | Sell |
5,824
-1,722
| -23% | -$295K | 0.74% | 18 |
|
|
2023
Q2 | $1.46M | Sell |
7,546
-98
| -1% | -$19K | 0.86% | 18 |
|
|
2023
Q1 | $1.26M | Buy |
7,644
+68
| +0.9% | +$11.2K | 0.8% | 18 |
|
|
2022
Q4 | $984K | Buy |
7,576
+541
| +8% | +$70.3K | 0.61% | 22 |
|
|
2022
Q3 | $972K | Buy |
7,035
+62
| +0.9% | +$8.57K | 0.64% | 23 |
|
|
2022
Q2 | $953K | Sell |
6,973
-170
| -2% | -$23.2K | 0.53% | 30 |
|
|
2022
Q1 | $1.25M | Sell |
7,143
-1,544
| -18% | -$270K | 0.64% | 28 |
|
|
2021
Q4 | $1.54M | Sell |
8,687
-596
| -6% | -$106K | 0.8% | 27 |
|
|
2021
Q3 | $1.31M | Buy |
9,283
+215
| +2% | +$30.4K | 0.77% | 25 |
|
|
2021
Q2 | $1.24M | Buy |
9,068
+265
| +3% | +$36.3K | 0.81% | 25 |
|
|
2021
Q1 | $1.08M | Sell |
8,803
-2,052
| -19% | -$251K | 0.74% | 27 |
|
|
2020
Q4 | $1.44M | Buy |
10,855
+107
| +1% | +$14.2K | 1.1% | 24 |
|
|
2020
Q3 | $1.25M | Buy |
10,748
+7,934
| +282% | +$919K | 1.09% | 23 |
|
|
2020
Q2 | $1.03M | Sell |
2,814
-662
| -19% | -$241K | 0.97% | 24 |
|
|
2020
Q1 | $884K | Sell |
3,476
-944
| -21% | -$240K | 0.95% | 23 |
|
|
2019
Q4 | $1.3M | Buy |
+4,420
| New | +$1.3M | 1.16% | 25 |
|