PJWM
Philip James Wealth Mangement’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Hold |
21,271
| – | – | 0.56% | 39 |
|
|
2025
Q1 | $4.72M | Sell |
21,271
-432
| -2% | -$96K | 0.57% | 43 |
|
|
2024
Q4 | $5.43M | Buy |
21,703
+685
| +3% | +$172K | 0.7% | 32 |
|
|
2024
Q3 | $4.9M | Buy |
21,018
+13,960
| +198% | +$3.25M | 0.6% | 41 |
|
|
2024
Q2 | $1.49M | Sell |
7,058
-297
| -4% | -$62.6K | 0.99% | 19 |
|
|
2024
Q1 | $1.26M | Sell |
7,355
-331
| -4% | -$56.8K | 0.89% | 23 |
|
|
2023
Q4 | $1.48M | Buy |
+7,686
| New | +$1.48M | 1.15% | 18 |
|