PHWM
Pine Harbor Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Buy |
19,319
+928
| +5% | +$190K | 1.39% | 17 |
|
|
2025
Q1 | $4.09M | Sell |
18,391
-2,040
| -10% | -$453K | 1.63% | 16 |
|
|
2024
Q4 | $5.12M | Sell |
20,431
-222
| -1% | -$55.6K | 2.06% | 13 |
|
|
2024
Q3 | $4.81M | Sell |
20,653
-4,129
| -17% | -$962K | 2.39% | 14 |
|
|
2024
Q2 | $5.22M | Buy |
24,782
+906
| +4% | +$191K | 3.07% | 8 |
|
|
2024
Q1 | $4.09M | Sell |
23,876
-37
| -0.2% | -$6.35K | 2.58% | 11 |
|
|
2023
Q4 | $4.6M | Buy |
+23,913
| New | +$4.6M | 3.5% | 8 |
|