PWMAG
Pinnacle Wealth Management Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47M | Buy |
229,256
+2,690
| +1% | +$552K | 3.9% | 3 |
|
|
2025
Q1 | $50.3M | Buy |
226,566
+502
| +0.2% | +$112K | 4.7% | 1 |
|
|
2024
Q4 | $56.6M | Sell |
226,064
-2,008
| -0.9% | -$503K | 5.29% | 1 |
|
|
2024
Q3 | $53.1M | Sell |
228,072
-1,832
| -0.8% | -$427K | 5.08% | 1 |
|
|
2024
Q2 | $48.4M | Sell |
229,904
-4,118
| -2% | -$867K | 5% | 1 |
|
|
2024
Q1 | $40.1M | Sell |
234,022
-3,416
| -1% | -$586K | 4.31% | 1 |
|
|
2023
Q4 | $45.7M | Buy |
237,438
+2,773
| +1% | +$534K | 5.35% | 1 |
|
|
2023
Q3 | $40.2M | Sell |
234,665
-4,932
| -2% | -$844K | 5.21% | 1 |
|
|
2023
Q2 | $46.5M | Sell |
239,597
-1,881
| -0.8% | -$365K | 5.78% | 1 |
|
|
2023
Q1 | $39.8M | Buy |
241,478
+6,565
| +3% | +$1.08M | 5.38% | 1 |
|
|
2022
Q4 | $30.5M | Sell |
234,913
-2,175
| -0.9% | -$283K | 4.59% | 1 |
|
|
2022
Q3 | $32.8M | Buy |
237,088
+25,906
| +12% | +$3.58M | 5.45% | 1 |
|
|
2022
Q2 | $28.9M | Buy |
211,182
+6,841
| +3% | +$935K | 4.66% | 1 |
|
|
2022
Q1 | $35.7M | Buy |
204,341
+9,017
| +5% | +$1.57M | 5.14% | 1 |
|
|
2021
Q4 | $34.7M | Buy |
195,324
+68,826
| +54% | +$12.2M | 5.67% | 1 |
|
|
2021
Q3 | $17.9M | Sell |
126,498
-204
| -0.2% | -$28.9K | 4.19% | 2 |
|
|
2021
Q2 | $17.4M | Buy |
126,702
+4,012
| +3% | +$549K | 4.07% | 2 |
|
|
2021
Q1 | $15M | Buy |
122,690
+10,349
| +9% | +$1.26M | 4.21% | 2 |
|
|
2020
Q4 | $14.9M | Buy |
112,341
+31,304
| +39% | +$4.15M | 4.54% | 2 |
|
|
2020
Q3 | $9.39M | Buy |
81,037
+60,172
| +288% | +$6.97M | 3.27% | 5 |
|
|
2020
Q2 | $7.61M | Buy |
20,865
+1,351
| +7% | +$493K | 2.83% | 6 |
|
|
2020
Q1 | $4.96M | Sell |
19,514
-936
| -5% | -$238K | 2.41% | 10 |
|
|
2019
Q4 | $6.01M | Sell |
20,450
-210
| -1% | -$61.7K | 2.24% | 8 |
|
|
2019
Q3 | $4.63M | Buy |
20,660
+863
| +4% | +$193K | 1.94% | 11 |
|
|
2019
Q2 | $3.92M | Sell |
19,797
-610
| -3% | -$121K | 1.67% | 13 |
|
|
2019
Q1 | $3.88M | Buy |
20,407
+137
| +0.7% | +$26K | 1.75% | 11 |
|
|
2018
Q4 | $3.2M | Buy |
20,270
+5,911
| +41% | +$932K | 1.73% | 13 |
|
|
2018
Q3 | $3.24M | Sell |
14,359
-22
| -0.2% | -$4.97K | 1.6% | 16 |
|
|
2018
Q2 | $2.66M | Buy |
14,381
+1,308
| +10% | +$242K | 1.43% | 17 |
|
|
2018
Q1 | $2.19M | Buy |
13,073
+2,156
| +20% | +$362K | 1.24% | 18 |
|
|
2017
Q4 | $1.85M | Buy |
10,917
+164
| +2% | +$27.8K | 1.02% | 24 |
|
|
2017
Q3 | $1.66M | Sell |
10,753
-190
| -2% | -$29.3K | 0.96% | 25 |
|
|
2017
Q2 | $1.58M | Buy |
10,943
+1,251
| +13% | +$180K | 0.98% | 28 |
|
|
2017
Q1 | $1.39M | Sell |
9,692
-775
| -7% | -$111K | 0.96% | 28 |
|
|
2016
Q4 | $1.21M | Buy |
10,467
+1,022
| +11% | +$118K | 0.87% | 33 |
|
|
2016
Q3 | $1.07M | Sell |
9,445
-1,855
| -16% | -$210K | 0.81% | 41 |
|
|
2016
Q2 | $1.08M | Sell |
11,300
-2,971
| -21% | -$284K | 0.86% | 39 |
|
|
2016
Q1 | $1.56M | Sell |
14,271
-699
| -5% | -$76.2K | 1.38% | 21 |
|
|
2015
Q4 | $1.58M | Buy |
14,970
+7,100
| +90% | +$747K | 1.44% | 21 |
|
|
2015
Q3 | $868K | Buy |
7,870
+2,415
| +44% | +$266K | 0.84% | 39 |
|
|
2015
Q2 | $684K | Buy |
5,455
+1,115
| +26% | +$140K | 0.63% | 54 |
|
|
2015
Q1 | $540K | Buy |
4,340
+300
| +7% | +$37.3K | 0.48% | 64 |
|
|
2014
Q4 | $446K | Buy |
+4,040
| New | +$446K | 0.42% | 68 |
|