PWMG
Pinnacle Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
+12,322
| New | +$2.53M | 1.45% | 24 |
|
|
2025
Q1 | – | Sell |
-14,125
| Closed | -$3.54M | – | 106 |
|
|
2024
Q4 | $3.54M | Sell |
14,125
-275
| -2% | -$68.9K | 2.2% | 17 |
|
|
2024
Q3 | $3.36M | Buy |
14,400
+70
| +0.5% | +$16.3K | 2.12% | 17 |
|
|
2024
Q2 | $3.02M | Sell |
14,330
-166
| -1% | -$35K | 2.04% | 18 |
|
|
2024
Q1 | $2.49M | Sell |
14,496
-122
| -0.8% | -$20.9K | 1.85% | 19 |
|
|
2023
Q4 | $2.81M | Sell |
14,618
-213
| -1% | -$41K | 2.31% | 13 |
|
|
2023
Q3 | $2.54M | Sell |
14,831
-240
| -2% | -$41.1K | 2.31% | 12 |
|
|
2023
Q2 | $2.92M | Sell |
15,071
-481
| -3% | -$93.3K | 2.55% | 9 |
|
|
2023
Q1 | $2.56M | Sell |
15,552
-1,275
| -8% | -$210K | 2.22% | 12 |
|
|
2022
Q4 | $2.19M | Sell |
16,827
-19,702
| -54% | -$2.56M | 1.94% | 12 |
|
|
2022
Q3 | $5.05M | Sell |
36,529
-906
| -2% | -$125K | 4.45% | 4 |
|
|
2022
Q2 | $5.12M | Buy |
37,435
+360
| +1% | +$49.2K | 4.28% | 4 |
|
|
2022
Q1 | $6.47M | Buy |
37,075
+525
| +1% | +$91.7K | 4.87% | 4 |
|
|
2021
Q4 | $6.49M | Sell |
36,550
-5
| -0% | -$888 | 4.81% | 3 |
|
|
2021
Q3 | $5.17M | Buy |
36,555
+514
| +1% | +$72.7K | 3.89% | 4 |
|
|
2021
Q2 | $4.94M | Buy |
+36,041
| New | +$4.94M | 3.6% | 5 |
|