PWM
Pinnacle Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
11,721
+4,741
| +68% | +$973K | 2.01% | 23 |
|
|
2025
Q1 | $1.55M | Sell |
6,980
-3,690
| -35% | -$820K | 1.75% | 12 |
|
|
2024
Q4 | $2.67M | Sell |
10,670
-101
| -0.9% | -$25.3K | 2.97% | 11 |
|
|
2024
Q3 | $2.51M | Sell |
10,771
-37
| -0.3% | -$8.62K | 3% | 11 |
|
|
2024
Q2 | $2.28M | Sell |
10,808
-2,028
| -16% | -$427K | 2.85% | 15 |
|
|
2024
Q1 | $2.2M | Sell |
12,836
-2,965
| -19% | -$508K | 2.29% | 16 |
|
|
2023
Q4 | $3.04M | Buy |
15,801
+2,320
| +17% | +$447K | 3.48% | 12 |
|
|
2023
Q3 | $2.31M | Buy |
13,481
+613
| +5% | +$105K | 2.8% | 14 |
|
|
2023
Q2 | $2.5M | Buy |
+12,868
| New | +$2.5M | 2.52% | 8 |
|
|
2022
Q4 | $1.59M | Sell |
12,266
-864
| -7% | -$112K | 1.92% | 28 |
|
|
2022
Q3 | $1.82M | Buy |
13,130
+160
| +1% | +$22.1K | 2.2% | 11 |
|
|
2022
Q2 | $1.77M | Buy |
12,970
+656
| +5% | +$89.7K | 2.49% | 16 |
|
|
2022
Q1 | $2.15M | Sell |
12,314
-2,560
| -17% | -$447K | 2.51% | 12 |
|
|
2021
Q4 | $2.64M | Buy |
+14,874
| New | +$2.64M | 2.26% | 13 |
|