PWPS
Pinnacle Wealth Planning Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
92,520
+10,129
| +12% | +$2.08M | 2.5% | 7 |
|
|
2025
Q1 | $18.3M | Buy |
82,391
+4,571
| +6% | +$1.02M | 2.75% | 6 |
|
|
2024
Q4 | $19.5M | Sell |
77,820
-19,353
| -20% | -$4.85M | 2.93% | 5 |
|
|
2024
Q3 | $22.6M | Buy |
97,173
+8,006
| +9% | +$1.87M | 3.08% | 5 |
|
|
2024
Q2 | $18.8M | Sell |
89,167
-92
| -0.1% | -$19.4K | 2.68% | 6 |
|
|
2024
Q1 | $15.3M | Buy |
89,259
+1,139
| +1% | +$195K | 2.24% | 6 |
|
|
2023
Q4 | $17M | Sell |
88,120
-965
| -1% | -$186K | 2.67% | 5 |
|
|
2023
Q3 | $15.3M | Sell |
89,085
-436
| -0.5% | -$74.6K | 2.51% | 6 |
|
|
2023
Q2 | $17.4M | Sell |
89,521
-2,302
| -3% | -$447K | 2.8% | 6 |
|
|
2023
Q1 | $15.1M | Sell |
91,823
-2,192
| -2% | -$361K | 2.52% | 6 |
|
|
2022
Q4 | $12.2M | Sell |
94,015
-2,132
| -2% | -$277K | 2.17% | 6 |
|
|
2022
Q3 | $13.3M | Buy |
96,147
+3,172
| +3% | +$438K | 2.46% | 6 |
|
|
2022
Q2 | $12.7M | Buy |
92,975
+4,877
| +6% | +$667K | 2.28% | 6 |
|
|
2022
Q1 | $15.4M | Buy |
88,098
+9,778
| +12% | +$1.71M | 2.8% | 4 |
|
|
2021
Q4 | $13.9M | Buy |
78,320
+3,832
| +5% | +$680K | 2.72% | 4 |
|
|
2021
Q3 | $10.5M | Buy |
+74,488
| New | +$10.5M | 2.33% | 3 |
|
|
2021
Q2 | – | Sell |
-73,292
| Closed | -$8.95M | – | 353 |
|
|
2021
Q1 | $8.95M | Buy |
73,292
+6,521
| +10% | +$797K | 2.3% | 6 |
|
|
2020
Q4 | $8.86M | Buy |
66,771
+790
| +1% | +$105K | 2.12% | 7 |
|
|
2020
Q3 | $7.64M | Buy |
65,981
+49,248
| +294% | +$5.7M | 2.52% | 7 |
|
|
2020
Q2 | $6.1M | Sell |
16,733
-1,377
| -8% | -$502K | 1.98% | 12 |
|
|
2020
Q1 | $4.6M | Buy |
18,110
+3,882
| +27% | +$987K | 2.19% | 6 |
|
|
2019
Q4 | $4.18M | Buy |
14,228
+1,580
| +12% | +$464K | 1.97% | 8 |
|
|
2019
Q3 | $2.83M | Buy |
12,648
+3,591
| +40% | +$804K | 1.54% | 11 |
|
|
2019
Q2 | $1.79M | Buy |
9,057
+1,400
| +18% | +$277K | 1.08% | 14 |
|
|
2019
Q1 | $1.46M | Sell |
7,657
-599
| -7% | -$114K | 0.98% | 17 |
|
|
2018
Q4 | $1.3M | Buy |
8,256
+278
| +3% | +$43.9K | 0.83% | 23 |
|
|
2018
Q3 | $1.8M | Buy |
7,978
+67
| +0.8% | +$15.1K | 1.65% | 9 |
|
|
2018
Q2 | $1.47M | Sell |
7,911
-264
| -3% | -$48.9K | 1.42% | 12 |
|
|
2018
Q1 | $1.37M | Buy |
8,175
+4,871
| +147% | +$817K | 1.41% | 12 |
|
|
2017
Q4 | $559K | Buy |
+3,304
| New | +$559K | 1.14% | 21 |
|