PGWM
Pitti Group Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
6,660
+603
| +10% | +$124K | 1.18% | 20 |
|
|
2025
Q1 | $1.35M | Buy |
6,057
+48
| +0.8% | +$10.7K | 1.38% | 21 |
|
|
2024
Q4 | $1.5M | Sell |
6,009
-919
| -13% | -$230K | 1.53% | 19 |
|
|
2024
Q3 | $1.33M | Hold |
6,928
| – | – | 1.45% | 19 |
|
|
2024
Q2 | $1.33M | Buy |
6,928
+362
| +6% | +$69.7K | 1.45% | 19 |
|
|
2024
Q1 | $1.15M | Sell |
6,566
-362
| -5% | -$63.4K | 1.28% | 24 |
|
|
2023
Q4 | $1.33M | Sell |
6,928
-1,240
| -15% | -$239K | 1.45% | 19 |
|
|
2023
Q3 | $1.4M | Buy |
8,168
+218
| +3% | +$37.3K | 1.6% | 18 |
|
|
2023
Q2 | $1.54M | Sell |
7,950
-633
| -7% | -$123K | 1.73% | 15 |
|
|
2023
Q1 | $1.42M | Sell |
8,583
-1,368
| -14% | -$226K | 1.58% | 15 |
|
|
2022
Q4 | $1.29M | Buy |
9,951
+318
| +3% | +$41.3K | 1.54% | 17 |
|
|
2022
Q3 | $1.33M | Sell |
9,633
-9
| -0.1% | -$1.24K | 1.84% | 14 |
|
|
2022
Q2 | $1.32M | Sell |
9,642
-349
| -3% | -$47.7K | 1.8% | 14 |
|
|
2022
Q1 | $1.75M | Buy |
9,991
+254
| +3% | +$44.4K | 2.03% | 13 |
|
|
2021
Q4 | $1.73M | Buy |
+9,737
| New | +$1.73M | 1.93% | 12 |
|