PWG
Portside Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7M | Sell |
34,095
-18,509
| -35% | -$3.8M | 1.04% | 18 |
|
|
2025
Q1 | $11.7M | Sell |
52,604
-11,716
| -18% | -$2.6M | 1.91% | 6 |
|
|
2024
Q4 | $16.1M | Buy |
64,320
+1,800
| +3% | +$451K | 2.66% | 4 |
|
|
2024
Q3 | $14.6M | Buy |
62,520
+28,460
| +84% | +$6.63M | 2.49% | 4 |
|
|
2024
Q2 | $7.17M | Sell |
34,060
-219
| -0.6% | -$46.1K | 1.37% | 12 |
|
|
2024
Q1 | $5.88M | Buy |
34,279
+753
| +2% | +$129K | 1.09% | 16 |
|
|
2023
Q4 | $6.45M | Sell |
33,526
-2,851
| -8% | -$549K | 1.2% | 15 |
|
|
2023
Q3 | $6.23M | Sell |
36,377
-1,137
| -3% | -$195K | 1.17% | 16 |
|
|
2023
Q2 | $7.28M | Buy |
+37,514
| New | +$7.28M | 1.35% | 11 |
|