PWM
Power Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
12,591
-11
| -0.1% | -$2.26K | 0.99% | 22 |
|
|
2025
Q1 | $2.8M | Sell |
12,602
-249
| -2% | -$55.3K | 1.13% | 16 |
|
|
2024
Q4 | $3.22M | Sell |
12,851
-650
| -5% | -$163K | 1.34% | 18 |
|
|
2024
Q3 | $3.15M | Sell |
13,501
-4,613
| -25% | -$1.07M | 1.34% | 16 |
|
|
2024
Q2 | $3.82M | Buy |
18,114
+4,113
| +29% | +$866K | 1.82% | 15 |
|
|
2024
Q1 | $2.4M | Sell |
14,001
-380
| -3% | -$65.2K | 1.51% | 18 |
|
|
2023
Q4 | $2.77M | Buy |
+14,381
| New | +$2.77M | 1.92% | 15 |
|