PPWP
Premier Path Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Sell |
140,274
-815
| -0.6% | -$167K | 4.01% | 2 |
|
|
2025
Q1 | $31.3M | Sell |
141,089
-183
| -0.1% | -$40.7K | 4.88% | 1 |
|
|
2024
Q4 | $35.4M | Buy |
141,272
+1,371
| +1% | +$343K | 5.39% | 1 |
|
|
2024
Q3 | $32.6M | Buy |
139,901
+206
| +0.1% | +$48K | 5.14% | 1 |
|
|
2024
Q2 | $29.4M | Buy |
139,695
+6,215
| +5% | +$1.31M | 5.01% | 1 |
|
|
2024
Q1 | $22.9M | Sell |
133,480
-2,969
| -2% | -$509K | 4.31% | 1 |
|
|
2023
Q4 | $26.2M | Buy |
+136,449
| New | +$26.2M | 5.8% | 1 |
|