PWMG
Prestige Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Sell |
105,450
-2,669
| -2% | -$548K | 4.41% | 6 |
|
|
2025
Q1 | $24M | Sell |
108,119
-585
| -0.5% | -$130K | 5.13% | 6 |
|
|
2024
Q4 | $27.2M | Sell |
108,704
-680
| -0.6% | -$170K | 5.66% | 2 |
|
|
2024
Q3 | $25.5M | Sell |
109,384
-1,629
| -1% | -$380K | 5.27% | 6 |
|
|
2024
Q2 | $23.4M | Sell |
111,013
-3,513
| -3% | -$740K | 5.05% | 6 |
|
|
2024
Q1 | $19.6M | Sell |
114,526
-2,995
| -3% | -$514K | 4.23% | 6 |
|
|
2023
Q4 | $22.6M | Sell |
117,521
-860
| -0.7% | -$166K | 5.13% | 6 |
|
|
2023
Q3 | $20.3M | Buy |
118,381
+2,117
| +2% | +$362K | 5% | 6 |
|
|
2023
Q2 | $22.6M | Buy |
116,264
+5,134
| +5% | +$996K | 5.34% | 3 |
|
|
2023
Q1 | $18.3M | Sell |
111,130
-18,709
| -14% | -$3.09M | 4.61% | 6 |
|
|
2022
Q4 | $16.9M | Buy |
129,839
+21,038
| +19% | +$2.73M | 4.4% | 5 |
|
|
2022
Q3 | $15M | Buy |
108,801
+69
| +0.1% | +$9.54K | 4.23% | 5 |
|
|
2022
Q2 | $14.9M | Sell |
108,732
-967
| -0.9% | -$132K | 4.03% | 5 |
|
|
2022
Q1 | $19.2M | Buy |
109,699
+1,093
| +1% | +$191K | 4.71% | 5 |
|
|
2021
Q4 | $19.3M | Sell |
108,606
-225
| -0.2% | -$40K | 4.61% | 6 |
|
|
2021
Q3 | $15.4M | Buy |
108,831
+3,207
| +3% | +$454K | 3.94% | 6 |
|
|
2021
Q2 | $14.5M | Sell |
105,624
-3,036
| -3% | -$416K | 3.84% | 6 |
|
|
2021
Q1 | $13.3M | Buy |
108,660
+505
| +0.5% | +$61.7K | 3.63% | 6 |
|
|
2020
Q4 | $14.4M | Buy |
108,155
+3,170
| +3% | +$421K | 3.93% | 6 |
|
|
2020
Q3 | $12.2M | Buy |
104,985
+79,619
| +314% | +$9.22M | 3.67% | 6 |
|
|
2020
Q2 | $9.25M | Sell |
25,366
-2,026
| -7% | -$739K | 3.26% | 7 |
|
|
2020
Q1 | $6.97M | Buy |
27,392
+3,436
| +14% | +$874K | 2.94% | 7 |
|
|
2019
Q4 | $7.04M | Buy |
23,956
+39
| +0.2% | +$11.5K | 3.85% | 5 |
|
|
2019
Q3 | $5.36M | Buy |
23,917
+2,328
| +11% | +$521K | 3.14% | 5 |
|
|
2019
Q2 | $4.27M | Sell |
21,589
-965
| -4% | -$191K | 2.58% | 5 |
|
|
2019
Q1 | $4.28M | Sell |
22,554
-1,501
| -6% | -$285K | 2.63% | 5 |
|
|
2018
Q4 | $3.79M | Buy |
+24,055
| New | +$3.79M | 2.79% | 7 |
|