PWP
Principle Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3M | Buy |
376,641
+8,610
| +2% | +$1.77M | 4.83% | 4 |
|
|
2025
Q1 | $81.8M | Sell |
368,031
-2,593
| -0.7% | -$576K | 5.84% | 2 |
|
|
2024
Q4 | $92.8M | Buy |
370,624
+723
| +0.2% | +$181K | 6.51% | 1 |
|
|
2024
Q3 | $86.2M | Buy |
369,901
+794
| +0.2% | +$185K | 6.1% | 1 |
|
|
2024
Q2 | $77.7M | Buy |
369,107
+109
| +0% | +$23K | 5.92% | 1 |
|
|
2024
Q1 | $63.3M | Buy |
368,998
+561
| +0.2% | +$96.2K | 4.94% | 2 |
|
|
2023
Q4 | $70.9M | Sell |
368,437
-1,027
| -0.3% | -$198K | 6.11% | 1 |
|
|
2023
Q3 | $63.3M | Sell |
369,464
-1,963
| -0.5% | -$336K | 6.36% | 1 |
|
|
2023
Q2 | $72M | Sell |
371,427
-8,480
| -2% | -$1.64M | 7.24% | 1 |
|
|
2023
Q1 | $62.6M | Buy |
379,907
+2,936
| +0.8% | +$484K | 6.7% | 1 |
|
|
2022
Q4 | $49M | Sell |
376,971
-1,789
| -0.5% | -$232K | 5.55% | 2 |
|
|
2022
Q3 | $52.3K | Sell |
378,760
-1,131
| -0.3% | -$156 | 4.94% | 3 |
|
|
2022
Q2 | $51.9M | Sell |
379,891
-6,875
| -2% | -$940K | 6.25% | 1 |
|
|
2022
Q1 | $67.5M | Sell |
386,766
-3,570
| -0.9% | -$623K | 7.1% | 1 |
|
|
2021
Q4 | $69.3M | Buy |
390,336
+17,383
| +5% | +$3.09M | 7.28% | 1 |
|
|
2021
Q3 | $52.8M | Buy |
372,953
+783
| +0.2% | +$111K | 6.09% | 3 |
|
|
2021
Q2 | $51M | Sell |
372,170
-1,419
| -0.4% | -$194K | 5.79% | 3 |
|
|
2021
Q1 | $45.6M | Buy |
373,589
+25,728
| +7% | +$3.14M | 5.34% | 3 |
|
|
2020
Q4 | $46.2M | Buy |
347,861
+99,672
| +40% | +$13.2M | 6.08% | 2 |
|
|
2020
Q3 | $28.7M | Buy |
248,189
+185,378
| +295% | +$21.5M | 8.01% | 2 |
|
|
2020
Q2 | $22.9M | Buy |
62,811
+1,295
| +2% | +$472K | 6.73% | 4 |
|
|
2020
Q1 | $15.6M | Buy |
61,516
+2,657
| +5% | +$676K | 5.87% | 4 |
|
|
2019
Q4 | $17.3M | Buy |
58,859
+613
| +1% | +$180K | 5.52% | 2 |
|
|
2019
Q3 | $13M | Buy |
58,246
+7,061
| +14% | +$1.58M | 4.51% | 3 |
|
|
2019
Q2 | $10.1M | Buy |
51,185
+3,905
| +8% | +$773K | 5.21% | 2 |
|
|
2019
Q1 | $8.98M | Buy |
47,280
+1,896
| +4% | +$360K | 5.14% | 2 |
|
|
2018
Q4 | $7.16M | Buy |
+45,384
| New | +$7.16M | 6.01% | 1 |
|