PWG
Private Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Hold |
3,738
| – | – | 0.41% | 33 |
|
|
2025
Q1 | $830K | Sell |
3,738
-2
| -0.1% | -$444 | 0.49% | 30 |
|
|
2024
Q4 | $937K | Sell |
3,740
-7
| -0.2% | -$1.75K | 0.46% | 33 |
|
|
2024
Q3 | $873K | Sell |
3,747
-22
| -0.6% | -$5.13K | 0.44% | 36 |
|
|
2024
Q2 | $794K | Sell |
3,769
-17
| -0.4% | -$3.58K | 0.42% | 36 |
|
|
2024
Q1 | $649K | Sell |
3,786
-27
| -0.7% | -$4.63K | 0.34% | 41 |
|
|
2023
Q4 | $734K | Sell |
3,813
-42
| -1% | -$8.09K | 0.42% | 36 |
|
|
2023
Q3 | $660K | Sell |
3,855
-49
| -1% | -$8.39K | 0.43% | 34 |
|
|
2023
Q2 | $757K | Sell |
3,904
-59
| -1% | -$11.4K | 0.78% | 32 |
|
|
2023
Q1 | $653K | Sell |
3,963
-766
| -16% | -$126K | 0.9% | 32 |
|
|
2022
Q4 | $614K | Buy |
4,729
+702
| +17% | +$91.2K | 0.87% | 31 |
|
|
2022
Q3 | $557K | Sell |
4,027
-447
| -10% | -$61.8K | 0.87% | 28 |
|
|
2022
Q2 | $612K | Buy |
4,474
+229
| +5% | +$31.3K | 0.76% | 29 |
|
|
2022
Q1 | $741K | Buy |
4,245
+938
| +28% | +$164K | 0.55% | 30 |
|
|
2021
Q4 | $587K | Buy |
3,307
+1
| +0% | +$178 | 0.4% | 31 |
|
|
2021
Q3 | $468K | Hold |
3,306
| – | – | 0.31% | 31 |
|
|
2021
Q2 | $453K | Sell |
3,306
-55
| -2% | -$7.54K | 0.3% | 31 |
|
|
2021
Q1 | $411K | Hold |
3,361
| – | – | 0.29% | 30 |
|
|
2020
Q4 | $446K | Sell |
3,361
-463
| -12% | -$61.4K | 0.37% | 26 |
|
|
2020
Q3 | $443K | Buy |
3,824
+2,984
| +355% | +$346K | 0.36% | 23 |
|
|
2020
Q2 | $306K | Buy |
840
+36
| +4% | +$13.1K | 0.25% | 23 |
|
|
2020
Q1 | $204K | Hold |
804
| – | – | 0.24% | 27 |
|
|
2019
Q4 | $236K | Buy |
+804
| New | +$236K | 0.25% | 30 |
|
|
2018
Q4 | – | Sell |
-1,032
| Closed | -$233K | – | 21 |
|
|
2018
Q3 | $233K | Buy |
+1,032
| New | +$233K | 0.24% | 21 |
|