PWMG
Private Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Sell |
35,709
-441
| -1% | -$90.5K | 2.43% | 16 |
|
|
2025
Q1 | $8.03M | Sell |
36,150
-5,064
| -12% | -$1.12M | 2.96% | 14 |
|
|
2024
Q4 | $10.3M | Buy |
41,214
+23,638
| +134% | +$5.92M | 3.95% | 10 |
|
|
2024
Q3 | $4.1M | Sell |
17,576
-351
| -2% | -$81.8K | 1.62% | 16 |
|
|
2024
Q2 | $3.78M | Sell |
17,927
-1,337
| -7% | -$282K | 1.64% | 15 |
|
|
2024
Q1 | $3.3M | Buy |
19,264
+570
| +3% | +$97.7K | 1.5% | 15 |
|
|
2023
Q4 | $3.6M | Buy |
+18,694
| New | +$3.6M | 1.77% | 14 |
|