PWCM
Processus Wealth & Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Sell |
38,605
-943
| -2% | -$193K | 6.26% | 2 |
|
|
2025
Q1 | $8.78M | Buy |
39,548
+550
| +1% | +$122K | 7.48% | 2 |
|
|
2024
Q4 | $9.77M | Sell |
38,998
-511
| -1% | -$128K | 7.78% | 2 |
|
|
2024
Q3 | $9.21M | Sell |
39,509
-2,118
| -5% | -$493K | 7.59% | 2 |
|
|
2024
Q2 | $8.77M | Buy |
41,627
+352
| +0.9% | +$74.1K | 7.27% | 2 |
|
|
2024
Q1 | $7.08M | Buy |
41,275
+4,330
| +12% | +$743K | 6.27% | 2 |
|
|
2023
Q4 | $7.11M | Buy |
+36,945
| New | +$7.11M | 7.11% | 2 |
|