PPWP
Proquility Private Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.64M | Buy |
7,362
+250
| +4% | +$55.5K | 0.5% | 60 |
|
|
2024
Q4 | $1.78M | Sell |
7,112
-69
| -1% | -$17.3K | 0.57% | 50 |
|
|
2024
Q3 | $1.67M | Sell |
7,181
-1,170
| -14% | -$273K | 0.54% | 53 |
|
|
2024
Q2 | $1.76M | Buy |
8,351
+3,671
| +78% | +$773K | 0.6% | 48 |
|
|
2024
Q1 | $803K | Buy |
4,680
+73
| +2% | +$12.5K | 0.27% | 78 |
|
|
2023
Q4 | $887K | Sell |
4,607
-1,105
| -19% | -$213K | 0.34% | 70 |
|
|
2023
Q3 | $978K | Sell |
5,712
-89
| -2% | -$15.2K | 0.4% | 64 |
|
|
2023
Q2 | $1.13M | Sell |
5,801
-229
| -4% | -$44.4K | 0.44% | 63 |
|
|
2023
Q1 | $994K | Buy |
6,030
+679
| +13% | +$112K | 0.4% | 65 |
|
|
2022
Q4 | $695K | Sell |
5,351
-80
| -1% | -$10.4K | 0.29% | 73 |
|
|
2022
Q3 | $751K | Sell |
5,431
-2,250
| -29% | -$311K | 0.35% | 69 |
|
|
2022
Q2 | $1.05M | Buy |
7,681
+2,304
| +43% | +$315K | 0.45% | 65 |
|
|
2022
Q1 | $767K | Sell |
5,377
-2,525
| -32% | -$360K | 0.32% | 71 |
|
|
2021
Q4 | $1.36M | Sell |
7,902
-1,603
| -17% | -$276K | 0.48% | 62 |
|
|
2021
Q3 | $1.35M | Buy |
9,505
+156
| +2% | +$22.1K | 0.51% | 61 |
|
|
2021
Q2 | $1.28M | Buy |
9,349
+189
| +2% | +$25.9K | 0.48% | 61 |
|
|
2021
Q1 | $1.12M | Buy |
+9,160
| New | +$1.12M | 0.45% | 62 |
|