PWM
Prosperity Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
19,423
-835
| -4% | -$171K | 1.48% | 11 |
|
|
2025
Q1 | $4.5M | Sell |
20,258
-5,733
| -22% | -$1.27M | 2.12% | 9 |
|
|
2024
Q4 | $6.51M | Sell |
25,991
-313
| -1% | -$78.4K | 2.68% | 7 |
|
|
2024
Q3 | $6.13M | Buy |
26,304
+309
| +1% | +$72K | 2.45% | 9 |
|
|
2024
Q2 | $5.48M | Buy |
25,995
+248
| +1% | +$52.2K | 2.69% | 7 |
|
|
2024
Q1 | $4.42M | Buy |
25,747
+2,257
| +10% | +$387K | 2.09% | 7 |
|
|
2023
Q4 | $4.52M | Sell |
23,490
-1,787
| -7% | -$344K | 2.94% | 7 |
|
|
2023
Q3 | $4.33M | Sell |
25,277
-829
| -3% | -$142K | 2.79% | 7 |
|
|
2023
Q2 | $5.06M | Buy |
26,106
+227
| +0.9% | +$44K | 3.28% | 6 |
|
|
2023
Q1 | $4.27M | Buy |
25,879
+20
| +0.1% | +$3.3K | 3.38% | 7 |
|
|
2022
Q4 | $3.36M | Buy |
+25,859
| New | +$3.36M | 3.17% | 8 |
|