PWM
Provident Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
9,573
-61
| -0.6% | -$12.5K | 0.64% | 24 |
|
|
2025
Q1 | $2.14M | Buy |
9,634
+97
| +1% | +$21.5K | 0.74% | 23 |
|
|
2024
Q4 | $2.39M | Sell |
9,537
-121
| -1% | -$30.3K | 0.8% | 22 |
|
|
2024
Q3 | $2.25M | Sell |
9,658
-831
| -8% | -$194K | 0.77% | 24 |
|
|
2024
Q2 | $2.21M | Sell |
10,489
-2,067
| -16% | -$435K | 0.81% | 24 |
|
|
2024
Q1 | $2.15M | Sell |
12,556
-717
| -5% | -$123K | 0.81% | 25 |
|
|
2023
Q4 | $2.56M | Buy |
13,273
+391
| +3% | +$75.3K | 1.12% | 21 |
|
|
2023
Q3 | $2.21M | Sell |
12,882
-956
| -7% | -$164K | 1.07% | 23 |
|
|
2023
Q2 | $2.68M | Sell |
13,838
-615
| -4% | -$119K | 1.32% | 19 |
|
|
2023
Q1 | $2.38M | Sell |
14,453
-5,657
| -28% | -$933K | 1.22% | 19 |
|
|
2022
Q4 | $2.61M | Sell |
20,110
-2,142
| -10% | -$278K | 1.53% | 18 |
|
|
2022
Q3 | $3.08M | Buy |
22,252
+45
| +0.2% | +$6.22K | 1.86% | 18 |
|
|
2022
Q2 | $3.04M | Sell |
22,207
-748
| -3% | -$102K | 1.93% | 17 |
|
|
2022
Q1 | $4.01M | Buy |
22,955
+6,559
| +40% | +$1.15M | 2.43% | 12 |
|
|
2021
Q4 | $2.91M | Buy |
16,396
+518
| +3% | +$92K | 1.91% | 18 |
|
|
2021
Q3 | $2.25M | Buy |
15,878
+12,352
| +350% | +$1.75M | 1.7% | 20 |
|
|
2021
Q2 | $483K | Hold |
3,526
| – | – | 0.41% | 35 |
|
|
2021
Q1 | $431K | Hold |
3,526
| – | – | 0.48% | 37 |
|
|
2020
Q4 | $468K | Sell |
3,526
-1,270
| -26% | -$169K | 0.54% | 28 |
|
|
2020
Q3 | $555K | Buy |
4,796
+3,593
| +299% | +$416K | 0.64% | 26 |
|
|
2020
Q2 | $439K | Sell |
1,203
-98
| -8% | -$35.8K | 0.48% | 27 |
|
|
2020
Q1 | $331K | Buy |
1,301
+101
| +8% | +$25.7K | 0.4% | 33 |
|
|
2019
Q4 | $352K | Buy |
+1,200
| New | +$352K | 0.31% | 38 |
|