PWM
PRW Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.33M | Sell |
25,436
-408
| -2% | -$69.5K | 1.65% | 18 |
|
|
2023
Q2 | $5.01M | Buy |
25,844
+3,884
| +18% | +$753K | 1.72% | 12 |
|
|
2023
Q1 | $3.73M | Buy |
21,960
+98
| +0.4% | +$16.6K | 1.46% | 19 |
|
|
2022
Q4 | $2.84M | Hold |
21,862
| – | – | 1.22% | 14 |
|
|
2022
Q3 | $3.02M | Buy |
21,862
+275
| +1% | +$38K | 1.44% | 15 |
|
|
2022
Q2 | $2.95M | Sell |
21,587
-5,679
| -21% | -$776K | 1.73% | 12 |
|
|
2022
Q1 | $4.76M | Buy |
27,266
+1,582
| +6% | +$276K | 2.11% | 8 |
|
|
2021
Q4 | $4.56M | Sell |
25,684
-355
| -1% | -$63K | 2.12% | 10 |
|
|
2021
Q3 | $3.68M | Sell |
26,039
-82,831
| -76% | -$11.7M | 1.84% | 13 |
|
|
2021
Q2 | $14.9M | Buy |
108,870
+84,453
| +346% | +$11.6M | 4.38% | 1 |
|
|
2021
Q1 | $2.98M | Sell |
24,417
-4,857
| -17% | -$593K | 1.46% | 18 |
|
|
2020
Q4 | $3.88M | Sell |
29,274
-253
| -0.9% | -$33.6K | 2.18% | 9 |
|
|
2020
Q3 | $3.42M | Buy |
29,527
+21,119
| +251% | +$2.45M | 2.45% | 11 |
|
|
2020
Q2 | $3.07M | Sell |
8,408
-147
| -2% | -$53.6K | 2.44% | 10 |
|
|
2020
Q1 | $2.18M | Buy |
8,555
+511
| +6% | +$130K | 2.64% | 9 |
|
|
2019
Q4 | $2.36M | Sell |
8,044
-46
| -0.6% | -$13.5K | 2.68% | 11 |
|
|
2019
Q3 | $1.81M | Sell |
8,090
-351
| -4% | -$78.7K | 2.2% | 13 |
|
|
2019
Q2 | $1.67M | Sell |
8,441
-601
| -7% | -$119K | 1.85% | 15 |
|
|
2019
Q1 | $1.72M | Buy |
9,042
+91
| +1% | +$17.3K | 1.6% | 14 |
|
|
2018
Q4 | $1.41M | Buy |
+8,951
| New | +$1.41M | 1.75% | 15 |
|