PWM
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PRW Wealth Management’s Apple AAPL Stock Holding History

PRW Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.33M Sell
25,436
-408
-2% -$74.8K 1.65% 18
2023
Q2 		$5.01M Buy
25,844
+3,884
+18% +$677K 1.72% 12
2023
Q1 		$3.73M Buy
21,960
+98
+0.4% +$14.5K 1.46% 19
2022
Q4 		$2.84M Hold
21,862
– – 1.22% 14
2022
Q3 		$3.02M Buy
21,862
+275
+1% +$43.2K 1.44% 15
2022
Q2 		$2.95M Sell
21,587
-5,679
-21% -$860K 1.74% 12
2022
Q1 		$4.76M Buy
27,266
+1,582
+6% +$266K 2.11% 8
2021
Q4 		$4.56M Sell
25,684
-355
-1% -$56.1K 2.12% 10
2021
Q3 		$3.68M Sell
26,039
-82,831
-76% -$12.2M 1.84% 13
2021
Q2 		$14.9M Buy
108,870
+84,453
+346% +$10.9M 4.38% 1
2021
Q1 		$2.98M Sell
24,417
-4,857
-17% -$623K 1.46% 18
2020
Q4 		$3.88M Sell
29,274
-253
-0.9% -$30.4K 2.18% 9
2020
Q3 		$3.42M Sell
29,527
-4,105
-12% -$448K 2.45% 11
2020
Q2 		$3.07M Sell
33,632
-588
-2% -$45.6K 2.44% 10
2020
Q1 		$2.17M Buy
34,220
+2,044
+6% +$150K 2.64% 9
2019
Q4 		$2.36M Sell
32,176
-184
-0.6% -$11.8K 2.68% 11
2019
Q3 		$1.81M Sell
32,360
-1,404
-4% -$73.4K 2.2% 13
2019
Q2 		$1.67M Sell
33,764
-2,404
-7% -$117K 1.85% 15
2019
Q1 		$1.72M Buy
36,168
+364
+1% +$15.4K 1.6% 14
2018
Q4 		$1.41M Buy
+35,804
New +$1.74M 1.75% 15

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return