PWM
Purus Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
51,782
+1,017
| +2% | +$209K | 3.69% | 6 |
|
|
2025
Q1 | $11.3M | Buy |
50,765
+1,227
| +2% | +$273K | 4.8% | 4 |
|
|
2024
Q4 | $12.4M | Sell |
49,538
-10
| -0% | -$2.5K | 4.91% | 4 |
|
|
2024
Q3 | $11.5M | Sell |
49,548
-914
| -2% | -$213K | 4.89% | 4 |
|
|
2024
Q2 | $10.6M | Buy |
50,462
+1,629
| +3% | +$343K | 4.69% | 4 |
|
|
2024
Q1 | $8.37M | Sell |
48,833
-181
| -0.4% | -$31K | 4.13% | 5 |
|
|
2023
Q4 | $9.44M | Buy |
49,014
+1,085
| +2% | +$209K | 5.47% | 3 |
|
|
2023
Q3 | $8.21M | Buy |
47,929
+46
| +0.1% | +$7.88K | 5.54% | 2 |
|
|
2023
Q2 | $9.29M | Buy |
47,883
+272
| +0.6% | +$52.8K | 6.02% | 2 |
|
|
2023
Q1 | $7.85M | Sell |
47,611
-435
| -0.9% | -$71.7K | 6.2% | 2 |
|
|
2022
Q4 | $6.24M | Sell |
48,046
-894
| -2% | -$116K | 5.67% | 2 |
|
|
2022
Q3 | $6.76M | Buy |
48,940
+2,104
| +4% | +$291K | 6.23% | 2 |
|
|
2022
Q2 | $6.4M | Sell |
46,836
-91
| -0.2% | -$12.4K | 5.71% | 2 |
|
|
2022
Q1 | $8.19M | Buy |
46,927
+2,837
| +6% | +$495K | 5.66% | 1 |
|
|
2021
Q4 | $7.83M | Buy |
44,090
+629
| +1% | +$112K | 4.91% | 4 |
|
|
2021
Q3 | $6.15M | Buy |
43,461
+2,224
| +5% | +$315K | 4.25% | 5 |
|
|
2021
Q2 | $5.65M | Buy |
41,237
+1,201
| +3% | +$164K | 4.06% | 6 |
|
|
2021
Q1 | $4.89M | Buy |
40,036
+1,548
| +4% | +$189K | 4.11% | 5 |
|
|
2020
Q4 | $5.11M | Buy |
+38,488
| New | +$5.11M | 4.55% | 3 |
|