QWM
QP Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.59M | Sell |
20,953
-4,250
| -17% | -$728K | 6.26% | 1 |
|
|
2023
Q2 | $4.89M | Sell |
25,203
-2,323
| -8% | -$451K | 7.75% | 1 |
|
|
2023
Q1 | $4.54M | Sell |
27,526
-1,598
| -5% | -$264K | 7.43% | 1 |
|
|
2022
Q4 | $3.78M | Buy |
29,124
+2,400
| +9% | +$312K | 5.89% | 2 |
|
|
2022
Q3 | $3.81M | Buy |
26,724
+2,031
| +8% | +$289K | 5.48% | 4 |
|
|
2022
Q2 | $3.38M | Sell |
24,693
-2,932
| -11% | -$401K | 4.63% | 4 |
|
|
2022
Q1 | $4.82M | Buy |
27,625
+28
| +0.1% | +$4.89K | 5.39% | 2 |
|
|
2021
Q4 | $4.9M | Sell |
27,597
-723
| -3% | -$128K | 5.2% | 3 |
|
|
2021
Q3 | $4.01M | Sell |
28,320
-6,295
| -18% | -$891K | 4.3% | 5 |
|
|
2021
Q2 | $4.74M | Sell |
34,615
-1,930
| -5% | -$264K | 4.85% | 4 |
|
|
2021
Q1 | $4.46M | Buy |
36,545
+194
| +0.5% | +$23.7K | 4.86% | 3 |
|
|
2020
Q4 | $4.82M | Sell |
36,351
-4,039
| -10% | -$536K | 5.32% | 2 |
|
|
2020
Q3 | $4.68M | Buy |
40,390
+30,053
| +291% | +$3.48M | 5.99% | 3 |
|
|
2020
Q2 | $3.77M | Sell |
10,337
-685
| -6% | -$250K | 5.21% | 5 |
|
|
2020
Q1 | $3.03M | Sell |
11,022
-243
| -2% | -$66.8K | 4.39% | 5 |
|
|
2019
Q4 | $3.65M | Buy |
+11,265
| New | +$3.65M | 4.45% | 3 |
|