QWM
Quaker Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
+27,264
| New | +$5.59M | 1.87% | 16 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4 |
|
|
2024
Q3 | $6.31M | Buy |
+27,061
| New | +$6.31M | 2.31% | 15 |
|
|
2024
Q1 | $4.44M | Sell |
25,870
-111
| -0.4% | -$19K | 1.8% | 19 |
|
|
2023
Q4 | $5M | Sell |
25,981
-831
| -3% | -$160K | 2.25% | 15 |
|
|
2023
Q3 | $4.59M | Buy |
26,812
+802
| +3% | +$137K | 2.24% | 15 |
|
|
2023
Q2 | $5.05M | Sell |
26,010
-489
| -2% | -$94.9K | 2.28% | 15 |
|
|
2023
Q1 | $4.37M | Sell |
26,499
-424
| -2% | -$69.9K | 2.04% | 15 |
|
|
2022
Q4 | $3.5M | Sell |
26,923
-682
| -2% | -$88.6K | 1.77% | 15 |
|
|
2022
Q3 | $3.82M | Sell |
27,605
-584
| -2% | -$80.7K | 2% | 15 |
|
|
2022
Q2 | $3.85M | Buy |
28,189
+414
| +1% | +$56.6K | 1.95% | 13 |
|
|
2022
Q1 | $4.85M | Buy |
27,775
+714
| +3% | +$125K | 2.1% | 14 |
|
|
2021
Q4 | $4.81M | Buy |
+27,061
| New | +$4.81M | 2.04% | 15 |
|
|
2021
Q1 | $3.75M | Buy |
30,687
+148
| +0.5% | +$18.1K | 1.74% | 16 |
|
|
2020
Q4 | $4.05M | Sell |
30,539
-1,601
| -5% | -$212K | 2.13% | 15 |
|
|
2020
Q3 | $3.72M | Buy |
32,140
+24,273
| +309% | +$2.81M | 2% | 14 |
|
|
2020
Q2 | $2.87M | Sell |
7,867
-536
| -6% | -$196K | 1.71% | 15 |
|
|
2020
Q1 | $2.14M | Buy |
8,403
+14
| +0.2% | +$3.56K | 1.52% | 13 |
|
|
2019
Q4 | $2.46M | Buy |
+8,389
| New | +$2.46M | 1.46% | 13 |
|