QWP
Quotient Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
74,685
-1,091
| -1% | -$224K | 0.45% | 28 |
|
|
2025
Q1 | $16.8M | Buy |
75,776
+107
| +0.1% | +$23.8K | 0.54% | 24 |
|
|
2024
Q4 | $18.9M | Buy |
75,669
+2,522
| +3% | +$632K | 0.62% | 25 |
|
|
2024
Q3 | $17M | Sell |
73,147
-690
| -0.9% | -$161K | 0.56% | 25 |
|
|
2024
Q2 | $15.6M | Sell |
73,837
-688
| -0.9% | -$145K | 0.54% | 27 |
|
|
2024
Q1 | $12.8M | Sell |
74,525
-6,935
| -9% | -$1.19M | 0.46% | 28 |
|
|
2023
Q4 | $15.7M | Buy |
+81,460
| New | +$15.7M | 0.61% | 28 |
|