SWA
Safir Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
1,200
| – | – | 0.18% | 13 |
|
|
2025
Q1 | $267K | Hold |
1,200
| – | – | 0.21% | 14 |
|
|
2024
Q4 | $301K | Hold |
1,200
| – | – | 0.23% | 12 |
|
|
2024
Q3 | $280K | Hold |
1,200
| – | – | 0.22% | 13 |
|
|
2024
Q2 | $253K | Hold |
1,200
| – | – | 0.21% | 13 |
|
|
2024
Q1 | $206K | Hold |
1,200
| – | – | 0.17% | 16 |
|
|
2023
Q4 | $231K | Hold |
1,200
| – | – | 0.21% | 13 |
|
|
2023
Q3 | $205K | Hold |
1,200
| – | – | 0.2% | 15 |
|
|
2023
Q2 | $233K | Buy |
+1,200
| New | +$233K | 0.22% | 12 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$210K | – | 15 |
|
|
2022
Q1 | $210K | Buy |
+1,200
| New | +$210K | 0.18% | 16 |
|
|
2021
Q1 | – | Sell |
-1,329
| Closed | -$176K | – | 14 |
|
|
2020
Q4 | $176K | Buy |
+1,329
| New | +$176K | 0.16% | 16 |
|