SWM
Sagace Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
4,938
-27
| -0.5% | -$5.54K | 0.76% | 34 |
|
|
2025
Q1 | $1.1M | Sell |
4,965
-31
| -0.6% | -$6.89K | 0.83% | 36 |
|
|
2024
Q4 | $1.25M | Sell |
4,996
-420
| -8% | -$105K | 0.94% | 34 |
|
|
2024
Q3 | $1.25M | Buy |
5,416
+1,391
| +35% | +$322K | 0.97% | 35 |
|
|
2024
Q2 | $901K | Buy |
+4,025
| New | +$901K | 0.88% | 35 |
|