SPWG
Sage Private Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
15,681
+2,623
| +20% | +$538K | 2.06% | 10 |
|
|
2025
Q1 | $2.9M | Buy |
13,058
+18
| +0.1% | +$4K | 2.2% | 7 |
|
|
2024
Q4 | $3.27M | Sell |
13,040
-88
| -0.7% | -$22K | 2.45% | 8 |
|
|
2024
Q3 | $3.06M | Sell |
13,128
-992
| -7% | -$231K | 2.41% | 7 |
|
|
2024
Q2 | $2.97M | Buy |
14,120
+3,041
| +27% | +$641K | 2.5% | 7 |
|
|
2024
Q1 | $1.9M | Buy |
11,079
+3,154
| +40% | +$541K | 1.52% | 10 |
|
|
2023
Q4 | $1.53M | Buy |
7,925
+951
| +14% | +$183K | 1.36% | 11 |
|
|
2023
Q3 | $1.19M | Buy |
6,974
+167
| +2% | +$28.6K | 1.64% | 8 |
|
|
2023
Q2 | $1.32M | Sell |
6,807
-3
| -0% | -$582 | 1.8% | 8 |
|
|
2023
Q1 | $1.12M | Sell |
6,810
-800
| -11% | -$132K | 1.29% | 10 |
|
|
2022
Q4 | $989K | Sell |
7,610
-3,522
| -32% | -$458K | 1.17% | 11 |
|
|
2022
Q3 | $1.54M | Buy |
11,132
+403
| +4% | +$55.7K | 2.03% | 9 |
|
|
2022
Q2 | $1.47M | Buy |
10,729
+624
| +6% | +$85.3K | 2.11% | 7 |
|
|
2022
Q1 | $1.76M | Sell |
10,105
-5
| -0% | -$873 | 1.72% | 8 |
|
|
2021
Q4 | $1.8M | Buy |
10,110
+16
| +0.2% | +$2.84K | 2.23% | 5 |
|
|
2021
Q3 | $1.43M | Buy |
10,094
+26
| +0.3% | +$3.68K | 1.97% | 5 |
|
|
2021
Q2 | $1.38M | Buy |
10,068
+36
| +0.4% | +$4.93K | 1.87% | 5 |
|
|
2021
Q1 | $1.23M | Buy |
10,032
+310
| +3% | +$37.9K | 2.11% | 3 |
|
|
2020
Q4 | $1.29M | Buy |
+9,722
| New | +$1.29M | 3.6% | 2 |
|