SWM
Salvus Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
23,172
-1,446
| -6% | -$297K | 2.78% | 9 |
|
|
2025
Q1 | $5.47M | Sell |
24,618
-2,113
| -8% | -$469K | 3.43% | 5 |
|
|
2024
Q4 | $6.69M | Buy |
26,731
+38
| +0.1% | +$9.52K | 4.27% | 3 |
|
|
2024
Q3 | $6.22M | Buy |
26,693
+2,755
| +12% | +$642K | 3.82% | 4 |
|
|
2024
Q2 | $5.04M | Buy |
23,938
+3,137
| +15% | +$661K | 3.46% | 7 |
|
|
2024
Q1 | $3.57M | Sell |
20,801
-8
| -0% | -$1.37K | 2.44% | 14 |
|
|
2023
Q4 | $4.01M | Sell |
20,809
-150
| -0.7% | -$28.9K | 2.85% | 10 |
|
|
2023
Q3 | $3.59M | Sell |
20,959
-1,084
| -5% | -$186K | 2.84% | 7 |
|
|
2023
Q2 | $4.28M | Buy |
22,043
+40
| +0.2% | +$7.76K | 3.29% | 5 |
|
|
2023
Q1 | $3.63M | Buy |
22,003
+460
| +2% | +$75.9K | 2.94% | 7 |
|
|
2022
Q4 | $2.8M | Buy |
21,543
+114
| +0.5% | +$14.8K | 2.57% | 10 |
|
|
2022
Q3 | $2.96M | Buy |
21,429
+256
| +1% | +$35.4K | 2.82% | 5 |
|
|
2022
Q2 | $2.9M | Sell |
21,173
-74
| -0.3% | -$10.1K | 2.59% | 8 |
|
|
2022
Q1 | $3.71M | Buy |
21,247
+680
| +3% | +$119K | 2.83% | 8 |
|
|
2021
Q4 | $3.65M | Buy |
20,567
+343
| +2% | +$60.9K | 2.67% | 8 |
|
|
2021
Q3 | $2.86M | Buy |
20,224
+501
| +3% | +$70.9K | 2.34% | 10 |
|
|
2021
Q2 | $2.71M | Buy |
19,723
+110
| +0.6% | +$15.1K | 2.28% | 11 |
|
|
2021
Q1 | $2.56M | Buy |
19,613
+245
| +1% | +$31.9K | 2.39% | 12 |
|
|
2020
Q4 | $2.56M | Buy |
+19,368
| New | +$2.56M | 2.77% | 10 |
|