SWMG
Sanchez Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
19,167
-351
| -2% | -$72K | 0.95% | 21 |
|
|
2025
Q1 | $4.34M | Sell |
19,518
-513
| -3% | -$114K | 1.18% | 21 |
|
|
2024
Q4 | $5.02M | Buy |
20,031
+12,764
| +176% | +$3.2M | 1.37% | 21 |
|
|
2024
Q3 | $1.69M | Buy |
7,267
+47
| +0.7% | +$11K | 0.52% | 23 |
|
|
2024
Q2 | $1.52M | Buy |
7,220
+24
| +0.3% | +$5.06K | 0.49% | 22 |
|
|
2024
Q1 | $1.23M | Sell |
7,196
-41
| -0.6% | -$7.03K | 0.42% | 23 |
|
|
2023
Q4 | $1.39M | Sell |
7,237
-175
| -2% | -$33.7K | 0.51% | 20 |
|
|
2023
Q3 | $1.27M | Buy |
7,412
+165
| +2% | +$28.3K | 0.51% | 18 |
|
|
2023
Q2 | $1.41M | Buy |
7,247
+34
| +0.5% | +$6.6K | 0.57% | 18 |
|
|
2023
Q1 | $1.19M | Buy |
7,213
+19
| +0.3% | +$3.13K | 0.52% | 18 |
|
|
2022
Q4 | $935K | Buy |
7,194
+9
| +0.1% | +$1.17K | 0.46% | 18 |
|
|
2022
Q3 | $993K | Buy |
7,185
+8
| +0.1% | +$1.11K | 0.54% | 17 |
|
|
2022
Q2 | $981K | Sell |
7,177
-31
| -0.4% | -$4.24K | 0.49% | 20 |
|
|
2022
Q1 | $1.26M | Sell |
7,208
-1
| -0% | -$175 | 0.53% | 20 |
|
|
2021
Q4 | $1.28M | Buy |
7,209
+17
| +0.2% | +$3.02K | 0.54% | 19 |
|
|
2021
Q3 | $1.02M | Buy |
7,192
+109
| +2% | +$15.4K | 0.46% | 19 |
|
|
2021
Q2 | $970K | Buy |
7,083
+10
| +0.1% | +$1.37K | 0.44% | 19 |
|
|
2021
Q1 | $864K | Buy |
7,073
+9
| +0.1% | +$1.1K | 0.44% | 19 |
|
|
2020
Q4 | $937K | Buy |
7,064
+393
| +6% | +$52.1K | 0.5% | 17 |
|
|
2020
Q3 | $773K | Buy |
6,671
+4,798
| +256% | +$556K | 0.46% | 16 |
|
|
2020
Q2 | $683K | Buy |
1,873
+45
| +2% | +$16.4K | 0.46% | 16 |
|
|
2020
Q1 | $464K | Buy |
1,828
+404
| +28% | +$103K | 0.42% | 16 |
|
|
2019
Q4 | $418K | Buy |
1,424
+4
| +0.3% | +$1.17K | 0.3% | 18 |
|
|
2019
Q3 | $318K | Buy |
1,420
+5
| +0.4% | +$1.12K | 0.26% | 17 |
|
|
2019
Q2 | $280K | Buy |
1,415
+5
| +0.4% | +$989 | 0.24% | 18 |
|
|
2019
Q1 | $268K | Buy |
1,410
+68
| +5% | +$12.9K | 0.24% | 20 |
|
|
2018
Q4 | $212K | Buy |
1,342
+5
| +0.4% | +$790 | 0.23% | 22 |
|
|
2018
Q3 | $304K | Buy |
1,337
+4
| +0.3% | +$909 | 0.31% | 17 |
|
|
2018
Q2 | $247K | Buy |
1,333
+5
| +0.4% | +$926 | 0.23% | 21 |
|
|
2018
Q1 | $221K | Buy |
1,328
+5
| +0.4% | +$832 | 0.22% | 23 |
|
|
2017
Q4 | $231K | Buy |
+1,323
| New | +$231K | 0.24% | 22 |
|