SWMG
Sard Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
11,250
-998
| -8% | -$205K | 1.42% | 13 |
|
|
2025
Q1 | $2.72M | Buy |
12,248
+1,907
| +18% | +$424K | 1.82% | 11 |
|
|
2024
Q4 | $2.59M | Sell |
10,341
-117
| -1% | -$29.3K | 1.74% | 11 |
|
|
2024
Q3 | $2.44M | Buy |
10,458
+9
| +0.1% | +$2.1K | 1.61% | 12 |
|
|
2024
Q2 | $2.2M | Buy |
10,449
+47
| +0.5% | +$9.9K | 1.55% | 12 |
|
|
2024
Q1 | $1.78M | Buy |
10,402
+1,013
| +11% | +$174K | 1.61% | 13 |
|
|
2023
Q4 | $1.81M | Buy |
+9,389
| New | +$1.81M | 1.82% | 11 |
|