SPWM
Schrum Private Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Sell |
23,950
-351
| -1% | -$72K | 3.94% | 3 |
|
|
2025
Q1 | $5.4M | Sell |
24,301
-1,117
| -4% | -$248K | 4.75% | 3 |
|
|
2024
Q4 | $6.37M | Buy |
25,418
+802
| +3% | +$201K | 5.39% | 3 |
|
|
2024
Q3 | $5.74M | Sell |
24,616
-1,432
| -5% | -$334K | 2.96% | 3 |
|
|
2024
Q2 | $5.49M | Sell |
26,048
-605
| -2% | -$127K | 4.95% | 3 |
|
|
2024
Q1 | $4.57M | Buy |
26,653
+15,859
| +147% | +$2.72M | 4.15% | 3 |
|
|
2023
Q4 | $2.08M | Sell |
10,794
-16,097
| -60% | -$3.1M | 2.95% | 5 |
|
|
2023
Q3 | $4.6M | Sell |
26,891
-201
| -0.7% | -$34.4K | 5.25% | 3 |
|
|
2023
Q2 | $5.25M | Buy |
27,092
+6
| +0% | +$1.16K | 5.68% | 3 |
|
|
2023
Q1 | $4.47M | Buy |
27,086
+318
| +1% | +$52.4K | 5.16% | 3 |
|
|
2022
Q4 | $3.48M | Sell |
26,768
-1,869
| -7% | -$243K | 4.12% | 3 |
|
|
2022
Q3 | $3.96M | Buy |
28,637
+112
| +0.4% | +$15.5K | 4.99% | 3 |
|
|
2022
Q2 | $3.9M | Buy |
28,525
+4
| +0% | +$547 | 4.41% | 3 |
|
|
2022
Q1 | $4.8M | Sell |
28,521
-322
| -1% | -$54.1K | 4.81% | 3 |
|
|
2021
Q4 | $5.12M | Buy |
+28,843
| New | +$5.12M | 4.67% | 3 |
|