SW
Schulz Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
3,286
+8
| +0.2% | +$1.64K | 0.5% | 29 |
|
|
2025
Q1 | $728K | Sell |
3,278
-23
| -0.7% | -$5.11K | 0.56% | 28 |
|
|
2024
Q4 | $827K | Sell |
3,301
-268
| -8% | -$67.1K | 0.63% | 25 |
|
|
2024
Q3 | $832K | Hold |
3,569
| – | – | 0.64% | 25 |
|
|
2024
Q2 | $752K | Sell |
3,569
-64
| -2% | -$13.5K | 0.64% | 24 |
|
|
2024
Q1 | $623K | Hold |
3,633
| – | – | 0.53% | 26 |
|
|
2023
Q4 | $699K | Buy |
+3,633
| New | +$699K | 0.67% | 27 |
|