Schwarz Dygos Wheeler Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Sell |
138,743
-751
| -0.5% | -$154K | 6.49% | 2 |
|
|
2025
Q1 | $31M | Sell |
139,494
-5,819
| -4% | -$1.29M | 7.34% | 2 |
|
|
2024
Q4 | $36.4M | Sell |
145,313
-2,844
| -2% | -$712K | 8.93% | 2 |
|
|
2024
Q3 | $34.5M | Sell |
148,157
-4,070
| -3% | -$948K | 8.61% | 2 |
|
|
2024
Q2 | $32.1M | Sell |
152,227
-2,296
| -1% | -$484K | 8.6% | 2 |
|
|
2024
Q1 | $26.5M | Sell |
154,523
-5,532
| -3% | -$949K | 7.41% | 2 |
|
|
2023
Q4 | $30.8M | Sell |
160,055
-467
| -0.3% | -$89.9K | 9.48% | 2 |
|
|
2023
Q3 | $27.5M | Sell |
160,522
-713
| -0.4% | -$122K | 9.31% | 2 |
|
|
2023
Q2 | $31.3M | Sell |
161,235
-1,168
| -0.7% | -$227K | 10.31% | 2 |
|
|
2023
Q1 | $26.8M | Buy |
162,403
+11,320
| +7% | +$1.87M | 9.69% | 2 |
|
|
2022
Q4 | $19.6M | Sell |
151,083
-1,904
| -1% | -$247K | 7.7% | 2 |
|
|
2022
Q3 | $21.1M | Sell |
152,987
-12,064
| -7% | -$1.67M | 9.38% | 2 |
|
|
2022
Q2 | $22.6M | Sell |
165,051
-3,897
| -2% | -$533K | 9.06% | 2 |
|
|
2022
Q1 | $29.5M | Sell |
168,948
-1,102
| -0.6% | -$192K | 9.96% | 2 |
|
|
2021
Q4 | $30.2M | Sell |
170,050
-1,078
| -0.6% | -$191K | 10.22% | 2 |
|
|
2021
Q3 | $24.2M | Buy |
171,128
+1,162
| +0.7% | +$164K | 8.85% | 2 |
|
|
2021
Q2 | $23.3M | Sell |
169,966
-260
| -0.2% | -$35.6K | 8.45% | 2 |
|
|
2021
Q1 | $20.8M | Buy |
170,226
+142
| +0.1% | +$17.3K | 8.58% | 2 |
|
|
2020
Q4 | $22.6M | Sell |
170,084
-3,903
| -2% | -$518K | 10.85% | 2 |
|
|
2020
Q3 | $20.2M | Sell |
173,987
-21,617
| -11% | -$2.5M | 11.4% | 2 |
|
|
2020
Q2 | $18.7M | Sell |
195,604
-1,088
| -0.6% | -$104K | 12.19% | 2 |
|
|
2020
Q1 | $12.5M | Sell |
196,692
-18,188
| -8% | -$1.16M | 10.58% | 2 |
|
|
2019
Q4 | $15.8M | Sell |
214,880
-6,252
| -3% | -$459K | 10.79% | 2 |
|
|
2019
Q3 | $12.4M | Sell |
221,132
-3,720
| -2% | -$208K | 9.83% | 2 |
|
|
2019
Q2 | $11.1M | Buy |
224,852
+524
| +0.2% | +$25.9K | 9.18% | 2 |
|
|
2019
Q1 | $10.7M | Buy |
224,328
+63,452
| +39% | +$3.01M | 9.15% | 2 |
|
|
2018
Q4 | $6.34M | Buy |
+160,876
| New | +$6.34M | 6.84% | 2 |
|