SWM
Scissortail Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
52,732
+1,137
| +2% | +$233K | 2.6% | 11 |
|
|
2025
Q1 | $11.5M | Sell |
51,595
-2,500
| -5% | -$555K | 2.94% | 8 |
|
|
2024
Q4 | $13.5M | Buy |
54,095
+53,657
| +12,250% | +$13.4M | 3.47% | 4 |
|
|
2024
Q3 | $12.5M | Sell |
438
-53,055
| -99% | -$1.52B | 3.03% | 7 |
|
|
2024
Q2 | $11.3M | Buy |
53,493
+735
| +1% | +$155K | 2.87% | 6 |
|
|
2024
Q1 | $9.05M | Sell |
52,758
-83,051
| -61% | -$14.2M | 2.39% | 8 |
|
|
2023
Q4 | $26M | Buy |
135,809
+85,707
| +171% | +$16.4M | 8.25% | 1 |
|
|
2023
Q3 | $8.66M | Buy |
+50,102
| New | +$8.66M | 6.82% | 2 |
|
|
2023
Q2 | – | Sell |
-53,015
| Closed | -$8.74M | – | 41 |
|
|
2023
Q1 | $8.74M | Buy |
+53,015
| New | +$8.74M | 7.88% | 2 |
|
|
2022
Q4 | – | Sell |
-51,281
| Closed | -$7.44M | – | 121 |
|
|
2022
Q3 | $7.44M | Sell |
51,281
-4,021
| -7% | -$583K | 3.86% | 5 |
|
|
2022
Q2 | $9.82M | Buy |
55,302
+4,656
| +9% | +$827K | 3.78% | 4 |
|
|
2022
Q1 | $8.82M | Sell |
50,646
-4,656
| -8% | -$811K | 4.34% | 3 |
|
|
2021
Q4 | $9.82M | Buy |
+55,302
| New | +$9.82M | 3.78% | 4 |
|