SWM
Sculati Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
55,313
-467
| -0.8% | -$95.8K | 4.26% | 2 |
|
|
2025
Q1 | $12.4M | Sell |
55,780
-2,927
| -5% | -$650K | 5.01% | 3 |
|
|
2024
Q4 | $14.7M | Sell |
58,707
-994
| -2% | -$249K | 5.81% | 3 |
|
|
2024
Q3 | $13.9M | Sell |
59,701
-1,147
| -2% | -$267K | 5.55% | 3 |
|
|
2024
Q2 | $12.8M | Sell |
60,848
-480
| -0.8% | -$101K | 5.48% | 3 |
|
|
2024
Q1 | $10.5M | Sell |
61,328
-125
| -0.2% | -$21.4K | 4.54% | 3 |
|
|
2023
Q4 | $11.8M | Sell |
61,453
-217
| -0.4% | -$41.8K | 5.51% | 2 |
|
|
2023
Q3 | $10.6M | Buy |
61,670
+220
| +0.4% | +$37.7K | 5.4% | 2 |
|
|
2023
Q2 | $11.9M | Sell |
61,450
-448
| -0.7% | -$86.9K | 6% | 2 |
|
|
2023
Q1 | $10.2M | Buy |
61,898
+643
| +1% | +$106K | 5.42% | 2 |
|
|
2022
Q4 | $7.96M | Sell |
61,255
-1,551
| -2% | -$202K | 4.47% | 2 |
|
|
2022
Q3 | $8.68M | Buy |
62,806
+1,101
| +2% | +$152K | 5.13% | 2 |
|
|
2022
Q2 | $8.44M | Buy |
61,705
+225
| +0.4% | +$30.8K | 4.82% | 2 |
|
|
2022
Q1 | $10.7M | Buy |
61,480
+276
| +0.5% | +$48.2K | 5.25% | 2 |
|
|
2021
Q4 | $10.9M | Buy |
61,204
+185
| +0.3% | +$32.9K | 5.25% | 2 |
|
|
2021
Q3 | $8.63M | Sell |
61,019
-339
| -0.6% | -$48K | 4.57% | 2 |
|
|
2021
Q2 | $8.4M | Sell |
61,358
-14
| -0% | -$1.92K | 4.45% | 2 |
|
|
2021
Q1 | $7.5M | Sell |
61,372
-6,873
| -10% | -$840K | 4.32% | 2 |
|
|
2020
Q4 | $9.06M | Sell |
68,245
-348
| -0.5% | -$46.2K | 5.95% | 2 |
|
|
2020
Q3 | $7.94M | Buy |
68,593
+51,434
| +300% | +$5.96M | 5.95% | 2 |
|
|
2020
Q2 | $6.26M | Buy |
17,159
+14
| +0.1% | +$5.11K | 5.28% | 2 |
|
|
2020
Q1 | $4.36M | Buy |
17,145
+378
| +2% | +$96.1K | 4.79% | 2 |
|
|
2019
Q4 | $4.92M | Buy |
+16,767
| New | +$4.92M | 4.42% | 2 |
|