SWM
Seaside Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
6,191
+468
| +8% | +$96K | 0.4% | 22 |
|
|
2025
Q1 | $1.27M | Buy |
5,723
+281
| +5% | +$62.4K | 0.45% | 20 |
|
|
2024
Q4 | $1.36M | Buy |
5,442
+111
| +2% | +$27.8K | 0.5% | 19 |
|
|
2024
Q3 | $1.24M | Buy |
5,331
+1
| +0% | +$233 | 0.47% | 19 |
|
|
2024
Q2 | $1.12M | Buy |
5,330
+1
| +0% | +$211 | 0.47% | 19 |
|
|
2024
Q1 | $914K | Sell |
5,329
-39
| -0.7% | -$6.69K | 0.39% | 22 |
|
|
2023
Q4 | $1.03M | Buy |
5,368
+40
| +0.8% | +$7.7K | 0.47% | 19 |
|
|
2023
Q3 | $912K | Buy |
5,328
+461
| +9% | +$78.9K | 0.46% | 18 |
|
|
2023
Q2 | $944K | Buy |
4,867
+1
| +0% | +$194 | 0.49% | 18 |
|
|
2023
Q1 | $803K | Buy |
4,866
+1
| +0% | +$165 | 0.49% | 22 |
|
|
2022
Q4 | $632K | Hold |
4,865
| – | – | 0.42% | 23 |
|
|
2022
Q3 | $747K | Buy |
4,865
+1,357
| +39% | +$208K | 0.52% | 22 |
|
|
2022
Q2 | $572K | Buy |
+3,508
| New | +$572K | 0.43% | 23 |
|