SWM
Seed Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
10,086
-223
| -2% | -$45.8K | 1.54% | 18 |
|
|
2025
Q1 | $2.29M | Hold |
10,309
| – | – | 1.86% | 11 |
|
|
2024
Q4 | $2.58M | Hold |
10,309
| – | – | 2.08% | 11 |
|
|
2024
Q3 | $2.4M | Hold |
10,309
| – | – | 1.92% | 12 |
|
|
2024
Q2 | $2.17M | Buy |
10,309
+223
| +2% | +$47K | 1.89% | 13 |
|
|
2024
Q1 | $1.71M | Sell |
10,086
-223
| -2% | -$37.9K | 1.64% | 15 |
|
|
2023
Q4 | $1.91M | Hold |
10,309
| – | – | 1.93% | 14 |
|
|
2023
Q3 | $1.77M | Hold |
10,309
| – | – | 1.98% | 13 |
|
|
2023
Q2 | $2M | Hold |
10,309
| – | – | 2.12% | 12 |
|
|
2023
Q1 | $1.7M | Hold |
10,309
| – | – | 1.93% | 11 |
|
|
2022
Q4 | $1.34M | Buy |
+10,309
| New | +$1.34M | 1.53% | 17 |
|