SWM
Selective Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Sell |
25,565
-3,016
| -11% | -$637K | 1.97% | 11 |
|
|
2025
Q1 | $5.66M | Sell |
28,581
-111
| -0.4% | -$22K | 2.46% | 9 |
|
|
2024
Q4 | $6.69M | Buy |
28,692
+303
| +1% | +$70.7K | 2.72% | 8 |
|
|
2024
Q3 | $6.41M | Buy |
28,389
+6,385
| +29% | +$1.44M | 2.66% | 8 |
|
|
2024
Q2 | $5.03M | Sell |
22,004
-745
| -3% | -$170K | 2.22% | 8 |
|
|
2024
Q1 | $3.82M | Buy |
22,749
+76
| +0.3% | +$12.8K | 1.66% | 14 |
|
|
2023
Q4 | $4.12M | Sell |
22,673
-1,923
| -8% | -$350K | 2.08% | 13 |
|
|
2023
Q3 | $4.27M | Sell |
24,596
-877
| -3% | -$152K | 2.35% | 12 |
|
|
2023
Q2 | $4.8M | Buy |
+25,473
| New | +$4.8M | 2.4% | 11 |
|
|
2022
Q4 | $3.84M | Buy |
27,841
+809
| +3% | +$112K | 2.03% | 15 |
|
|
2022
Q3 | $3.74M | Sell |
27,032
-2,357
| -8% | -$326K | 1.6% | 19 |
|
|
2022
Q2 | $4.02M | Buy |
29,389
+144
| +0.5% | +$19.7K | 1.43% | 20 |
|
|
2022
Q1 | $5.11M | Sell |
29,245
-6,462
| -18% | -$1.13M | 1.85% | 16 |
|
|
2021
Q4 | $6.34M | Buy |
35,707
+1,089
| +3% | +$193K | 2.59% | 14 |
|
|
2021
Q3 | $4.9M | Buy |
34,618
+10,487
| +43% | +$1.48M | 2.6% | 10 |
|
|
2021
Q2 | $3.31M | Buy |
24,131
+8,123
| +51% | +$1.11M | 2.63% | 7 |
|
|
2021
Q1 | $1.96M | Buy |
16,008
+5,405
| +51% | +$660K | 1.78% | 16 |
|
|
2020
Q4 | $1.41M | Buy |
10,603
+1,049
| +11% | +$139K | 0.91% | 23 |
|
|
2020
Q3 | $1.11M | Buy |
9,554
+7,791
| +442% | +$902K | 0.87% | 21 |
|
|
2020
Q2 | $643K | Buy |
1,763
+896
| +103% | +$327K | 0.53% | 26 |
|
|
2020
Q1 | $221K | Hold |
867
| – | – | 0.35% | 16 |
|
|
2019
Q4 | $255K | Buy |
867
+8
| +0.9% | +$2.35K | 0.31% | 22 |
|
|
2019
Q3 | $192K | Sell |
859
-287
| -25% | -$64.1K | 0.26% | 33 |
|
|
2019
Q2 | $227K | Buy |
+1,146
| New | +$227K | 0.37% | 33 |
|
|
2018
Q3 | $194K | Buy |
+861
| New | +$194K | 2.32% | 13 |
|