SWP
Semus Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
137,936
+430
| +0.3% | +$88.2K | 18.35% | 1 |
|
|
2025
Q1 | $30.5M | Buy |
137,506
+67
| +0% | +$14.9K | 21.28% | 1 |
|
|
2024
Q4 | $34.4M | Buy |
137,439
+535
| +0.4% | +$134K | 22.79% | 1 |
|
|
2024
Q3 | $31.9M | Buy |
136,904
+566
| +0.4% | +$132K | 22.31% | 1 |
|
|
2024
Q2 | $28.7M | Buy |
136,338
+974
| +0.7% | +$205K | 22.17% | 1 |
|
|
2024
Q1 | $23.2M | Sell |
135,364
-514
| -0.4% | -$88.1K | 19.55% | 1 |
|
|
2023
Q4 | $26.2M | Sell |
135,878
-582
| -0.4% | -$112K | 21.44% | 1 |
|
|
2023
Q3 | $23.4M | Buy |
136,460
+338
| +0.2% | +$57.9K | 21.76% | 1 |
|
|
2023
Q2 | $26.4M | Buy |
136,122
+191
| +0.1% | +$37K | 24.25% | 1 |
|
|
2023
Q1 | $22.4M | Sell |
135,931
-585
| -0.4% | -$96.5K | 24.1% | 1 |
|
|
2022
Q4 | $17.7M | Buy |
+136,516
| New | +$17.7M | 21.54% | 1 |
|