SWM
Sendero Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
19,759
-36
| -0.2% | -$7.39K | 0.51% | 41 |
|
|
2025
Q1 | $4.4M | Sell |
19,795
-36,109
| -65% | -$8.02M | 0.61% | 36 |
|
|
2024
Q4 | $14M | Sell |
55,904
-8,095
| -13% | -$2.03M | 2.09% | 10 |
|
|
2024
Q3 | $14.9M | Buy |
63,999
+1,243
| +2% | +$290K | 2.35% | 8 |
|
|
2024
Q2 | $13.2M | Buy |
62,756
+45,245
| +258% | +$9.53M | 2.22% | 8 |
|
|
2024
Q1 | $3M | Sell |
17,511
-75
| -0.4% | -$12.9K | 0.52% | 40 |
|
|
2023
Q4 | $3.39M | Buy |
17,586
+1,633
| +10% | +$314K | 0.64% | 34 |
|
|
2023
Q3 | $2.73M | Sell |
15,953
-600
| -4% | -$103K | 0.59% | 34 |
|
|
2023
Q2 | $3.21M | Buy |
+16,553
| New | +$3.21M | 0.7% | 32 |
|