SSWG
Seven Springs Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
15,409
-157
| -1% | -$32.2K | 0.78% | 23 |
|
|
2025
Q1 | $3.46M | Buy |
15,566
+1,288
| +9% | +$286K | 1.23% | 18 |
|
|
2024
Q4 | $3.58M | Buy |
14,278
+124
| +0.9% | +$31.1K | 1.33% | 19 |
|
|
2024
Q3 | $3.3M | Buy |
14,154
+55
| +0.4% | +$12.8K | 1.2% | 20 |
|
|
2024
Q2 | $2.97M | Sell |
14,099
-156
| -1% | -$32.9K | 1.16% | 20 |
|
|
2024
Q1 | $2.44M | Buy |
14,255
+6
| +0% | +$1.03K | 0.94% | 21 |
|
|
2023
Q4 | $2.74M | Sell |
14,249
-56
| -0.4% | -$10.8K | 1.24% | 14 |
|
|
2023
Q3 | $2.45M | Hold |
14,305
| – | – | 1.17% | 15 |
|
|
2023
Q2 | $2.77M | Sell |
14,305
-1,233
| -8% | -$239K | 1.32% | 15 |
|
|
2023
Q1 | $2.56M | Buy |
15,538
+600
| +4% | +$98.9K | 1.27% | 14 |
|
|
2022
Q4 | $1.94M | Sell |
14,938
-585
| -4% | -$76K | 0.94% | 18 |
|
|
2022
Q3 | $2.15M | Buy |
15,523
+293
| +2% | +$40.5K | 1.17% | 16 |
|
|
2022
Q2 | $2.08M | Sell |
15,230
-163
| -1% | -$22.3K | 1.04% | 16 |
|
|
2022
Q1 | $2.69M | Sell |
15,393
-117
| -0.8% | -$20.4K | 1.27% | 14 |
|
|
2021
Q4 | $2.75M | Sell |
15,510
-1,110
| -7% | -$197K | 1.26% | 14 |
|
|
2021
Q3 | $2.35M | Hold |
16,620
| – | – | 1.15% | 13 |
|
|
2021
Q2 | $2.28M | Buy |
16,620
+1,664
| +11% | +$228K | 0.99% | 14 |
|
|
2021
Q1 | $1.83M | Sell |
14,956
-17,045
| -53% | -$2.08M | 0.86% | 14 |
|
|
2020
Q4 | $4.25M | Sell |
32,001
-435
| -1% | -$57.7K | 2.19% | 11 |
|
|
2020
Q3 | $3.76M | Buy |
32,436
+23,767
| +274% | +$2.75M | 2.36% | 10 |
|
|
2020
Q2 | $3.16M | Hold |
8,669
| – | – | 2.01% | 11 |
|
|
2020
Q1 | $2.2M | Buy |
8,669
+466
| +6% | +$118K | 1.55% | 13 |
|
|
2019
Q4 | $2.41M | Buy |
+8,203
| New | +$2.41M | 1.64% | 9 |
|