SWM
SFG Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
12,411
-284
| -2% | -$58.3K | 1.54% | 12 |
|
|
2025
Q1 | $2.82M | Sell |
12,695
-1,014
| -7% | -$225K | 1.38% | 14 |
|
|
2024
Q4 | $3.43M | Sell |
13,709
-18
| -0.1% | -$4.51K | 1.8% | 10 |
|
|
2024
Q3 | $3.2M | Buy |
13,727
+159
| +1% | +$37K | 1.7% | 12 |
|
|
2024
Q2 | $2.86M | Sell |
13,568
-417
| -3% | -$87.8K | 1.63% | 13 |
|
|
2024
Q1 | $2.4M | Sell |
13,985
-1,360
| -9% | -$233K | 1.42% | 14 |
|
|
2023
Q4 | $2.95M | Buy |
15,345
+49
| +0.3% | +$9.43K | 1.97% | 10 |
|
|
2023
Q3 | $2.62M | Sell |
15,296
-166
| -1% | -$28.4K | 2.08% | 9 |
|
|
2023
Q2 | $3M | Buy |
15,462
+3,686
| +31% | +$715K | 2.51% | 8 |
|
|
2023
Q1 | $1.94M | Sell |
11,776
-37
| -0.3% | -$6.1K | 2.15% | 7 |
|
|
2022
Q4 | $1.53M | Sell |
11,813
-762
| -6% | -$99K | 1.9% | 8 |
|
|
2022
Q3 | $1.74M | Sell |
12,575
-470
| -4% | -$65K | 2.35% | 10 |
|
|
2022
Q2 | $1.78M | Sell |
13,045
-22
| -0.2% | -$3.01K | 2.08% | 15 |
|
|
2022
Q1 | $2.28M | Sell |
13,067
-81
| -0.6% | -$14.1K | 2.14% | 16 |
|
|
2021
Q4 | $2.34M | Buy |
+13,148
| New | +$2.34M | 2.08% | 14 |
|