SWM
Shakespeare Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
9,858
-14
| -0.1% | -$2.87K | 0.54% | 21 |
|
|
2025
Q1 | $2.19M | Sell |
9,872
-136
| -1% | -$30.2K | 0.59% | 21 |
|
|
2024
Q4 | $2.51M | Sell |
10,008
-138
| -1% | -$34.6K | 0.68% | 19 |
|
|
2024
Q3 | $2.36M | Buy |
10,146
+377
| +4% | +$87.8K | 0.62% | 21 |
|
|
2024
Q2 | $2.06M | Sell |
9,769
-468
| -5% | -$98.6K | 0.59% | 21 |
|
|
2024
Q1 | $1.76M | Sell |
10,237
-695
| -6% | -$119K | 0.51% | 24 |
|
|
2023
Q4 | $2.1M | Sell |
10,932
-144
| -1% | -$27.7K | 0.65% | 23 |
|
|
2023
Q3 | $1.9M | Buy |
11,076
+2,669
| +32% | +$457K | 0.66% | 22 |
|
|
2023
Q2 | $1.63M | Buy |
8,407
+296
| +4% | +$57.4K | 0.56% | 23 |
|
|
2023
Q1 | $1.34M | Buy |
8,111
+180
| +2% | +$29.7K | 0.47% | 27 |
|
|
2022
Q4 | $1.03M | Sell |
7,931
-160
| -2% | -$20.8K | 0.38% | 33 |
|
|
2022
Q3 | $1.12M | Buy |
8,091
+241
| +3% | +$33.3K | 0.47% | 30 |
|
|
2022
Q2 | $1.09M | Sell |
7,850
-288
| -4% | -$40.1K | 0.44% | 33 |
|
|
2022
Q1 | $1.45M | Buy |
8,138
+499
| +7% | +$89K | 0.52% | 28 |
|
|
2021
Q4 | $1.36M | Sell |
7,639
-121
| -2% | -$21.5K | 0.48% | 30 |
|
|
2021
Q3 | $1.11M | Buy |
7,760
+253
| +3% | +$36.1K | 0.43% | 33 |
|
|
2021
Q2 | $1.1M | Sell |
7,507
-1,098
| -13% | -$160K | 0.42% | 32 |
|
|
2021
Q1 | $1.05M | Sell |
8,605
-270
| -3% | -$33K | 0.43% | 32 |
|
|
2020
Q4 | $1.18M | Buy |
8,875
+90
| +1% | +$11.9K | 0.51% | 30 |
|
|
2020
Q3 | $1.02M | Buy |
8,785
+6,609
| +304% | +$765K | 0.54% | 33 |
|
|
2020
Q2 | $794K | Buy |
2,176
+10
| +0.5% | +$3.65K | 0.46% | 33 |
|
|
2020
Q1 | $551K | Buy |
2,166
+50
| +2% | +$12.7K | 0.38% | 35 |
|
|
2019
Q4 | $621K | Sell |
2,116
-60
| -3% | -$17.6K | 0.34% | 43 |
|
|
2019
Q3 | $487K | Buy |
2,176
+266
| +14% | +$59.5K | 0.28% | 43 |
|
|
2019
Q2 | $378K | Buy |
+1,910
| New | +$378K | 0.24% | 49 |
|