SVWG
Shared Vision Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.9M | Buy |
177,852
+554
| +0.3% | +$115K | 18.44% | 1 |
|
|
2025
Q1 | $39.4M | Sell |
177,298
-100
| -0.1% | -$22.2K | 21.51% | 1 |
|
|
2024
Q4 | $44.4M | Sell |
177,398
-1,521
| -0.9% | -$381K | 23.38% | 1 |
|
|
2024
Q3 | $41.7M | Sell |
178,919
-120
| -0.1% | -$28K | 22.27% | 1 |
|
|
2024
Q2 | $37.7M | Buy |
179,039
+6,819
| +4% | +$1.44M | 21.94% | 1 |
|
|
2024
Q1 | $29.5M | Sell |
172,220
-738
| -0.4% | -$127K | 18.44% | 1 |
|
|
2023
Q4 | $33.3M | Buy |
+172,958
| New | +$33.3M | 22.24% | 1 |
|