SWP
ShoreHaven Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
26,029
-124
| -0.5% | -$25.4K | 2.19% | 13 |
|
|
2025
Q1 | $5.81M | Sell |
26,153
-508
| -2% | -$113K | 2.78% | 9 |
|
|
2024
Q4 | $6.68M | Buy |
26,661
+931
| +4% | +$233K | 3.15% | 10 |
|
|
2024
Q3 | $6M | Sell |
25,730
-205
| -0.8% | -$47.8K | 2.89% | 10 |
|
|
2024
Q2 | $5.46M | Sell |
25,935
-487
| -2% | -$103K | 2.87% | 10 |
|
|
2024
Q1 | $4.53M | Buy |
26,422
+168
| +0.6% | +$28.8K | 2.49% | 11 |
|
|
2023
Q4 | $5.05M | Buy |
26,254
+688
| +3% | +$132K | 3.08% | 8 |
|
|
2023
Q3 | $4.38M | Sell |
25,566
-79
| -0.3% | -$13.5K | 3.01% | 10 |
|
|
2023
Q2 | $4.97M | Sell |
25,645
-37
| -0.1% | -$7.18K | 3.33% | 7 |
|
|
2023
Q1 | $4.23M | Sell |
25,682
-247
| -1% | -$40.7K | 2.97% | 9 |
|
|
2022
Q4 | $3.37M | Sell |
25,929
-1,958
| -7% | -$254K | 2.37% | 10 |
|
|
2022
Q3 | $3.85M | Sell |
27,887
-100
| -0.4% | -$13.8K | 2.94% | 9 |
|
|
2022
Q2 | $3.83M | Buy |
27,987
+1,532
| +6% | +$209K | 2.75% | 8 |
|
|
2022
Q1 | $4.62M | Sell |
26,455
-1,943
| -7% | -$339K | 2.44% | 14 |
|
|
2021
Q4 | $5.04M | Sell |
28,398
-236
| -0.8% | -$41.9K | 2.5% | 13 |
|
|
2021
Q3 | $4.05M | Buy |
28,634
+79
| +0.3% | +$11.2K | 2.11% | 18 |
|
|
2021
Q2 | $3.91M | Buy |
28,555
+87
| +0.3% | +$11.9K | 2.1% | 18 |
|
|
2021
Q1 | $3.48M | Sell |
28,468
-1,199
| -4% | -$146K | 1.88% | 20 |
|
|
2020
Q4 | $3.94M | Buy |
+29,667
| New | +$3.94M | 2.2% | 17 |
|