SWM
SigFig Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
1,830
+50
| +3% | +$10.1K | 0.01% | 115 |
|
|
2025
Q1 | $338K | Hold |
1,780
| – | – | 0.01% | 113 |
|
|
2024
Q4 | $338K | Hold |
1,780
| – | – | 0.01% | 113 |
|
|
2024
Q3 | $338K | Sell |
1,780
-300
| -14% | -$56.9K | 0.01% | 110 |
|
|
2024
Q2 | $401K | Hold |
2,080
| – | – | 0.02% | 111 |
|
|
2024
Q1 | $389K | Hold |
2,080
| – | – | 0.01% | 115 |
|
|
2023
Q4 | $395K | Sell |
2,080
-120
| -5% | -$22.8K | 0.02% | 111 |
|
|
2023
Q3 | $410K | Sell |
2,200
-267
| -11% | -$49.7K | 0.02% | 104 |
|
|
2023
Q2 | $446K | Hold |
2,467
| – | – | 0.02% | 99 |
|
|
2023
Q1 | $435K | Buy |
2,467
+420
| +21% | +$74.1K | 0.02% | 89 |
|
|
2022
Q4 | $366K | Hold |
2,047
| – | – | 0.02% | 98 |
|
|
2022
Q3 | $366K | Hold |
2,047
| – | – | 0.02% | 90 |
|
|
2022
Q2 | $366K | Hold |
2,047
| – | – | 0.02% | 87 |
|
|
2022
Q1 | $366K | Sell |
2,047
-210
| -9% | -$37.5K | 0.02% | 81 |
|
|
2021
Q4 | $403K | Buy |
2,257
+102
| +5% | +$18.2K | 0.02% | 79 |
|
|
2021
Q3 | $380K | Buy |
2,155
+104
| +5% | +$18.3K | 0.02% | 78 |
|
|
2021
Q2 | $358K | Buy |
2,051
+4
| +0.2% | +$698 | 0.02% | 78 |
|
|
2021
Q1 | $331K | Hold |
2,047
| – | – | 0.02% | 71 |
|
|
2020
Q4 | $349K | Buy |
+2,047
| New | +$349K | 0.03% | 69 |
|