SWMG
Signature Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
10,604
+78
| +0.7% | +$16K | 0.86% | 46 |
|
|
2025
Q1 | $2.34M | Buy |
10,526
+1,211
| +13% | +$269K | 0.91% | 42 |
|
|
2024
Q4 | $2.33M | Buy |
9,315
+229
| +3% | +$57.3K | 0.94% | 44 |
|
|
2024
Q3 | $2.12M | Sell |
9,086
-43
| -0.5% | -$10K | 0.85% | 43 |
|
|
2024
Q2 | $1.92M | Buy |
9,129
+386
| +4% | +$81.3K | 0.84% | 45 |
|
|
2024
Q1 | $1.44M | Buy |
8,743
+284
| +3% | +$46.9K | 0.66% | 55 |
|
|
2023
Q4 | $1.63M | Buy |
+8,459
| New | +$1.63M | 0.75% | 47 |
|
|
2023
Q2 | $1.61M | Sell |
8,320
-3,110
| -27% | -$603K | 0.75% | 42 |
|
|
2023
Q1 | $1.88M | Sell |
11,430
-3,255
| -22% | -$537K | 0.89% | 43 |
|
|
2022
Q4 | $1.91M | Sell |
14,685
-1,183
| -7% | -$154K | 0.93% | 42 |
|
|
2022
Q3 | $2.19M | Sell |
15,868
-577
| -4% | -$79.7K | 1.11% | 40 |
|
|
2022
Q2 | $2.25M | Buy |
16,445
+4,403
| +37% | +$602K | 1.09% | 43 |
|
|
2022
Q1 | $2.1M | Sell |
12,042
-4,346
| -27% | -$759K | 0.95% | 55 |
|
|
2021
Q4 | $2.91M | Buy |
16,388
+2,364
| +17% | +$420K | 1.47% | 35 |
|
|
2021
Q3 | $1.98M | Buy |
14,024
+996
| +8% | +$141K | 1.1% | 44 |
|
|
2021
Q2 | $1.78M | Buy |
13,028
+968
| +8% | +$133K | 0.99% | 42 |
|
|
2021
Q1 | $1.47M | Buy |
12,060
+4,907
| +69% | +$599K | 0.87% | 47 |
|
|
2020
Q4 | $949K | Buy |
7,153
+621
| +10% | +$82.4K | 0.6% | 59 |
|
|
2020
Q3 | $756K | Buy |
6,532
+3,572
| +121% | +$413K | 0.54% | 56 |
|
|
2020
Q2 | $1.08M | Buy |
2,960
+73
| +3% | +$26.6K | 0.83% | 39 |
|
|
2020
Q1 | $734K | Buy |
2,887
+867
| +43% | +$220K | 0.65% | 42 |
|
|
2019
Q4 | $593K | Sell |
2,020
-68
| -3% | -$20K | 0.37% | 66 |
|
|
2019
Q3 | $468K | Sell |
2,088
-47
| -2% | -$10.5K | 0.31% | 66 |
|
|
2019
Q2 | $436K | Sell |
2,135
-1,695
| -44% | -$346K | 0.29% | 66 |
|
|
2019
Q1 | $728K | Buy |
3,830
+146
| +4% | +$27.8K | 0.51% | 43 |
|
|
2018
Q4 | $581K | Buy |
3,684
+204
| +6% | +$32.2K | 0.45% | 50 |
|
|
2018
Q3 | $739K | Buy |
3,480
+344
| +11% | +$73.1K | 0.55% | 41 |
|
|
2018
Q2 | $581K | Buy |
3,136
+205
| +7% | +$38K | 0.43% | 41 |
|
|
2018
Q1 | $492K | Buy |
2,931
+118
| +4% | +$19.8K | 0.38% | 44 |
|
|
2017
Q4 | $476K | Buy |
+2,813
| New | +$476K | 0.35% | 45 |
|