SWMP
Signature Wealth Management Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
50,520
-1,615
| -3% | -$331K | 5.92% | 6 |
|
|
2025
Q1 | $11.6M | Sell |
52,135
-818
| -2% | -$182K | 7.58% | 4 |
|
|
2024
Q4 | $13.3M | Sell |
52,953
-75
| -0.1% | -$18.8K | 9.11% | 1 |
|
|
2024
Q3 | $12.4M | Buy |
53,028
+154
| +0.3% | +$35.9K | 8.95% | 1 |
|
|
2024
Q2 | $11.1M | Buy |
52,874
+2,016
| +4% | +$425K | 8.47% | 1 |
|
|
2024
Q1 | $8.72M | Sell |
50,858
-2,067
| -4% | -$354K | 7.1% | 3 |
|
|
2023
Q4 | $10.2M | Sell |
52,925
-1,048
| -2% | -$202K | 8.92% | 1 |
|
|
2023
Q3 | $9.24M | Sell |
53,973
-639
| -1% | -$109K | 9.04% | 1 |
|
|
2023
Q2 | $10.6M | Sell |
54,612
-5,368
| -9% | -$1.04M | 9.82% | 1 |
|
|
2023
Q1 | $9.89M | Sell |
59,980
-1,849
| -3% | -$305K | 9.18% | 1 |
|
|
2022
Q4 | $8.03M | Buy |
61,829
+355
| +0.6% | +$46.1K | 7.91% | 1 |
|
|
2022
Q3 | $8.5M | Sell |
61,474
-304
| -0.5% | -$42K | 9.36% | 1 |
|
|
2022
Q2 | $8.45M | Buy |
61,778
+2,066
| +3% | +$282K | 8.65% | 1 |
|
|
2022
Q1 | $10.4M | Buy |
59,712
+1,220
| +2% | +$213K | 8.88% | 1 |
|
|
2021
Q4 | $10.4M | Buy |
58,492
+562
| +1% | +$99.8K | 8.8% | 1 |
|
|
2021
Q3 | $8.2M | Buy |
57,930
+1,286
| +2% | +$182K | 7.43% | 2 |
|
|
2021
Q2 | $7.76M | Buy |
56,644
+477
| +0.8% | +$65.3K | 7.04% | 2 |
|
|
2021
Q1 | $6.86M | Buy |
56,167
+74
| +0.1% | +$9.04K | 6.58% | 2 |
|
|
2020
Q4 | $7.44M | Buy |
+56,093
| New | +$7.44M | 7.44% | 2 |
|