SW
Signify Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.97M | Sell |
19,849
-126
| -0.6% | -$31.6K | 5.61% | 7 |
|
|
2024
Q3 | $4.65M | Sell |
19,975
-3,345
| -14% | -$779K | 5.7% | 6 |
|
|
2024
Q2 | $4.91M | Buy |
23,320
+167
| +0.7% | +$35.2K | 7.07% | 6 |
|
|
2024
Q1 | $3.97M | Sell |
23,153
-1,660
| -7% | -$285K | 6.58% | 7 |
|
|
2023
Q4 | $4.78M | Sell |
24,813
-1,311
| -5% | -$252K | 7.2% | 4 |
|
|
2023
Q3 | $4.47M | Sell |
26,124
-364
| -1% | -$62.3K | 6.02% | 5 |
|
|
2023
Q2 | $5.14M | Buy |
26,488
+4,028
| +18% | +$781K | 4.43% | 7 |
|
|
2023
Q1 | $3.7M | Sell |
22,460
-266
| -1% | -$43.9K | 3.27% | 12 |
|
|
2022
Q4 | $2.95M | Sell |
22,726
-605
| -3% | -$78.6K | 2.58% | 10 |
|
|
2022
Q3 | $3.22M | Buy |
23,331
+7,047
| +43% | +$974K | 3.43% | 11 |
|
|
2022
Q2 | $2.23M | Buy |
16,284
+8,881
| +120% | +$1.21M | 3.09% | 7 |
|
|
2022
Q1 | $1.29M | Sell |
7,403
-5
| -0.1% | -$873 | 0.87% | 14 |
|
|
2021
Q4 | $1.32M | Hold |
7,408
| – | – | 0.82% | 13 |
|
|
2021
Q3 | $1.05M | Sell |
7,408
-394
| -5% | -$55.7K | 0.83% | 11 |
|
|
2021
Q2 | $1.07M | Sell |
7,802
-7
| -0.1% | -$959 | 0.82% | 11 |
|
|
2021
Q1 | $954K | Buy |
7,809
+210
| +3% | +$25.7K | 0.71% | 11 |
|
|
2020
Q4 | $1.01M | Buy |
+7,599
| New | +$1.01M | 0.8% | 11 |
|