SHWM
Silicon Hills Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.06M | Buy |
36,393
+96
| +0.3% | +$18.6K | 3.98% | 7 |
|
|
2023
Q1 | $5.99M | Buy |
36,297
+5,306
| +17% | +$875K | 3.59% | 9 |
|
|
2022
Q4 | $4.03M | Sell |
30,991
-160
| -0.5% | -$20.8K | 2.99% | 10 |
|
|
2022
Q3 | $4.31M | Sell |
31,151
-782
| -2% | -$108K | 3.42% | 8 |
|
|
2022
Q2 | $4.37M | Buy |
31,933
+3,057
| +11% | +$418K | 3.2% | 9 |
|
|
2022
Q1 | $5.04M | Buy |
28,876
+31
| +0.1% | +$5.41K | 3.22% | 8 |
|
|
2021
Q4 | $5.12M | Sell |
28,845
-540
| -2% | -$95.9K | 3.17% | 7 |
|
|
2021
Q3 | $4.16M | Buy |
29,385
+38
| +0.1% | +$5.38K | 2.85% | 8 |
|
|
2021
Q2 | $4.02M | Buy |
29,347
+277
| +1% | +$37.9K | 3.12% | 7 |
|
|
2021
Q1 | $3.55M | Buy |
29,070
+514
| +2% | +$62.8K | 3.21% | 7 |
|
|
2020
Q4 | $3.79M | Sell |
28,556
-801
| -3% | -$106K | 3.43% | 8 |
|
|
2020
Q3 | $3.4M | Buy |
29,357
+22,573
| +333% | +$2.61M | 3.51% | 9 |
|
|
2020
Q2 | $2.48M | Buy |
6,784
+800
| +13% | +$292K | 2.97% | 9 |
|
|
2020
Q1 | $1.52M | Buy |
5,984
+5,961
| +25,917% | +$1.52M | 2.01% | 15 |
|
|
2019
Q4 | $1.74K | Buy |
+23
| New | +$1.74K | 1.34% | 15 |
|