SWM
Silverlake Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
59,026
+8,648
| +17% | +$1.77M | 3.52% | 2 |
|
|
2025
Q1 | $11.2M | Sell |
50,378
-307
| -0.6% | -$68.2K | 4.23% | 2 |
|
|
2024
Q4 | $12.7M | Buy |
50,685
+742
| +1% | +$186K | 4.86% | 2 |
|
|
2024
Q3 | $11.6M | Sell |
49,943
-3,904
| -7% | -$910K | 4.41% | 2 |
|
|
2024
Q2 | $11.3M | Buy |
53,847
+4,307
| +9% | +$907K | 4.65% | 2 |
|
|
2024
Q1 | $8.5M | Sell |
49,540
-4,411
| -8% | -$756K | 4.32% | 2 |
|
|
2023
Q4 | $10.4M | Sell |
53,951
-5,631
| -9% | -$1.08M | 5.73% | 2 |
|
|
2023
Q3 | $10.2M | Buy |
59,582
+4,190
| +8% | +$717K | 5.73% | 2 |
|
|
2023
Q2 | $10.7M | Buy |
55,392
+213
| +0.4% | +$41.3K | 5.97% | 2 |
|
|
2023
Q1 | $9.1M | Buy |
55,179
+172
| +0.3% | +$28.4K | 5.52% | 2 |
|
|
2022
Q4 | $7.15M | Buy |
55,007
+1,760
| +3% | +$229K | 4.46% | 2 |
|
|
2022
Q3 | $7.36M | Sell |
53,247
-174
| -0.3% | -$24K | 4.98% | 2 |
|
|
2022
Q2 | $7.3M | Sell |
53,421
-149
| -0.3% | -$20.4K | 4.76% | 2 |
|
|
2022
Q1 | $9.35M | Sell |
53,570
-1,794
| -3% | -$313K | 5.34% | 2 |
|
|
2021
Q4 | $9.83M | Buy |
+55,364
| New | +$9.83M | 5.29% | 2 |
|