SW
Simplicity Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Buy |
160,567
+67,605
| +73% | +$13.9M | 1.37% | 11 |
|
|
2025
Q1 | $20.6M | Buy |
92,962
+50,780
| +120% | +$11.3M | 1.61% | 9 |
|
|
2024
Q4 | $10.6M | Sell |
42,182
-15,222
| -27% | -$3.81M | 2.2% | 7 |
|
|
2024
Q3 | $13.4M | Sell |
57,404
-587,294
| -91% | -$137M | 1.24% | 14 |
|
|
2024
Q2 | $136M | Sell |
644,698
-19,006
| -3% | -$4M | 3.07% | 2 |
|
|
2024
Q1 | $114M | Buy |
663,704
+658,207
| +11,974% | +$113M | 2.71% | 3 |
|
|
2023
Q4 | $1.06M | Buy |
5,497
+3,095
| +129% | +$596K | 0.41% | 44 |
|
|
2023
Q3 | $411K | Sell |
2,402
-632
| -21% | -$108K | 0.24% | 50 |
|
|
2023
Q2 | $588K | Sell |
3,034
-939
| -24% | -$182K | 0.37% | 44 |
|
|
2023
Q1 | $655K | Sell |
3,973
-496
| -11% | -$81.8K | 0.44% | 36 |
|
|
2022
Q4 | $581K | Sell |
4,469
-3,762
| -46% | -$489K | 0.51% | 30 |
|
|
2022
Q3 | $1.14M | Buy |
8,231
+2,767
| +51% | +$383K | 1.53% | 21 |
|
|
2022
Q2 | $747K | Sell |
5,464
-876
| -14% | -$120K | 1.09% | 30 |
|
|
2022
Q1 | $1.11M | Buy |
6,340
+559
| +10% | +$97.6K | 1.08% | 26 |
|
|
2021
Q4 | $1.03M | Buy |
+5,781
| New | +$1.03M | 0.55% | 40 |
|