SWM
Solano Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $991K | Sell |
4,707
-1,751
| -27% | -$369K | 0.54% | 18 |
|
|
2024
Q1 | $1.11M | Sell |
6,458
-262
| -4% | -$44.9K | 0.62% | 17 |
|
|
2023
Q4 | $1.29M | Buy |
6,720
+1,144
| +21% | +$220K | 0.78% | 17 |
|
|
2023
Q3 | $955K | Buy |
5,576
+3,038
| +120% | +$520K | 0.66% | 17 |
|
|
2023
Q2 | $492K | Hold |
2,538
| – | – | 0.33% | 17 |
|
|
2023
Q1 | $419K | Buy |
+2,538
| New | +$419K | 0.31% | 17 |
|