SPW
Sonoma Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
13,521
-59
| -0.4% | -$12.1K | 3.4% | 5 |
|
|
2025
Q1 | $3.02M | Buy |
13,580
+7,623
| +128% | +$1.69M | 4.18% | 5 |
|
|
2024
Q4 | $1.49M | Buy |
5,957
+417
| +8% | +$104K | 2.41% | 7 |
|
|
2024
Q3 | $1.29M | Sell |
5,540
-125
| -2% | -$29.1K | 2.01% | 11 |
|
|
2024
Q2 | $1.19M | Sell |
5,665
-24
| -0.4% | -$5.06K | 1.94% | 11 |
|
|
2024
Q1 | $976K | Sell |
5,689
-1,125
| -17% | -$193K | 1.57% | 14 |
|
|
2023
Q4 | $1.31M | Sell |
6,814
-125
| -2% | -$24.1K | 2.17% | 8 |
|
|
2023
Q3 | $1.19M | Buy |
6,939
+76
| +1% | +$13K | 2.17% | 11 |
|
|
2023
Q2 | $1.33M | Sell |
6,863
-126
| -2% | -$24.4K | 2.33% | 8 |
|
|
2023
Q1 | $1.15M | Buy |
6,989
+2,156
| +45% | +$356K | 2.29% | 9 |
|
|
2022
Q4 | $628K | Buy |
+4,833
| New | +$628K | 1.39% | 24 |
|