SWAG
Spectrum Wealth Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Sell |
33,291
-205
| -0.6% | -$42.1K | 3.18% | 10 |
|
|
2025
Q1 | $7.44M | Buy |
33,496
+118
| +0.4% | +$26.2K | 3.57% | 10 |
|
|
2024
Q4 | $8.36M | Buy |
33,378
+9,785
| +41% | +$2.45M | 3.94% | 8 |
|
|
2024
Q3 | $5.5M | Sell |
23,593
-2,416
| -9% | -$563K | 3.08% | 11 |
|
|
2024
Q2 | $5.48M | Buy |
26,009
+214
| +0.8% | +$45.1K | 5.86% | 6 |
|
|
2024
Q1 | $4.42M | Sell |
25,795
-54
| -0.2% | -$9.26K | 5.09% | 6 |
|
|
2023
Q4 | $4.98M | Sell |
25,849
-154
| -0.6% | -$29.7K | 6.14% | 6 |
|
|
2023
Q3 | $4.45M | Buy |
26,003
+2
| +0% | +$342 | 6.16% | 6 |
|
|
2023
Q2 | $5.04M | Sell |
26,001
-2,913
| -10% | -$565K | 6.68% | 6 |
|
|
2023
Q1 | $4.77M | Buy |
28,914
+387
| +1% | +$63.8K | 6.43% | 7 |
|
|
2022
Q4 | $3.71M | Buy |
28,527
+2,475
| +10% | +$322K | 5.16% | 7 |
|
|
2022
Q3 | $3.6M | Sell |
26,052
-3,339
| -11% | -$461K | 4.52% | 8 |
|
|
2022
Q2 | $4.02M | Sell |
29,391
-249
| -0.8% | -$34K | 4.48% | 8 |
|
|
2022
Q1 | $5.18M | Sell |
29,640
-410
| -1% | -$71.6K | 4.99% | 6 |
|
|
2021
Q4 | $5.34M | Sell |
30,050
-22
| -0.1% | -$3.91K | 4.75% | 5 |
|
|
2021
Q3 | $4.26M | Buy |
30,072
+239
| +0.8% | +$33.8K | 4.2% | 6 |
|
|
2021
Q2 | $4.09M | Sell |
29,833
-295
| -1% | -$40.4K | 4% | 7 |
|
|
2021
Q1 | $3.68M | Sell |
30,128
-166
| -0.5% | -$20.3K | 3.51% | 8 |
|
|
2020
Q4 | $4.02M | Sell |
30,294
-30,463
| -50% | -$4.04M | 4.54% | 6 |
|
|
2020
Q3 | $7.04M | Buy |
60,757
+53,235
| +708% | +$6.17M | 4.51% | 5 |
|
|
2020
Q2 | $2.74M | Sell |
7,522
-287
| -4% | -$105K | 3.87% | 6 |
|
|
2020
Q1 | $1.99M | Buy |
7,809
+60
| +0.8% | +$15.3K | 4.29% | 8 |
|
|
2019
Q4 | $2.28M | Sell |
7,749
-6
| -0.1% | -$1.76K | 4.08% | 7 |
|
|
2019
Q3 | $1.74M | Sell |
7,755
-287
| -4% | -$64.3K | 3.45% | 8 |
|
|
2019
Q2 | $1.6M | Sell |
8,042
-615
| -7% | -$122K | 3.26% | 11 |
|
|
2019
Q1 | $1.64M | Buy |
+8,657
| New | +$1.64M | 2.57% | 15 |
|