SWC
Spectrum Wealth Counsel’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $26.7M | Buy |
120,395
+17,997
| +18% | +$4M | 3.21% | 4 |
|
|
2024
Q4 | $25.6M | Sell |
102,398
-421
| -0.4% | -$105K | 3.01% | 4 |
|
|
2024
Q3 | $24M | Sell |
102,819
-6,584
| -6% | -$1.53M | 2.83% | 5 |
|
|
2024
Q2 | $23M | Sell |
109,403
-16,203
| -13% | -$3.41M | 2.92% | 5 |
|
|
2024
Q1 | $21.5M | Sell |
125,606
-4,494
| -3% | -$771K | 2.64% | 6 |
|
|
2023
Q4 | $25M | Buy |
+130,100
| New | +$25M | 3.47% | 4 |
|