SWM
Spire Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4M | Sell |
387,871
-112,369
| -22% | -$23M | 2.85% | 5 |
|
|
2025
Q1 | $111M | Sell |
500,240
-58,014
| -10% | -$12.9M | 3.56% | 2 |
|
|
2024
Q4 | $140M | Buy |
558,254
+28,404
| +5% | +$7.11M | 4.34% | 2 |
|
|
2024
Q3 | $123M | Buy |
529,850
+32,440
| +7% | +$7.56M | 4.16% | 2 |
|
|
2024
Q2 | $105M | Sell |
497,410
-86,873
| -15% | -$18.3M | 3.7% | 2 |
|
|
2024
Q1 | $118M | Sell |
584,283
-37,626
| -6% | -$7.59M | 2.14% | 12 |
|
|
2023
Q4 | $119M | Buy |
621,909
+2,340
| +0.4% | +$448K | 3.94% | 2 |
|
|
2023
Q3 | $106M | Buy |
619,569
+7,527
| +1% | +$1.29M | 4.04% | 2 |
|
|
2023
Q2 | $119M | Buy |
612,042
+31,403
| +5% | +$6.09M | 4.38% | 1 |
|
|
2023
Q1 | $95.7M | Buy |
580,639
+169,147
| +41% | +$27.9M | 3.73% | 3 |
|
|
2022
Q4 | $53.5M | Buy |
411,492
+15,565
| +4% | +$2.02M | 3.01% | 4 |
|
|
2022
Q3 | $54.7M | Sell |
395,927
-313,446
| -44% | -$43.3M | 3.32% | 2 |
|
|
2022
Q2 | $97M | Sell |
709,373
-267,141
| -27% | -$36.5M | 4% | 1 |
|
|
2022
Q1 | $171M | Sell |
976,514
-179,695
| -16% | -$31.4M | 4.57% | 1 |
|
|
2021
Q4 | $205M | Buy |
1,156,209
+150,784
| +15% | +$26.8M | 4.55% | 1 |
|
|
2021
Q3 | $142M | Buy |
1,005,425
+37,477
| +4% | +$5.3M | 3.77% | 1 |
|
|
2021
Q2 | $133M | Sell |
967,948
-174,142
| -15% | -$23.8M | 3.59% | 1 |
|
|
2021
Q1 | $137M | Buy |
+1,142,090
| New | +$137M | 3.65% | 1 |
|