SGWM
Sterling Group Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
17,266
-19,644
| -53% | -$4.03M | 1.96% | 10 |
|
|
2025
Q1 | $8.2M | Buy |
36,910
+7
| +0% | +$1.56K | 4.4% | 7 |
|
|
2024
Q4 | $9.24M | Sell |
36,903
-35
| -0.1% | -$8.77K | 4.79% | 7 |
|
|
2024
Q3 | $8.61M | Buy |
36,938
+83
| +0.2% | +$19.3K | 4.56% | 8 |
|
|
2024
Q2 | $7.76M | Buy |
+36,855
| New | +$7.76M | 4.46% | 7 |
|
|
2024
Q1 | – | Sell |
-36,896
| Closed | -$7.1M | – | 4 |
|
|
2023
Q4 | $7.1M | Buy |
36,896
+5,886
| +19% | +$1.13M | 5.52% | 7 |
|
|
2023
Q3 | $5.31M | Buy |
31,010
+12,148
| +64% | +$2.08M | 5.02% | 6 |
|
|
2023
Q2 | $3.66M | Buy |
18,862
+331
| +2% | +$64.2K | 3.17% | 8 |
|
|
2023
Q1 | $3.06M | Sell |
18,531
-221
| -1% | -$36.4K | 2.88% | 9 |
|
|
2022
Q4 | $2.44M | Buy |
+18,752
| New | +$2.44M | 2.4% | 10 |
|