SWM
Sterling Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
+10,733
| New | +$2.2M | 0.75% | 27 |
|
|
2024
Q4 | $4.33M | Sell |
17,277
-293
| -2% | -$73.4K | 1.6% | 17 |
|
|
2024
Q3 | $4.09M | Buy |
17,570
+5,954
| +51% | +$1.39M | 1.53% | 18 |
|
|
2024
Q2 | $2.45M | Buy |
11,616
+45
| +0.4% | +$9.48K | 1.16% | 17 |
|
|
2024
Q1 | $1.98M | Buy |
11,571
+34
| +0.3% | +$5.83K | 0.99% | 20 |
|
|
2023
Q4 | $2.22M | Buy |
+11,537
| New | +$2.22M | 1.25% | 16 |
|