SWM
Stockman Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
105,504
+4,067
| +4% | +$834K | 2.94% | 7 |
|
|
2025
Q1 | $22.5M | Buy |
101,437
+92
| +0.1% | +$20.4K | 3.34% | 5 |
|
|
2024
Q4 | $25.4M | Sell |
101,345
-1,121
| -1% | -$281K | 3.97% | 3 |
|
|
2024
Q3 | $23.9M | Buy |
102,466
+1,357
| +1% | +$316K | 3.71% | 4 |
|
|
2024
Q2 | $21.3M | Buy |
101,109
+1,858
| +2% | +$391K | 3.73% | 4 |
|
|
2024
Q1 | $17M | Buy |
99,251
+9
| +0% | +$1.54K | 3% | 5 |
|
|
2023
Q4 | $19.1M | Buy |
99,242
+62
| +0.1% | +$11.9K | 3.81% | 4 |
|
|
2023
Q3 | $17M | Sell |
99,180
-1,580
| -2% | -$271K | 3.74% | 2 |
|
|
2023
Q2 | $19.5M | Sell |
100,760
-22,954
| -19% | -$4.45M | 4.2% | 2 |
|
|
2023
Q1 | $20.4M | Sell |
123,714
-3,808
| -3% | -$628K | 4.56% | 2 |
|
|
2022
Q4 | $16.6M | Buy |
127,522
+4,102
| +3% | +$533K | 3.81% | 3 |
|
|
2022
Q3 | $17.1M | Buy |
123,420
+1,924
| +2% | +$266K | 4.61% | 1 |
|
|
2022
Q2 | $16.6M | Buy |
121,496
+13,521
| +13% | +$1.85M | 4.24% | 2 |
|
|
2022
Q1 | $18.9M | Buy |
107,975
+16,877
| +19% | +$2.95M | 3.91% | 2 |
|
|
2021
Q4 | $16.2M | Sell |
91,098
-1,130
| -1% | -$201K | 3.3% | 3 |
|
|
2021
Q3 | $13.1M | Buy |
92,228
+2,624
| +3% | +$371K | 2.91% | 3 |
|
|
2021
Q2 | $12.3M | Buy |
89,604
+5,051
| +6% | +$692K | 2.93% | 3 |
|
|
2021
Q1 | $10.3M | Buy |
84,553
+8,224
| +11% | +$1M | 2.88% | 3 |
|
|
2020
Q4 | $10.1M | Sell |
76,329
-568
| -0.7% | -$75.4K | 3.11% | 3 |
|
|
2020
Q3 | $8.91M | Buy |
76,897
+50,411
| +190% | +$5.84M | 3.25% | 3 |
|
|
2020
Q2 | $9.66M | Sell |
26,486
-1,629
| -6% | -$594K | 3.62% | 3 |
|
|
2020
Q1 | $7.15M | Sell |
28,115
-1,206
| -4% | -$307K | 3.17% | 3 |
|
|
2019
Q4 | $8.61M | Sell |
29,321
-2,232
| -7% | -$655K | 3.06% | 4 |
|
|
2019
Q3 | $7.07M | Buy |
31,553
+1,596
| +5% | +$357K | 2.71% | 5 |
|
|
2019
Q2 | $5.93M | Buy |
29,957
+338
| +1% | +$66.9K | 2.42% | 8 |
|
|
2019
Q1 | $5.63M | Buy |
29,619
+1,149
| +4% | +$218K | 2.46% | 10 |
|
|
2018
Q4 | $4.49M | Buy |
28,470
+545
| +2% | +$86K | 2.15% | 12 |
|
|
2018
Q3 | $6.3M | Sell |
27,925
-847
| -3% | -$191K | 2.72% | 4 |
|
|
2018
Q2 | $5.33M | Sell |
28,772
-566
| -2% | -$105K | 2.44% | 10 |
|
|
2018
Q1 | $4.92M | Buy |
29,338
+971
| +3% | +$163K | 2.25% | 11 |
|
|
2017
Q4 | $4.8M | Sell |
28,367
-845
| -3% | -$143K | 2.16% | 12 |
|
|
2017
Q3 | $4.5M | Buy |
29,212
+19,927
| +215% | +$3.07M | 2.15% | 12 |
|
|
2017
Q2 | $1.34M | Sell |
9,285
-24,241
| -72% | -$3.49M | 1.33% | 25 |
|
|
2017
Q1 | $4.82M | Buy |
33,526
+8
| +0% | +$1.15K | 2.74% | 5 |
|
|
2016
Q4 | $3.88M | Buy |
33,518
+269
| +0.8% | +$31.2K | 2.36% | 10 |
|
|
2016
Q3 | $3.76M | Sell |
33,249
-732
| -2% | -$82.8K | 2.33% | 10 |
|
|
2016
Q2 | $3.25M | Buy |
33,981
+23,691
| +230% | +$2.27M | 2.54% | 12 |
|
|
2016
Q1 | $1.12M | Buy |
10,290
+1,388
| +16% | +$151K | 0.89% | 46 |
|
|
2015
Q4 | $937K | Buy |
8,902
+211
| +2% | +$22.2K | 0.76% | 47 |
|
|
2015
Q3 | $959K | Buy |
8,691
+2,507
| +41% | +$277K | 0.83% | 48 |
|
|
2015
Q2 | $776K | Sell |
6,184
-508
| -8% | -$63.7K | 0.66% | 50 |
|
|
2015
Q1 | $833K | Sell |
6,692
-778
| -10% | -$96.8K | 0.71% | 50 |
|
|
2014
Q4 | $824K | Buy |
+7,470
| New | +$824K | 0.7% | 53 |
|