SWM
StoneCrest Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
3,483
-385
| -10% | -$79K | 0.34% | 51 |
|
|
2025
Q1 | $859K | Sell |
3,868
-4,590
| -54% | -$1.02M | 0.55% | 39 |
|
|
2024
Q4 | $2.12M | Sell |
8,458
-486
| -5% | -$122K | 1.38% | 25 |
|
|
2024
Q3 | $2.08M | Sell |
8,944
-514
| -5% | -$120K | 1.52% | 22 |
|
|
2024
Q2 | $1.99M | Sell |
9,458
-9,148
| -49% | -$1.93M | 1.52% | 24 |
|
|
2024
Q1 | $3.19M | Sell |
18,606
-2,941
| -14% | -$504K | 2.76% | 13 |
|
|
2023
Q4 | $4.15M | Buy |
+21,547
| New | +$4.15M | 3.98% | 9 |
|