SPWM
Straight Path Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Buy |
3,484
+19
| +0.5% | +$3.9K | 0.24% | 41 |
|
|
2025
Q1 | $770K | Sell |
3,465
-736
| -18% | -$163K | 0.31% | 32 |
|
|
2024
Q4 | $1.05M | Sell |
4,201
-9
| -0.2% | -$2.25K | 0.42% | 28 |
|
|
2024
Q3 | $981K | Buy |
4,210
+28
| +0.7% | +$6.52K | 0.42% | 29 |
|
|
2024
Q2 | $881K | Sell |
4,182
-220
| -5% | -$46.3K | 0.45% | 29 |
|
|
2024
Q1 | $755K | Buy |
4,402
+68
| +2% | +$11.7K | 0.42% | 32 |
|
|
2023
Q4 | $834K | Sell |
4,334
-484
| -10% | -$93.2K | 0.49% | 25 |
|
|
2023
Q3 | $825K | Buy |
4,818
+587
| +14% | +$101K | 0.56% | 24 |
|
|
2023
Q2 | $821K | Buy |
4,231
+220
| +5% | +$42.7K | 0.56% | 23 |
|
|
2023
Q1 | $661K | Buy |
4,011
+41
| +1% | +$6.76K | 0.53% | 26 |
|
|
2022
Q4 | $516K | Buy |
3,970
+2,200
| +124% | +$286K | 0.49% | 33 |
|
|
2022
Q3 | $245K | Buy |
1,770
+270
| +18% | +$37.4K | 0.22% | 60 |
|
|
2022
Q2 | $205K | Hold |
1,500
| – | – | 0.2% | 65 |
|
|
2022
Q1 | $262K | Hold |
1,500
| – | – | 0.22% | 56 |
|
|
2021
Q4 | $266K | Buy |
+1,500
| New | +$266K | 0.23% | 58 |
|