SSWM
Strait & Sound Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
91,994
-4,171
| -4% | -$856K | 8.02% | 1 |
|
|
2025
Q1 | $21.4M | Buy |
96,165
+5,589
| +6% | +$1.24M | 9.93% | 1 |
|
|
2024
Q4 | $22.7M | Buy |
90,576
+12,349
| +16% | +$3.09M | 10.52% | 1 |
|
|
2024
Q3 | $18.2M | Sell |
78,227
-520
| -0.7% | -$121K | 8.86% | 2 |
|
|
2024
Q2 | $16.6M | Buy |
78,747
+11,544
| +17% | +$2.43M | 8.46% | 1 |
|
|
2024
Q1 | $11.8M | Buy |
67,203
+3,387
| +5% | +$593K | 6.57% | 5 |
|
|
2023
Q4 | $11.7M | Buy |
63,816
+1,791
| +3% | +$327K | 7.28% | 4 |
|
|
2023
Q3 | $10.6M | Buy |
62,025
+2,967
| +5% | +$508K | 9.11% | 1 |
|
|
2023
Q2 | $11.5M | Sell |
59,058
-3,362
| -5% | -$652K | 11.35% | 1 |
|
|
2023
Q1 | $10.3M | Buy |
62,420
+2,236
| +4% | +$369K | 10.23% | 1 |
|
|
2022
Q4 | $8.18M | Buy |
+60,184
| New | +$8.18M | 8.93% | 1 |
|