SWM
Sugarloaf Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.9M | Buy |
55,594
+117
| +0.2% | +$29.3K | 2.63% | 10 |
|
|
2024
Q3 | $12.9M | Buy |
55,477
+262
| +0.5% | +$61K | 2.44% | 10 |
|
|
2024
Q2 | $11.6M | Buy |
55,215
+145
| +0.3% | +$30.5K | 2.36% | 10 |
|
|
2024
Q1 | $9.44M | Buy |
55,070
+131
| +0.2% | +$22.5K | 1.96% | 10 |
|
|
2023
Q4 | $10.6M | Sell |
54,939
-959
| -2% | -$185K | 2.55% | 10 |
|
|
2023
Q3 | $9.57M | Sell |
55,898
-4,297
| -7% | -$736K | 2.42% | 10 |
|
|
2023
Q2 | $11.7M | Sell |
60,195
-255
| -0.4% | -$49.5K | 2.73% | 9 |
|
|
2023
Q1 | $9.97M | Sell |
60,450
-344
| -0.6% | -$56.7K | 2.45% | 9 |
|
|
2022
Q4 | $7.9M | Sell |
60,794
-2,787
| -4% | -$362K | 1.98% | 10 |
|
|
2022
Q3 | $8.79M | Sell |
63,581
-127
| -0.2% | -$17.6K | 2.25% | 10 |
|
|
2022
Q2 | $8.71M | Buy |
63,708
+659
| +1% | +$90.1K | 2.18% | 10 |
|
|
2022
Q1 | $11M | Buy |
63,049
+581
| +0.9% | +$101K | 2.61% | 9 |
|
|
2021
Q4 | $11.1M | Sell |
62,468
-770
| -1% | -$137K | 2.63% | 8 |
|
|
2021
Q3 | $8.95M | Sell |
63,238
-1,881
| -3% | -$266K | 2.35% | 9 |
|
|
2021
Q2 | $8.92M | Buy |
65,119
+65,063
| +116,184% | +$8.91M | 2.43% | 8 |
|
|
2021
Q1 | $8.07K | Sell |
56
-56,226
| -100% | -$8.11M | 2.41% | 9 |
|
|
2020
Q4 | $7.47M | Sell |
56,282
-1,710
| -3% | -$227K | 2.5% | 10 |
|
|
2020
Q3 | $6.62M | Buy |
57,992
+39,449
| +213% | +$4.5M | 2.41% | 9 |
|
|
2020
Q2 | $6.77M | Buy |
18,543
+34
| +0.2% | +$12.4K | 2.6% | 10 |
|
|
2020
Q1 | $4.71M | Buy |
18,509
+845
| +5% | +$215K | 2.11% | 11 |
|
|
2019
Q4 | $5.19M | Buy |
+17,664
| New | +$5.19M | 2.2% | 12 |
|