SWRP
Summit Wealth & Retirement Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
28,264
+87
| +0.3% | +$17.9K | 1.56% | 13 |
|
|
2025
Q1 | $6.26M | Sell |
28,177
-54
| -0.2% | -$12K | 1.92% | 13 |
|
|
2024
Q4 | $7.07M | Buy |
28,231
+169
| +0.6% | +$42.3K | 2.19% | 13 |
|
|
2024
Q3 | $6.54M | Buy |
28,062
+5,021
| +22% | +$1.17M | 2.09% | 13 |
|
|
2024
Q2 | $4.85M | Sell |
23,041
-220
| -0.9% | -$46.3K | 1.65% | 16 |
|
|
2024
Q1 | $3.99M | Buy |
23,261
+8,027
| +53% | +$1.38M | 1.42% | 16 |
|
|
2023
Q4 | $2.93M | Sell |
15,234
-21
| -0.1% | -$4.04K | 1.24% | 17 |
|
|
2023
Q3 | $2.61M | Buy |
15,255
+1,540
| +11% | +$264K | 1.05% | 21 |
|
|
2023
Q2 | $2.66M | Sell |
13,715
-4,802
| -26% | -$931K | 1.05% | 21 |
|
|
2023
Q1 | $3.05M | Sell |
18,517
-1,617
| -8% | -$267K | 1.14% | 22 |
|
|
2022
Q4 | $2.62M | Sell |
20,134
-886
| -4% | -$115K | 1.06% | 20 |
|
|
2022
Q3 | $2.91M | Buy |
21,020
+3,015
| +17% | +$417K | 1.16% | 22 |
|
|
2022
Q2 | $2.46M | Buy |
18,005
+129
| +0.7% | +$17.6K | 0.95% | 25 |
|
|
2022
Q1 | $3.12M | Sell |
17,876
-6,592
| -27% | -$1.15M | 1.1% | 21 |
|
|
2021
Q4 | $4.35M | Sell |
24,468
-1,569
| -6% | -$279K | 1.49% | 17 |
|
|
2021
Q3 | $3.68M | Sell |
26,037
-27
| -0.1% | -$3.82K | 1.35% | 21 |
|
|
2021
Q2 | $3.57M | Sell |
26,064
-3,611
| -12% | -$495K | 1.32% | 21 |
|
|
2021
Q1 | $3.63M | Sell |
29,675
-2,346
| -7% | -$287K | 1.35% | 21 |
|
|
2020
Q4 | $4.25M | Buy |
32,021
+225
| +0.7% | +$29.9K | 1.61% | 16 |
|
|
2020
Q3 | $3.68M | Buy |
31,796
+24,068
| +311% | +$2.79M | 1.58% | 15 |
|
|
2020
Q2 | $2.82M | Sell |
7,728
-834
| -10% | -$304K | 1.32% | 21 |
|
|
2020
Q1 | $2.18M | Sell |
8,562
-318
| -4% | -$80.9K | 1.16% | 20 |
|
|
2019
Q4 | $2.61M | Buy |
8,880
+310
| +4% | +$91K | 1.16% | 17 |
|
|
2019
Q3 | $1.92M | Sell |
8,570
-3,028
| -26% | -$678K | 1.16% | 18 |
|
|
2019
Q2 | $2.3M | Sell |
11,598
-100
| -0.9% | -$19.8K | 1.34% | 15 |
|
|
2019
Q1 | $2.22M | Buy |
+11,698
| New | +$2.22M | 1.32% | 16 |
|