SLWS
AAPL icon

Swaine & Leidel Wealth Services’s Apple AAPL Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$3.61K Buy
+3,613
New +$608K 2.78% 20
2021
Q3 		$5.88M Buy
+41,531
New +$6.11M 5.19% 1
2021
Q1 		$3.61M Buy
29,577
+963
+3% +$124K 2.33% 26
2020
Q4 		$3.8M Buy
28,614
+4,698
+20% +$565K 2.75% 9
2020
Q3 		$2.77M Sell
23,916
-31,292
-57% -$3.41M 2.7% 21
2020
Q2 		$5.04M Sell
55,208
-32
-0.1% -$2.48K 5.13% 1
2020
Q1 		$3.51M Sell
55,240
-10,380
-16% -$763K 3.64% 1
2019
Q4 		$4.82M Buy
+65,620
New +$4.22M 4.02% 1
2019
Q2 		– Sell
-53,540
Closed -$2.54M – 62
2019
Q1 		$2.54M Buy
53,540
+8,992
+20% +$381K 3.22% 6
2018
Q4 		$1.9M Buy
+44,548
New +$2.16M 3.02% 4

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return