SWMG LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
6,924
-732
| -10% | -$157K | 0.5% | 31 |
|
|
2025
Q1 | $1.6M | Buy |
7,656
+545
| +8% | +$114K | 0.64% | 30 |
|
|
2024
Q4 | $1.59M | Sell |
7,111
-169
| -2% | -$37.8K | 0.63% | 28 |
|
|
2024
Q3 | $1.64M | Buy |
7,280
+5,827
| +401% | +$1.31M | 0.68% | 24 |
|
|
2024
Q2 | $306K | Buy |
+1,453
| New | +$306K | 0.14% | 80 |
|