SPWG
Syntegra Private Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
54,332
+472
| +0.9% | +$96.8K | 1.14% | 15 |
|
|
2025
Q1 | $12M | Buy |
53,860
+442
| +0.8% | +$98.2K | 1.4% | 15 |
|
|
2024
Q4 | $13.4M | Buy |
53,418
+2,057
| +4% | +$515K | 1.51% | 15 |
|
|
2024
Q3 | $12M | Sell |
51,361
-237
| -0.5% | -$55.2K | 1.38% | 15 |
|
|
2024
Q2 | $10.9M | Buy |
51,598
+4,285
| +9% | +$903K | 1.38% | 14 |
|
|
2024
Q1 | $8.11M | Buy |
47,313
+1,438
| +3% | +$247K | 1.05% | 15 |
|
|
2023
Q4 | $8.83M | Sell |
45,875
-279
| -0.6% | -$53.7K | 1.25% | 16 |
|
|
2023
Q3 | $7.9M | Sell |
46,154
-491
| -1% | -$84.1K | 1.24% | 17 |
|
|
2023
Q2 | $9.05M | Buy |
46,645
+1,622
| +4% | +$315K | 1.38% | 18 |
|
|
2023
Q1 | $7.42M | Buy |
45,023
+1,013
| +2% | +$167K | 1.32% | 17 |
|
|
2022
Q4 | $5.72M | Buy |
+44,010
| New | +$5.72M | 1.15% | 17 |
|