YWM
Yoder Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.91M | Buy |
48,309
+341
| +0.7% | +$70K | 5.17% | 2 |
|
|
2025
Q1 | $10.7M | Sell |
47,968
-661
| -1% | -$147K | 6% | 1 |
|
|
2024
Q4 | $12.2M | Sell |
48,629
-591
| -1% | -$148K | 6.73% | 1 |
|
|
2024
Q3 | $11.5M | Sell |
49,220
-4,735
| -9% | -$1.1M | 6.89% | 1 |
|
|
2024
Q2 | $11.4M | Sell |
53,955
-1,626
| -3% | -$342K | 7.36% | 1 |
|
|
2024
Q1 | $9.53M | Sell |
55,581
-760
| -1% | -$130K | 6.22% | 1 |
|
|
2023
Q4 | $10.8M | Sell |
56,341
-1,836
| -3% | -$353K | 7.65% | 1 |
|
|
2023
Q3 | $9.96M | Sell |
58,177
-1,476
| -2% | -$253K | 8.22% | 1 |
|
|
2023
Q2 | $11.6M | Sell |
59,653
-839
| -1% | -$163K | 9.11% | 1 |
|
|
2023
Q1 | $9.98M | Buy |
+60,492
| New | +$9.98M | 8.29% | 1 |
|