1NWS
1 North Wealth Services’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.68M | Sell |
32,550
-86
| -0.3% | -$17.6K | 2.65% | 15 |
|
2025
Q1 | $7.25M | Sell |
32,636
-985
| -3% | -$219K | 3.36% | 11 |
|
2024
Q4 | $8.42M | Buy |
+33,621
| New | +$8.42M | 3.57% | 9 |
|
2019
Q4 | $3.54M | Buy |
12,056
+1,186
| +11% | +$348K | 2.19% | 14 |
|
2019
Q3 | $2.44M | Buy |
+10,870
| New | +$2.44M | 1.63% | 18 |
|
2019
Q1 | $2.09M | Buy |
11,006
+174
| +2% | +$33.1K | 1.47% | 22 |
|
2018
Q4 | $1.71M | Buy |
+10,832
| New | +$1.71M | 1.43% | 23 |
|