AWM
AAF Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
20,270
+495
| +3% | +$102K | 1.89% | 10 |
|
|
2025
Q1 | $4.39M | Buy |
19,775
+491
| +3% | +$109K | 2.37% | 9 |
|
|
2024
Q4 | $4.83M | Sell |
19,284
-1,294
| -6% | -$324K | 2.44% | 9 |
|
|
2024
Q3 | $4.79M | Buy |
20,578
+38
| +0.2% | +$8.85K | 2.42% | 10 |
|
|
2024
Q2 | $4.33M | Sell |
20,540
-657
| -3% | -$138K | 2.24% | 11 |
|
|
2024
Q1 | $3.63M | Buy |
21,197
+1,798
| +9% | +$308K | 2.04% | 12 |
|
|
2023
Q4 | $3.73M | Sell |
19,399
-345
| -2% | -$66.4K | 2.18% | 11 |
|
|
2023
Q3 | $3.38M | Sell |
19,744
-221
| -1% | -$37.8K | 2.17% | 11 |
|
|
2023
Q2 | $3.87M | Sell |
19,965
-558
| -3% | -$108K | 2.38% | 11 |
|
|
2023
Q1 | $3.38M | Sell |
20,523
-861
| -4% | -$142K | 2.21% | 11 |
|
|
2022
Q4 | $2.78M | Buy |
21,384
+217
| +1% | +$28.2K | 1.97% | 11 |
|
|
2022
Q3 | $2.93M | Buy |
21,167
+461
| +2% | +$63.7K | 2.33% | 10 |
|
|
2022
Q2 | $2.83M | Sell |
20,706
-544
| -3% | -$74.4K | 2.13% | 10 |
|
|
2022
Q1 | $3.71M | Buy |
21,250
+7,788
| +58% | +$1.36M | 2.44% | 10 |
|
|
2021
Q4 | $2.39M | Buy |
13,462
+637
| +5% | +$113K | 1.73% | 9 |
|
|
2021
Q3 | $1.81M | Buy |
12,825
+960
| +8% | +$136K | 1.38% | 10 |
|
|
2021
Q2 | $1.62M | Buy |
11,865
+39
| +0.3% | +$5.34K | 1.25% | 10 |
|
|
2021
Q1 | $1.44M | Buy |
11,826
+360
| +3% | +$44K | 1.23% | 9 |
|
|
2020
Q4 | $1.52M | Buy |
+11,466
| New | +$1.52M | 1.38% | 10 |
|