AWMT
AAFMAA Wealth Management & Trust’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
17,299
+159
| +0.9% | +$32.6K | 1.47% | 12 |
|
|
2025
Q1 | $3.81M | Buy |
17,140
+761
| +5% | +$169K | 1.73% | 12 |
|
|
2024
Q4 | $4.1M | Sell |
16,379
-2,437
| -13% | -$610K | 1.8% | 14 |
|
|
2024
Q3 | $4.38M | Buy |
18,816
+597
| +3% | +$139K | 1.93% | 13 |
|
|
2024
Q2 | $3.84M | Sell |
18,219
-1,040
| -5% | -$219K | 1.89% | 12 |
|
|
2024
Q1 | $3.3M | Buy |
19,259
+3,982
| +26% | +$683K | 1.8% | 15 |
|
|
2023
Q4 | $2.94M | Buy |
15,277
+1,127
| +8% | +$217K | 1.67% | 17 |
|
|
2023
Q3 | $2.42M | Sell |
14,150
-4,334
| -23% | -$742K | 2.25% | 15 |
|
|
2023
Q2 | $3.59M | Sell |
18,484
-2,856
| -13% | -$554K | 2.96% | 12 |
|
|
2023
Q1 | $3.52M | Buy |
21,340
+44
| +0.2% | +$7.26K | 2.82% | 12 |
|
|
2022
Q4 | $2.77M | Sell |
21,296
-1,873
| -8% | -$243K | 2.5% | 17 |
|
|
2022
Q3 | $3.2M | Sell |
23,169
-32,733
| -59% | -$4.52M | 2.36% | 14 |
|
|
2022
Q2 | $7.64M | Sell |
55,902
-4,323
| -7% | -$591K | 5.15% | 1 |
|
|
2022
Q1 | $10.5M | Buy |
60,225
+722
| +1% | +$126K | 4.85% | 1 |
|
|
2021
Q4 | $10.6M | Sell |
59,503
-12
| -0% | -$2.13K | 4.6% | 1 |
|
|
2021
Q3 | $8.42M | Buy |
59,515
+15,634
| +36% | +$2.21M | 4% | 3 |
|
|
2021
Q2 | $6.01M | Sell |
43,881
-25,551
| -37% | -$3.5M | 2.76% | 12 |
|
|
2021
Q1 | $8.48M | Sell |
69,432
-2,536
| -4% | -$310K | 4.08% | 4 |
|
|
2020
Q4 | $9.55M | Buy |
+71,968
| New | +$9.55M | 4.62% | 2 |
|