AWA
Aaron Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
113,152
+6,843
| +6% | +$1.4M | 2.37% | 9 |
|
|
2025
Q1 | $23.6M | Buy |
106,309
+1,037
| +1% | +$230K | 2.71% | 6 |
|
|
2024
Q4 | $26.4M | Buy |
105,272
+7,501
| +8% | +$1.88M | 3.06% | 6 |
|
|
2024
Q3 | $22.8M | Buy |
97,771
+13,669
| +16% | +$3.18M | 2.71% | 8 |
|
|
2024
Q2 | $17.7M | Buy |
84,102
+3,398
| +4% | +$716K | 2.46% | 8 |
|
|
2024
Q1 | $13.8M | Buy |
80,704
+3,304
| +4% | +$567K | 1.98% | 11 |
|
|
2023
Q4 | $14.9M | Sell |
77,400
-155,313
| -67% | -$29.9M | 2.47% | 9 |
|
|
2023
Q3 | $39.8M | Buy |
232,713
+2,257
| +1% | +$386K | 5.14% | 7 |
|
|
2023
Q2 | $44.7M | Buy |
230,456
+3,196
| +1% | +$620K | 5.81% | 4 |
|
|
2023
Q1 | $37.5M | Buy |
227,260
+8,780
| +4% | +$1.45M | 5.15% | 5 |
|
|
2022
Q4 | $28.4M | Buy |
218,480
+3,935
| +2% | +$511K | 4.15% | 5 |
|
|
2022
Q3 | $29.7M | Buy |
214,545
+50,532
| +31% | +$6.98M | 5.47% | 5 |
|
|
2022
Q2 | $22.4M | Sell |
164,013
-25,911,072
| -99% | -$3.54B | 5.64% | 4 |
|
|
2022
Q1 | $149M | Buy |
26,075,085
+25,989,570
| +30,392% | +$149M | 2.07% | 9 |
|
|
2021
Q4 | $15.2M | Buy |
85,515
+7,114
| +9% | +$1.26M | 4.24% | 5 |
|
|
2021
Q3 | $11.1M | Buy |
78,401
+3,394
| +5% | +$480K | 3.13% | 8 |
|
|
2021
Q2 | $10.3M | Sell |
75,007
-9
| -0% | -$1.23K | 3.38% | 7 |
|
|
2021
Q1 | $9.16M | Sell |
75,016
-685
| -0.9% | -$83.7K | 3.36% | 7 |
|
|
2020
Q4 | $10M | Buy |
+75,701
| New | +$10M | 3.68% | 7 |
|