AWM
Able Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
12,755
+824
| +7% | +$169K | 1.32% | 21 |
|
|
2025
Q1 | $2.65M | Buy |
11,931
+152
| +1% | +$33.8K | 1.56% | 19 |
|
|
2024
Q4 | $2.95M | Buy |
11,779
+728
| +7% | +$182K | 1.94% | 12 |
|
|
2024
Q3 | $2.58M | Sell |
11,051
-34
| -0.3% | -$7.92K | 1.95% | 13 |
|
|
2024
Q2 | $2.33M | Buy |
11,085
+114
| +1% | +$24K | 1.92% | 13 |
|
|
2024
Q1 | $1.88M | Buy |
10,971
+80
| +0.7% | +$13.7K | 1.64% | 15 |
|
|
2023
Q4 | $2.1M | Buy |
+10,891
| New | +$2.1M | 1.9% | 12 |
|