AWM
Abound Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.21M | Buy |
40,024
+382
| +1% | +$78.4K | 2.32% | 12 |
|
|
2025
Q1 | $8.81M | Buy |
39,642
+5,115
| +15% | +$1.14M | 2.94% | 10 |
|
|
2024
Q4 | $8.65M | Sell |
34,527
-128
| -0.4% | -$32.1K | 2.77% | 10 |
|
|
2024
Q3 | $8.07M | Buy |
34,655
+749
| +2% | +$175K | 2.68% | 10 |
|
|
2024
Q2 | $7.14M | Sell |
33,906
-55
| -0.2% | -$11.6K | 2.63% | 11 |
|
|
2024
Q1 | $5.82M | Sell |
33,961
-2,932
| -8% | -$503K | 2.22% | 12 |
|
|
2023
Q4 | $7.1M | Buy |
36,893
+8,495
| +30% | +$1.64M | 2.85% | 10 |
|
|
2023
Q3 | $4.86M | Buy |
28,398
+3,854
| +16% | +$660K | 2.07% | 14 |
|
|
2023
Q2 | $4.76M | Buy |
24,544
+757
| +3% | +$147K | 1.99% | 14 |
|
|
2023
Q1 | $3.92M | Sell |
23,787
-436
| -2% | -$71.9K | 1.76% | 14 |
|
|
2022
Q4 | $3.15M | Sell |
24,223
-314
| -1% | -$40.8K | 1.54% | 14 |
|
|
2022
Q3 | $3.39M | Buy |
24,537
+5,743
| +31% | +$794K | 1.83% | 15 |
|
|
2022
Q2 | $2.57M | Buy |
18,794
+891
| +5% | +$122K | 1.43% | 16 |
|
|
2022
Q1 | $3.13M | Sell |
17,903
-1,236
| -6% | -$216K | 2.25% | 12 |
|
|
2021
Q4 | $3.4M | Buy |
+19,139
| New | +$3.4M | 2.67% | 11 |
|