AWM
Accel Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Sell |
29,531
-388
| -1% | -$79.6K | 2.02% | 7 |
|
|
2025
Q1 | $6.65M | Sell |
29,919
-26
| -0.1% | -$5.78K | 2.4% | 4 |
|
|
2024
Q4 | $7.5M | Buy |
29,945
+202
| +0.7% | +$50.6K | 2.84% | 3 |
|
|
2024
Q3 | $6.93M | Buy |
29,743
+380
| +1% | +$88.5K | 2.58% | 3 |
|
|
2024
Q2 | $6.18M | Buy |
29,363
+2,804
| +11% | +$591K | 2.48% | 5 |
|
|
2024
Q1 | $4.55M | Buy |
26,559
+1,004
| +4% | +$172K | 1.93% | 12 |
|
|
2023
Q4 | $4.92M | Sell |
25,555
-2,922
| -10% | -$563K | 2.47% | 5 |
|
|
2023
Q3 | $4.88M | Buy |
28,477
+442
| +2% | +$75.7K | 2.72% | 4 |
|
|
2023
Q2 | $5.44M | Buy |
28,035
+3,322
| +13% | +$644K | 2.99% | 4 |
|
|
2023
Q1 | $4.08M | Sell |
24,713
-569
| -2% | -$93.8K | 1.67% | 5 |
|
|
2022
Q4 | $3.28M | Buy |
25,282
+348
| +1% | +$45.2K | 1.57% | 10 |
|
|
2022
Q3 | $3.64M | Sell |
24,934
-111
| -0.4% | -$16.2K | 1.95% | 5 |
|
|
2022
Q2 | $3.76M | Sell |
25,045
-675
| -3% | -$101K | 2.16% | 4 |
|
|
2022
Q1 | $4.48M | Sell |
25,720
-473
| -2% | -$82.4K | 2.32% | 4 |
|
|
2021
Q4 | $4.65M | Buy |
26,193
+1,234
| +5% | +$219K | 2.28% | 4 |
|
|
2021
Q3 | $3.53M | Buy |
24,959
+26
| +0.1% | +$3.68K | 2.28% | 4 |
|
|
2021
Q2 | $3.42M | Buy |
24,933
+180
| +0.7% | +$24.7K | 2.26% | 4 |
|
|
2021
Q1 | $3.02M | Buy |
24,753
+711
| +3% | +$86.9K | 2.45% | 4 |
|
|
2020
Q4 | $3.19M | Buy |
+24,042
| New | +$3.19M | 2.97% | 2 |
|