AWM
Accurate Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
104,642
+3,934
| +4% | +$835K | 3.4% | 2 |
|
|
2025
Q1 | $19.9M | Sell |
100,708
-495
| -0.5% | -$98K | 3.81% | 2 |
|
|
2024
Q4 | $24M | Sell |
101,203
-2,598
| -3% | -$615K | 4.6% | 2 |
|
|
2024
Q3 | $24.3M | Buy |
103,801
+8,354
| +9% | +$1.95M | 4.87% | 2 |
|
|
2024
Q2 | $22.4M | Buy |
95,447
+7,977
| +9% | +$1.87M | 5.36% | 1 |
|
|
2024
Q1 | $14.4M | Buy |
87,470
+2,041
| +2% | +$337K | 4.21% | 1 |
|
|
2023
Q4 | $15.9M | Sell |
85,429
-2,711
| -3% | -$503K | 4.93% | 2 |
|
|
2023
Q3 | $15.6M | Buy |
88,140
+6,526
| +8% | +$1.16M | 4.9% | 1 |
|
|
2023
Q2 | $15.6M | Buy |
81,614
+22,009
| +37% | +$4.2M | 4.85% | 2 |
|
|
2023
Q1 | $9.65M | Buy |
59,605
+3,767
| +7% | +$610K | 3.33% | 4 |
|
|
2022
Q4 | $7.3M | Buy |
55,838
+12,626
| +29% | +$1.65M | 2.69% | 6 |
|
|
2022
Q3 | $7.18M | Sell |
43,212
-1,668
| -4% | -$277K | 2.99% | 5 |
|
|
2022
Q2 | $6.38M | Sell |
44,880
-2,216
| -5% | -$315K | 3.47% | 5 |
|
|
2022
Q1 | $8.22M | Buy |
47,096
+16,893
| +56% | +$2.95M | 3.68% | 5 |
|
|
2021
Q4 | $5.51M | Buy |
30,203
+734
| +2% | +$134K | 4.5% | 4 |
|
|
2021
Q3 | $4.63M | Sell |
29,469
-20,211
| -41% | -$3.17M | 4.03% | 5 |
|
|
2021
Q2 | $6.8M | Buy |
+49,680
| New | +$6.8M | 5.98% | 3 |
|