APW
Acima Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Hold |
31,989
| – | – | 2.24% | 15 |
|
|
2025
Q1 | $7.11M | Sell |
31,989
-5,232
| -14% | -$1.16M | 2.55% | 12 |
|
|
2024
Q4 | $9.32M | Sell |
37,221
-182
| -0.5% | -$45.6K | 3.14% | 7 |
|
|
2024
Q3 | $8.71M | Hold |
37,403
| – | – | 2.92% | 9 |
|
|
2024
Q2 | $7.88M | Sell |
37,403
-3,457
| -8% | -$728K | 2.89% | 9 |
|
|
2024
Q1 | $7.01M | Sell |
40,860
-2,980
| -7% | -$511K | 2.58% | 9 |
|
|
2023
Q4 | $8.44M | Sell |
43,840
-5,581
| -11% | -$1.07M | 3.3% | 8 |
|
|
2023
Q3 | $8.46M | Sell |
49,421
-276
| -0.6% | -$47.3K | 3.76% | 5 |
|
|
2023
Q2 | $9.64M | Hold |
49,697
| – | – | 4.61% | 1 |
|
|
2023
Q1 | $8.2M | Buy |
49,697
+1,699
| +4% | +$280K | 4.02% | 2 |
|
|
2022
Q4 | $6.24M | Sell |
47,998
-826
| -2% | -$107K | 3.2% | 7 |
|
|
2022
Q3 | $6.75M | Hold |
48,824
| – | – | 3.47% | 5 |
|
|
2022
Q2 | $6.68M | Buy |
48,824
+6,084
| +14% | +$832K | 3.33% | 4 |
|
|
2022
Q1 | $7.46M | Sell |
42,740
-3,377
| -7% | -$590K | 3.45% | 3 |
|
|
2021
Q4 | $8.19M | Buy |
46,117
+1,000
| +2% | +$178K | 3.52% | 4 |
|
|
2021
Q3 | $6.38M | Sell |
45,117
-164
| -0.4% | -$23.2K | 2.93% | 4 |
|
|
2021
Q2 | $6.2M | Sell |
45,281
-150
| -0.3% | -$20.5K | 2.85% | 4 |
|
|
2021
Q1 | $5.55M | Sell |
45,431
-864
| -2% | -$106K | 2.73% | 5 |
|
|
2020
Q4 | $6.14M | Sell |
46,295
-161
| -0.3% | -$21.4K | 3.18% | 4 |
|
|
2020
Q3 | $5.38M | Buy |
46,456
+34,842
| +300% | +$4.04M | 3.24% | 4 |
|
|
2020
Q2 | $4.24M | Hold |
11,614
| – | – | 2.74% | 7 |
|
|
2020
Q1 | $2.95M | Hold |
11,614
| – | – | 2.27% | 10 |
|
|
2019
Q4 | $3.41M | Buy |
11,614
+298
| +3% | +$87.5K | 2.36% | 8 |
|
|
2019
Q3 | $2.53M | Buy |
11,316
+63
| +0.6% | +$14.1K | 1.94% | 10 |
|
|
2019
Q2 | $2.23M | Hold |
11,253
| – | – | 1.76% | 14 |
|
|
2019
Q1 | $2.14M | Buy |
11,253
+154
| +1% | +$29.3K | 1.83% | 11 |
|
|
2018
Q4 | $1.75M | Buy |
+11,099
| New | +$1.75M | 1.72% | 11 |
|