AWA
Acorn Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
19,109
-124
| -0.6% | -$25.4K | 1.46% | 13 |
|
|
2025
Q1 | $4.27M | Buy |
19,233
+224
| +1% | +$49.8K | 1.78% | 10 |
|
|
2024
Q4 | $4.76M | Buy |
19,009
+31
| +0.2% | +$7.76K | 1.97% | 9 |
|
|
2024
Q3 | $4.42M | Buy |
18,978
+620
| +3% | +$144K | 1.9% | 9 |
|
|
2024
Q2 | $3.87M | Buy |
18,358
+385
| +2% | +$81.1K | 1.91% | 11 |
|
|
2024
Q1 | $3.08M | Buy |
17,973
+192
| +1% | +$32.9K | 1.61% | 12 |
|
|
2023
Q4 | $3.42M | Sell |
17,781
-277
| -2% | -$53.3K | 2.03% | 11 |
|
|
2023
Q3 | $3.09M | Sell |
18,058
-458
| -2% | -$78.4K | 2.06% | 10 |
|
|
2023
Q2 | $3.59M | Buy |
18,516
+38
| +0.2% | +$7.37K | 2.45% | 7 |
|
|
2023
Q1 | $3.05M | Buy |
18,478
+385
| +2% | +$63.5K | 2.25% | 9 |
|
|
2022
Q4 | $2.35M | Buy |
18,093
+471
| +3% | +$61.2K | 1.8% | 11 |
|
|
2022
Q3 | $2.44M | Buy |
17,622
+183
| +1% | +$25.3K | 2% | 11 |
|
|
2022
Q2 | $2.38M | Buy |
17,439
+604
| +4% | +$82.6K | 1.88% | 10 |
|
|
2022
Q1 | $2.94M | Buy |
16,835
+39
| +0.2% | +$6.81K | 2.02% | 10 |
|
|
2021
Q4 | $2.98M | Sell |
16,796
-50
| -0.3% | -$8.88K | 1.89% | 10 |
|
|
2021
Q3 | $2.38M | Sell |
16,846
-801
| -5% | -$113K | 1.67% | 14 |
|
|
2021
Q2 | $2.42M | Buy |
17,647
+16
| +0.1% | +$2.19K | 1.67% | 12 |
|
|
2021
Q1 | $2.15M | Sell |
17,631
-13
| -0.1% | -$1.59K | 1.54% | 15 |
|
|
2020
Q4 | $2.34M | Sell |
17,644
-3,510
| -17% | -$466K | 1.84% | 10 |
|
|
2020
Q3 | $2.45M | Buy |
21,154
+15,696
| +288% | +$1.82M | 2.15% | 9 |
|
|
2020
Q2 | $1.99M | Buy |
5,458
+383
| +8% | +$140K | 1.85% | 11 |
|
|
2020
Q1 | $1.29M | Buy |
5,075
+368
| +8% | +$93.3K | 1.44% | 16 |
|
|
2019
Q4 | $1.41M | Sell |
4,707
-1,415
| -23% | -$425K | 1.19% | 20 |
|
|
2019
Q3 | $1.62M | Sell |
6,122
-121
| -2% | -$32K | 1.39% | 17 |
|
|
2019
Q2 | $1.3M | Sell |
6,243
-152
| -2% | -$31.7K | 1.19% | 19 |
|
|
2019
Q1 | $1.27M | Sell |
6,395
-436
| -6% | -$86.7K | 1.15% | 16 |
|
|
2018
Q4 | $1.04M | Sell |
6,831
-243
| -3% | -$37.1K | 1.07% | 19 |
|
|
2018
Q3 | $1.55M | Sell |
7,074
-258
| -4% | -$56.4K | 1.53% | 14 |
|
|
2018
Q2 | $1.37M | Sell |
7,332
-41
| -0.6% | -$7.67K | 1.17% | 15 |
|
|
2018
Q1 | $1.22M | Sell |
7,373
-347
| -4% | -$57.5K | 1.06% | 17 |
|
|
2017
Q4 | $1.35M | Buy |
+7,720
| New | +$1.35M | 1.23% | 14 |
|