AWM
Act Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
26,785
+602
| +2% | +$124K | 2.32% | 11 |
|
|
2025
Q1 | $5.82M | Sell |
26,183
-1,527
| -6% | -$339K | 2.63% | 11 |
|
|
2024
Q4 | $6.94M | Sell |
27,710
-142
| -0.5% | -$35.6K | 3.24% | 10 |
|
|
2024
Q3 | $6.49M | Sell |
27,852
-1,146
| -4% | -$267K | 2.88% | 10 |
|
|
2024
Q2 | $6.11M | Sell |
28,998
-1
| -0% | -$211 | 3.01% | 10 |
|
|
2024
Q1 | $4.97M | Sell |
28,999
-966
| -3% | -$166K | 2.51% | 10 |
|
|
2023
Q4 | $5.77M | Sell |
29,965
-175
| -0.6% | -$33.7K | 3.11% | 9 |
|
|
2023
Q3 | $5.16M | Sell |
30,140
-2,511
| -8% | -$430K | 3.46% | 9 |
|
|
2023
Q2 | $6.33M | Sell |
32,651
-345
| -1% | -$66.9K | 3.56% | 8 |
|
|
2023
Q1 | $5.44M | Sell |
32,996
-476
| -1% | -$78.5K | 3.24% | 8 |
|
|
2022
Q4 | $4.35M | Buy |
33,472
+252
| +0.8% | +$32.7K | 2.75% | 10 |
|
|
2022
Q3 | $4.59M | Sell |
33,220
-4,885
| -13% | -$675K | 3.28% | 8 |
|
|
2022
Q2 | $5.21M | Buy |
38,105
+3,528
| +10% | +$482K | 3.41% | 8 |
|
|
2022
Q1 | $6.04M | Sell |
34,577
-192
| -0.6% | -$33.5K | 3.43% | 9 |
|
|
2021
Q4 | $6.17M | Sell |
34,769
-530
| -2% | -$94.1K | 3.55% | 8 |
|
|
2021
Q3 | $4.84M | Hold |
35,299
| – | – | 2.99% | 8 |
|
|
2021
Q2 | $4.84M | Sell |
35,299
-709
| -2% | -$97.1K | 2.98% | 8 |
|
|
2021
Q1 | $4.4M | Buy |
36,008
+5,275
| +17% | +$644K | 2.84% | 8 |
|
|
2020
Q4 | $4.08M | Buy |
+30,733
| New | +$4.08M | 2.62% | 8 |
|