AWM
Activest Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Buy |
135,609
+6,285
| +5% | +$1.29M | 6.71% | 4 |
|
|
2025
Q1 | $28.7M | Buy |
129,324
+933
| +0.7% | +$207K | 7.71% | 3 |
|
|
2024
Q4 | $32.2M | Buy |
128,391
+2,776
| +2% | +$695K | 8.99% | 2 |
|
|
2024
Q3 | $29.3M | Sell |
125,615
-198
| -0.2% | -$46.1K | 9.04% | 2 |
|
|
2024
Q2 | $26.5M | Buy |
125,813
+100,533
| +398% | +$21.2M | 8.72% | 2 |
|
|
2024
Q1 | $4.34M | Buy |
25,280
+4,289
| +20% | +$735K | 2.09% | 8 |
|
|
2023
Q4 | $4.04M | Sell |
20,991
-373
| -2% | -$71.8K | 2.23% | 8 |
|
|
2023
Q3 | $3.66M | Buy |
21,364
+686
| +3% | +$117K | 2.25% | 9 |
|
|
2023
Q2 | $1.48M | Sell |
20,678
-1,972
| -9% | -$141K | 1.02% | 10 |
|
|
2023
Q1 | $3.66M | Buy |
+22,650
| New | +$3.66M | 2.35% | 9 |
|
|
2022
Q3 | – | Sell |
-20,979
| Closed | -$2.87M | – | 428 |
|
|
2022
Q2 | $2.87M | Buy |
20,979
+550
| +3% | +$75.2K | 2.03% | 7 |
|
|
2022
Q1 | $3.57M | Buy |
20,429
+3,765
| +23% | +$657K | 2.29% | 7 |
|
|
2021
Q4 | $2.96M | Buy |
16,664
+593
| +4% | +$105K | 1.83% | 9 |
|
|
2021
Q3 | $2.27M | Buy |
16,071
+1,914
| +14% | +$271K | 1.51% | 10 |
|
|
2021
Q2 | $1.94M | Sell |
14,157
-2,582
| -15% | -$354K | 1.46% | 9 |
|
|
2021
Q1 | $2.05M | Buy |
+16,739
| New | +$2.05M | 1.67% | 10 |
|