AWM
Adams Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.95M | Sell |
13,295
-100
| -0.7% | -$22.2K | 0.58% | 44 |
|
|
2024
Q4 | $3.35M | Buy |
13,395
+1,014
| +8% | +$254K | 0.64% | 34 |
|
|
2024
Q3 | $2.88M | Sell |
12,381
-864
| -7% | -$201K | 0.62% | 34 |
|
|
2024
Q2 | $2.79M | Sell |
13,245
-1,278
| -9% | -$269K | 0.64% | 32 |
|
|
2024
Q1 | $2.49M | Sell |
14,523
-23
| -0.2% | -$3.94K | 0.61% | 32 |
|
|
2023
Q4 | $2.8M | Sell |
14,546
-334
| -2% | -$64.3K | 0.83% | 24 |
|
|
2023
Q3 | $2.55M | Buy |
14,880
+7,070
| +91% | +$1.21M | 0.86% | 20 |
|
|
2023
Q2 | $1.51M | Sell |
7,810
-71
| -0.9% | -$13.8K | 0.47% | 28 |
|
|
2023
Q1 | $1.3M | Sell |
7,881
-24
| -0.3% | -$3.96K | 0.42% | 33 |
|
|
2022
Q4 | $1.03M | Sell |
7,905
-20
| -0.3% | -$2.6K | 0.36% | 32 |
|
|
2022
Q3 | $1.1M | Sell |
7,925
-45
| -0.6% | -$6.22K | 0.41% | 26 |
|
|
2022
Q2 | $1.09M | Buy |
7,970
+174
| +2% | +$23.8K | 0.41% | 17 |
|
|
2022
Q1 | $1.36M | Sell |
7,796
-1,965
| -20% | -$343K | 0.45% | 17 |
|
|
2021
Q4 | $1.73M | Sell |
9,761
-2,362
| -19% | -$419K | 0.51% | 16 |
|
|
2021
Q3 | $1.72M | Buy |
12,123
+2,070
| +21% | +$293K | 0.65% | 15 |
|
|
2021
Q2 | $1.38M | Sell |
10,053
-253
| -2% | -$34.7K | 0.59% | 16 |
|
|
2021
Q1 | $1.26M | Sell |
10,306
-52
| -0.5% | -$6.35K | 0.58% | 16 |
|
|
2020
Q4 | $1.37M | Sell |
10,358
-1,214
| -10% | -$161K | 0.86% | 15 |
|
|
2020
Q3 | $1.34M | Buy |
11,572
+8,553
| +283% | +$990K | 1.04% | 13 |
|
|
2020
Q2 | $1.1M | Sell |
3,019
-2,672
| -47% | -$974K | 1.13% | 12 |
|
|
2020
Q1 | $1.45M | Sell |
5,691
-827
| -13% | -$210K | 1.82% | 10 |
|
|
2019
Q4 | $1.91M | Buy |
+6,518
| New | +$1.91M | 1.61% | 13 |
|