AWC
Adamsbrown Wealth Consultants’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
26,501
+72
| +0.3% | +$14.8K | 1.58% | 14 |
|
|
2025
Q1 | $5.87M | Sell |
26,429
-1,046
| -4% | -$232K | 1.84% | 13 |
|
|
2024
Q4 | $6.88M | Sell |
27,475
-1,536
| -5% | -$385K | 2.34% | 12 |
|
|
2024
Q3 | $6.76M | Buy |
29,011
+5,600
| +24% | +$1.3M | 2.35% | 13 |
|
|
2024
Q2 | $4.93M | Buy |
23,411
+499
| +2% | +$105K | 1.92% | 12 |
|
|
2024
Q1 | $3.93M | Buy |
22,912
+87
| +0.4% | +$14.9K | 1.59% | 12 |
|
|
2023
Q4 | $4.39M | Buy |
22,825
+31
| +0.1% | +$5.97K | 1.91% | 13 |
|
|
2023
Q3 | $3.9M | Buy |
22,794
+128
| +0.6% | +$21.9K | 1.92% | 13 |
|
|
2023
Q2 | $4.4M | Buy |
22,666
+478
| +2% | +$92.7K | 2.32% | 13 |
|
|
2023
Q1 | $3.66M | Sell |
22,188
-38
| -0.2% | -$6.27K | 2.11% | 13 |
|
|
2022
Q4 | $2.89M | Sell |
22,226
-311
| -1% | -$40.4K | 1.75% | 13 |
|
|
2022
Q3 | $3.12M | Buy |
22,537
+3,156
| +16% | +$436K | 2.37% | 12 |
|
|
2022
Q2 | $2.65M | Buy |
19,381
+1,287
| +7% | +$176K | 2.09% | 13 |
|
|
2022
Q1 | $3.16M | Buy |
18,094
+2,290
| +14% | +$400K | 2.5% | 8 |
|
|
2021
Q4 | $2.81M | Buy |
+15,804
| New | +$2.81M | 2.53% | 10 |
|