AWA
Adapt Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
6,257
+30
| +0.5% | +$6.16K | 0.57% | 26 |
|
|
2025
Q1 | $1.38M | Sell |
6,227
-254
| -4% | -$56.4K | 0.67% | 25 |
|
|
2024
Q4 | $1.62M | Buy |
6,481
+57
| +0.9% | +$14.3K | 0.8% | 27 |
|
|
2024
Q3 | $1.5M | Buy |
6,424
+87
| +1% | +$20.3K | 0.8% | 27 |
|
|
2024
Q2 | $1.33M | Buy |
6,337
+1,276
| +25% | +$269K | 0.84% | 27 |
|
|
2024
Q1 | $868K | Buy |
+5,061
| New | +$868K | 0.62% | 28 |
|