AAMA
Advanced Asset Management Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
49,287
-720
| -1% | -$148K | 2.73% | 13 |
|
|
2025
Q1 | $11.1M | Sell |
50,007
-993
| -2% | -$221K | 3.05% | 7 |
|
|
2024
Q4 | $12.8M | Sell |
51,000
-438
| -0.9% | -$110K | 3.35% | 5 |
|
|
2024
Q3 | $10.8M | Hold |
51,438
| – | – | 2.9% | 8 |
|
|
2024
Q2 | $10.8M | Sell |
51,438
-512
| -1% | -$108K | 2.88% | 8 |
|
|
2024
Q1 | $8.91M | Sell |
51,950
-509
| -1% | -$87.3K | 2.2% | 14 |
|
|
2023
Q4 | $10.1M | Sell |
52,459
-246
| -0.5% | -$47.4K | 2.4% | 11 |
|
|
2023
Q3 | $9.02M | Sell |
52,705
-25
| -0% | -$4.28K | 2.16% | 14 |
|
|
2023
Q2 | $10.2M | Buy |
52,730
+200
| +0.4% | +$38.8K | 2.37% | 11 |
|
|
2023
Q1 | $8.66M | Buy |
52,530
+100
| +0.2% | +$16.5K | 2.11% | 14 |
|
|
2022
Q4 | $6.81M | Buy |
52,430
+701
| +1% | +$91.1K | 1.71% | 22 |
|
|
2022
Q3 | $7.15M | Sell |
51,729
-800
| -2% | -$111K | 1.96% | 14 |
|
|
2022
Q2 | $7.18M | Buy |
52,529
+235
| +0.4% | +$32.1K | 1.84% | 20 |
|
|
2022
Q1 | $9.13M | Sell |
52,294
-636
| -1% | -$111K | 2% | 14 |
|
|
2021
Q4 | $9.4M | Buy |
52,930
+201
| +0.4% | +$35.7K | 1.95% | 13 |
|
|
2021
Q3 | $7.46M | Sell |
52,729
-140
| -0.3% | -$19.8K | 1.6% | 18 |
|
|
2021
Q2 | $7.24M | Sell |
52,869
-516
| -1% | -$70.7K | 1.53% | 21 |
|
|
2021
Q1 | $6.52M | Buy |
53,385
+306
| +0.6% | +$37.4K | 1.45% | 22 |
|
|
2020
Q4 | $7.04M | Buy |
53,079
+295
| +0.6% | +$39.1K | 1.64% | 15 |
|
|
2020
Q3 | $6.11M | Buy |
52,784
+28,592
| +118% | +$3.31M | 1.62% | 15 |
|
|
2020
Q2 | $8.83M | Sell |
24,192
-162
| -0.7% | -$59.1K | 2.59% | 8 |
|
|
2020
Q1 | $6.19M | Buy |
24,354
+29
| +0.1% | +$7.37K | 2.15% | 7 |
|
|
2019
Q4 | $7.14M | Sell |
24,325
-95
| -0.4% | -$27.9K | 2.16% | 6 |
|
|
2019
Q3 | $5.47M | Buy |
24,420
+350
| +1% | +$78.4K | 1.76% | 6 |
|
|
2019
Q2 | $4.76M | Sell |
24,070
-114
| -0.5% | -$22.6K | 1.65% | 7 |
|
|
2019
Q1 | $4.59M | Sell |
24,184
-5,125
| -17% | -$974K | 1.64% | 6 |
|
|
2018
Q4 | $4.62M | Buy |
+29,309
| New | +$4.62M | 1.48% | 11 |
|
|
2018
Q3 | – | Sell |
-1,811
| Closed | -$335K | – | 99 |
|
|
2018
Q2 | $335K | Sell |
1,811
-4,589
| -72% | -$849K | 0.11% | 115 |
|
|
2018
Q1 | $1.07M | Buy |
6,400
+18
| +0.3% | +$3.02K | 0.36% | 56 |
|
|
2017
Q4 | $1.08M | Buy |
+6,382
| New | +$1.08M | 0.35% | 60 |
|