AWMS
Advocacy Wealth Management Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+987
| New | +$203K | 0.01% | 63 |
|
|
2023
Q3 | – | Sell |
-1,901
| Closed | -$369K | – | 38 |
|
|
2023
Q2 | $369K | Buy |
1,901
+453
| +31% | +$87.9K | 0.04% | 34 |
|
|
2023
Q1 | $239K | Buy |
+1,448
| New | +$239K | 0.03% | 36 |
|
|
2022
Q4 | – | Sell |
-92
| Closed | -$13K | – | 40 |
|
|
2022
Q3 | $13K | Hold |
92
| – | – | ﹤0.01% | 92 |
|
|
2022
Q2 | $13K | Hold |
92
| – | – | ﹤0.01% | 92 |
|
|
2022
Q1 | $16K | Buy |
92
+6
| +7% | +$1.04K | ﹤0.01% | 94 |
|
|
2021
Q4 | $15K | Hold |
86
| – | – | ﹤0.01% | 109 |
|
|
2021
Q3 | $12K | Sell |
86
-121
| -58% | -$16.9K | ﹤0.01% | 114 |
|
|
2021
Q2 | $28K | Hold |
207
| – | – | 0.01% | 92 |
|
|
2021
Q1 | $25K | Sell |
207
-472
| -70% | -$57K | 0.01% | 79 |
|
|
2020
Q4 | $90K | Sell |
679
-17
| -2% | -$2.25K | 0.01% | 50 |
|
|
2020
Q3 | $81K | Buy |
696
+490
| +238% | +$57K | 0.01% | 55 |
|
|
2020
Q2 | $75K | Sell |
206
-99
| -32% | -$36K | 0.02% | 50 |
|
|
2020
Q1 | $73K | Buy |
305
+38
| +14% | +$9.1K | 0.02% | 37 |
|
|
2019
Q4 | $78K | Sell |
267
-38
| -12% | -$11.1K | 0.02% | 44 |
|
|
2019
Q3 | $68K | Sell |
305
-50
| -14% | -$11.1K | 0.05% | 40 |
|
|
2019
Q2 | $70K | Hold |
355
| – | – | 0.05% | 36 |
|
|
2019
Q1 | $68K | Sell |
355
-504
| -59% | -$96.5K | 0.07% | 32 |
|
|
2018
Q4 | $135K | Hold |
859
| – | – | 0.1% | 15 |
|
|
2018
Q3 | $194K | Hold |
859
| – | – | 0.12% | 16 |
|
|
2018
Q2 | $159K | Buy |
859
+52
| +6% | +$9.63K | 0.1% | 15 |
|
|
2018
Q1 | $135K | Sell |
807
-50
| -6% | -$8.36K | 0.09% | 17 |
|
|
2017
Q4 | $145K | Hold |
857
| – | – | 0.1% | 20 |
|
|
2017
Q3 | $132K | Sell |
857
-480
| -36% | -$73.9K | 0.05% | 30 |
|
|
2017
Q2 | $193K | Buy |
1,337
+52
| +4% | +$7.51K | 0.07% | 37 |
|
|
2017
Q1 | $185K | Sell |
1,285
-15
| -1% | -$2.16K | 0.06% | 39 |
|
|
2016
Q4 | $151K | Sell |
1,300
-598
| -32% | -$69.5K | 0.05% | 42 |
|
|
2016
Q3 | $215K | Sell |
1,898
-888
| -32% | -$101K | 0.08% | 53 |
|
|
2016
Q2 | $266K | Sell |
2,786
-2,015
| -42% | -$192K | 0.13% | 57 |
|
|
2016
Q1 | $523K | Sell |
4,801
-1,483
| -24% | -$162K | 0.36% | 46 |
|
|
2015
Q4 | $665K | Buy |
+6,284
| New | +$665K | 0.75% | 35 |
|
|
2013
Q3 | $485K | Buy |
991
+300
| +43% | +$147K | 1.33% | 19 |
|
|
2013
Q2 | $274K | Buy |
+691
| New | +$274K | 1.09% | 25 |
|