AWM
AE Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370M | Buy |
1,803,941
+109,625
| +6% | +$22.5M | 2.71% | 3 |
|
|
2025
Q1 | $376M | Buy |
1,694,316
+62,833
| +4% | +$14M | 3.17% | 1 |
|
|
2024
Q4 | $409M | Buy |
1,631,483
+98,497
| +6% | +$24.7M | 3.47% | 1 |
|
|
2024
Q3 | $357M | Sell |
1,532,986
-106,291
| -6% | -$24.8M | 3.24% | 1 |
|
|
2024
Q2 | $345M | Buy |
1,639,277
+341,961
| +26% | +$72M | 3.45% | 1 |
|
|
2024
Q1 | $222M | Sell |
1,297,316
-1,838,188
| -59% | -$315M | 2.51% | 1 |
|
|
2023
Q4 | $603M | Buy |
3,135,504
+261,924
| +9% | +$50.4M | 3.08% | 1 |
|
|
2023
Q3 | $492M | Buy |
2,873,580
+199,462
| +7% | +$34.1M | 2.94% | 1 |
|
|
2023
Q2 | $519M | Buy |
2,674,118
+110,287
| +4% | +$21.4M | 3.12% | 1 |
|
|
2023
Q1 | $423M | Sell |
2,563,831
-39,562
| -2% | -$6.52M | 2.72% | 1 |
|
|
2022
Q4 | $338M | Buy |
2,603,393
+139,439
| +6% | +$18.1M | 2.45% | 3 |
|
|
2022
Q3 | $341M | Buy |
2,463,954
+37,553
| +2% | +$5.19M | 2.7% | 3 |
|
|
2022
Q2 | $332M | Buy |
2,426,401
+149,353
| +7% | +$20.4M | 2.65% | 2 |
|
|
2022
Q1 | $398M | Buy |
2,277,048
+63,586
| +3% | +$11.1M | 2.73% | 2 |
|
|
2021
Q4 | $393M | Buy |
2,213,462
+38,335
| +2% | +$6.81M | 2.74% | 2 |
|
|
2021
Q3 | $308M | Buy |
2,175,127
+80,528
| +4% | +$11.4M | 2.54% | 2 |
|
|
2021
Q2 | $287M | Buy |
2,094,599
+77,777
| +4% | +$10.7M | 2.51% | 3 |
|
|
2021
Q1 | $246M | Buy |
2,016,822
+49,798
| +3% | +$6.08M | 2.49% | 2 |
|
|
2020
Q4 | $261M | Buy |
1,967,024
+59,994
| +3% | +$7.96M | 2.96% | 2 |
|
|
2020
Q3 | $221M | Buy |
1,907,030
+1,456,193
| +323% | +$169M | 3.15% | 3 |
|
|
2020
Q2 | $164M | Buy |
450,837
+44,907
| +11% | +$16.4M | 2.54% | 4 |
|
|
2020
Q1 | $103M | Buy |
405,930
+32,114
| +9% | +$8.17M | 2.37% | 4 |
|
|
2019
Q4 | $110M | Buy |
373,816
+22,430
| +6% | +$6.59M | 2.38% | 3 |
|
|
2019
Q3 | $78.7M | Buy |
351,386
+6,082
| +2% | +$1.36M | 2.27% | 4 |
|
|
2019
Q2 | $68.3M | Buy |
345,304
+190,109
| +122% | +$37.6M | 2.05% | 6 |
|
|
2019
Q1 | $29.5M | Buy |
155,195
+25,222
| +19% | +$4.79M | 2.05% | 6 |
|
|
2018
Q4 | $20.5M | Buy |
129,973
+97
| +0.1% | +$15.3K | 3.51% | 1 |
|
|
2018
Q3 | $29.3M | Buy |
129,876
+24,202
| +23% | +$5.46M | 1.61% | 11 |
|
|
2018
Q2 | $19.6M | Buy |
105,674
+23,395
| +28% | +$4.33M | 1.33% | 15 |
|
|
2018
Q1 | $13.8M | Buy |
82,279
+13,330
| +19% | +$2.24M | 1.07% | 19 |
|
|
2017
Q4 | $11.7M | Buy |
68,949
+7,827
| +13% | +$1.32M | 1.03% | 20 |
|
|
2017
Q3 | $9.42M | Buy |
61,122
+17,626
| +41% | +$2.72M | 0.87% | 20 |
|
|
2017
Q2 | $6.26M | Buy |
43,496
+12,379
| +40% | +$1.78M | 0.75% | 27 |
|
|
2017
Q1 | $4.47M | Buy |
31,117
+11,686
| +60% | +$1.68M | 0.83% | 19 |
|
|
2016
Q4 | $2.25M | Buy |
+19,431
| New | +$2.25M | 0.91% | 19 |
|