AWM
Aevitas Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.69M | Sell |
59,147
-3,528
| -6% | -$458K | 4.55% | 3 |
|
|
2022
Q3 | $8.66M | Sell |
62,675
-2,526
| -4% | -$349K | 6.51% | 1 |
|
|
2022
Q2 | $8.91M | Sell |
65,201
-539
| -0.8% | -$73.7K | 6.04% | 2 |
|
|
2022
Q1 | $11.5M | Sell |
65,740
-4,524
| -6% | -$790K | 7.02% | 1 |
|
|
2021
Q4 | $12.5M | Sell |
70,264
-698
| -1% | -$124K | 7.43% | 1 |
|
|
2021
Q3 | $10M | Sell |
70,962
-225
| -0.3% | -$31.8K | 6.41% | 2 |
|
|
2021
Q2 | $9.75M | Sell |
71,187
-879
| -1% | -$120K | 6.23% | 2 |
|
|
2021
Q1 | $8.8M | Buy |
72,066
+2,341
| +3% | +$286K | 6.14% | 1 |
|
|
2020
Q4 | $9.25M | Sell |
69,725
-1,596
| -2% | -$212K | 6.77% | 2 |
|
|
2020
Q3 | $8.26M | Buy |
71,321
+53,179
| +293% | +$6.16M | 6.8% | 2 |
|
|
2020
Q2 | $6.62M | Sell |
18,142
-1,180
| -6% | -$430K | 6.11% | 3 |
|
|
2020
Q1 | $4.91M | Sell |
19,322
-190
| -1% | -$48.3K | 5.5% | 3 |
|
|
2019
Q4 | $5.73M | Sell |
19,512
-414
| -2% | -$122K | 5.39% | 2 |
|
|
2019
Q3 | $4.46M | Sell |
19,926
-883
| -4% | -$198K | 4.47% | 3 |
|
|
2019
Q2 | $4.12M | Sell |
20,809
-800
| -4% | -$158K | 4.15% | 4 |
|
|
2019
Q1 | $4.1M | Sell |
21,609
-1,064
| -5% | -$202K | 3.66% | 3 |
|
|
2018
Q4 | $3.58M | Sell |
22,673
-147
| -0.6% | -$23.2K | 3.66% | 3 |
|
|
2018
Q3 | $5.15M | Buy |
22,820
+119
| +0.5% | +$26.9K | 4.66% | 1 |
|
|
2018
Q2 | $4.2M | Sell |
22,701
-1,312
| -5% | -$243K | 4.09% | 1 |
|
|
2018
Q1 | $4.03M | Sell |
24,013
-1,715
| -7% | -$288K | 4.02% | 1 |
|
|
2017
Q4 | $4.35M | Buy |
+25,728
| New | +$4.35M | 4.13% | 1 |
|