AWS
AJ Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.7M | Buy |
70,804
+2,077
| +3% | +$403K | 0.66% | 31 |
|
|
2023
Q1 | $11.3M | Sell |
68,727
-6,927
| -9% | -$1.14M | 0.59% | 30 |
|
|
2022
Q4 | $9.83M | Sell |
75,654
-11,532
| -13% | -$1.5M | 0.52% | 33 |
|
|
2022
Q3 | $12M | Buy |
87,186
+583
| +0.7% | +$80.6K | 0.7% | 26 |
|
|
2022
Q2 | $11.8M | Buy |
86,603
+16,318
| +23% | +$2.23M | 0.62% | 25 |
|
|
2022
Q1 | $12.3M | Buy |
70,285
+76
| +0.1% | +$13.3K | 0.61% | 28 |
|
|
2021
Q4 | $12.5M | Buy |
70,209
+12,578
| +22% | +$2.23M | 0.59% | 25 |
|
|
2021
Q3 | $8.16M | Buy |
57,631
+2,541
| +5% | +$360K | 0.44% | 33 |
|
|
2021
Q2 | $7.55M | Sell |
55,090
-4,486
| -8% | -$614K | 0.45% | 30 |
|
|
2021
Q1 | $7.28M | Sell |
59,576
-684
| -1% | -$83.5K | 0.52% | 24 |
|
|
2020
Q4 | $8M | Buy |
60,260
+576
| +1% | +$76.4K | 0.7% | 19 |
|
|
2020
Q3 | $6.91M | Buy |
59,684
+45,929
| +334% | +$5.32M | 0.7% | 21 |
|
|
2020
Q2 | $5.02M | Buy |
13,755
+359
| +3% | +$131K | 0.56% | 22 |
|
|
2020
Q1 | $3.41M | Buy |
13,396
+5,838
| +77% | +$1.48M | 0.46% | 30 |
|
|
2019
Q4 | $2.2M | Sell |
7,558
-444
| -6% | -$129K | 0.26% | 37 |
|
|
2019
Q3 | $1.69M | Buy |
8,002
+312
| +4% | +$66K | 0.22% | 44 |
|
|
2019
Q2 | $1.47M | Sell |
7,690
-3,048
| -28% | -$581K | 0.22% | 46 |
|
|
2019
Q1 | $2.04M | Sell |
10,738
-1,204
| -10% | -$229K | 0.34% | 32 |
|
|
2018
Q4 | $1.88M | Buy |
11,942
+1,653
| +16% | +$261K | 0.36% | 31 |
|
|
2018
Q3 | $2.32M | Buy |
10,289
+289
| +3% | +$65.2K | 0.43% | 27 |
|
|
2018
Q2 | $1.81M | Buy |
10,000
+795
| +9% | +$144K | 0.37% | 29 |
|
|
2018
Q1 | $1.54M | Buy |
9,205
+2,756
| +43% | +$462K | 0.37% | 32 |
|
|
2017
Q4 | $1.09M | Buy |
6,449
+1,105
| +21% | +$187K | 0.27% | 43 |
|
|
2017
Q3 | $824K | Buy |
+5,344
| New | +$824K | 0.27% | 45 |
|
|
2017
Q2 | – | Sell |
-1,712
| Closed | -$246K | – | 76 |
|
|
2017
Q1 | $246K | Buy |
+1,712
| New | +$246K | 0.11% | 64 |
|