AW
Alaethes Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
54,944
-3,879
| -7% | -$796K | 3.37% | 5 |
|
|
2025
Q1 | $13.1M | Buy |
58,823
+2,065
| +4% | +$459K | 4.79% | 2 |
|
|
2024
Q4 | $14.2M | Sell |
56,758
-415
| -0.7% | -$104K | 5.08% | 2 |
|
|
2024
Q3 | $13.3M | Buy |
57,173
+312
| +0.5% | +$72.7K | 4.91% | 2 |
|
|
2024
Q2 | $12M | Buy |
56,861
+813
| +1% | +$171K | 4.95% | 2 |
|
|
2024
Q1 | $9.61M | Sell |
56,048
-639
| -1% | -$110K | 4.2% | 3 |
|
|
2023
Q4 | $10.9M | Sell |
56,687
-2,473
| -4% | -$476K | 5.17% | 3 |
|
|
2023
Q3 | $10.1M | Sell |
59,160
-287
| -0.5% | -$49.1K | 5.55% | 2 |
|
|
2023
Q2 | $11.5M | Buy |
59,447
+4,200
| +8% | +$815K | 6.33% | 2 |
|
|
2023
Q1 | $9.11M | Sell |
55,247
-5,939
| -10% | -$979K | 5.34% | 3 |
|
|
2022
Q4 | $7.95M | Sell |
61,186
-9,302
| -13% | -$1.21M | 5.46% | 2 |
|
|
2022
Q3 | $9.74M | Buy |
70,488
+3,685
| +6% | +$509K | 7.16% | 1 |
|
|
2022
Q2 | $9.13M | Sell |
66,803
-1,599
| -2% | -$219K | 6.77% | 2 |
|
|
2022
Q1 | $11.9M | Sell |
68,402
-1,013
| -1% | -$177K | 7.59% | 1 |
|
|
2021
Q4 | $12.3M | Buy |
69,415
+92
| +0.1% | +$16.3K | 7.76% | 1 |
|
|
2021
Q3 | $9.81M | Sell |
69,323
-1,168
| -2% | -$165K | 7.13% | 1 |
|
|
2021
Q2 | $9.65M | Buy |
70,491
+286
| +0.4% | +$39.2K | 7.45% | 1 |
|
|
2021
Q1 | $8.58M | Buy |
+70,205
| New | +$8.58M | 7.95% | 1 |
|