AWA
Aletheian Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
18,076
-780
| -4% | -$160K | 1.82% | 13 |
|
|
2025
Q1 | $4.19M | Buy |
18,856
+3,248
| +21% | +$721K | 2.35% | 9 |
|
|
2024
Q4 | $3.91M | Buy |
15,608
+572
| +4% | +$143K | 2.31% | 9 |
|
|
2024
Q3 | $3.5M | Sell |
15,036
-402
| -3% | -$93.7K | 2.05% | 10 |
|
|
2024
Q2 | $3.25M | Sell |
15,438
-11,338
| -42% | -$2.39M | 1.71% | 12 |
|
|
2024
Q1 | $4.59M | Buy |
26,776
+11,116
| +71% | +$1.91M | 2.49% | 10 |
|
|
2023
Q4 | $3.02M | Sell |
15,660
-1,149
| -7% | -$221K | 2% | 12 |
|
|
2023
Q3 | $2.88M | Sell |
16,809
-1,272
| -7% | -$218K | 2.21% | 10 |
|
|
2023
Q2 | $3.51M | Buy |
18,081
+6,373
| +54% | +$1.24M | 2.4% | 10 |
|
|
2023
Q1 | $1.93M | Sell |
11,708
-440
| -4% | -$72.6K | 1.7% | 14 |
|
|
2022
Q4 | $1.58M | Buy |
12,148
+3,765
| +45% | +$489K | 1.36% | 18 |
|
|
2022
Q3 | $1.16M | Sell |
8,383
-1,801
| -18% | -$249K | 1.32% | 24 |
|
|
2022
Q2 | $1.39M | Buy |
10,184
+1,895
| +23% | +$259K | 1.41% | 19 |
|
|
2022
Q1 | $1.45M | Buy |
8,289
+1,221
| +17% | +$213K | 1.37% | 19 |
|
|
2021
Q4 | $1.26M | Buy |
+7,068
| New | +$1.26M | 1.23% | 19 |
|