AWM
Allen Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
10,857
-228
| -2% | -$46.8K | 1.56% | 11 |
|
|
2025
Q1 | $2.46M | Buy |
11,085
+112
| +1% | +$24.9K | 1.7% | 9 |
|
|
2024
Q4 | $2.75M | Buy |
10,973
+105
| +1% | +$26.3K | 1.97% | 9 |
|
|
2024
Q3 | $2.53M | Buy |
10,868
+537
| +5% | +$125K | 1.76% | 11 |
|
|
2024
Q2 | $2.18M | Buy |
10,331
+37
| +0.4% | +$7.79K | 1.94% | 11 |
|
|
2024
Q1 | $1.77M | Sell |
10,294
-900
| -8% | -$154K | 1.56% | 15 |
|
|
2023
Q4 | $2.16M | Buy |
+11,194
| New | +$2.16M | 2.11% | 12 |
|