Alliance Wealth Advisors (Pennsylvania)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
17,043
-440
| -3% | -$90.3K | 1.79% | 10 |
|
|
2025
Q1 | $3.88M | Sell |
17,483
-693
| -4% | -$154K | 2.2% | 8 |
|
|
2024
Q4 | $4.55M | Sell |
18,176
-513
| -3% | -$128K | 2.54% | 6 |
|
|
2024
Q3 | $4.35M | Buy |
18,689
+33
| +0.2% | +$7.69K | 2.49% | 6 |
|
|
2024
Q2 | $3.93M | Sell |
18,656
-1,003
| -5% | -$211K | 2.47% | 7 |
|
|
2024
Q1 | $3.37M | Sell |
19,659
-332
| -2% | -$56.9K | 2.13% | 7 |
|
|
2023
Q4 | $3.85M | Sell |
19,991
-506
| -2% | -$97.4K | 2.54% | 7 |
|
|
2023
Q3 | $3.51M | Sell |
20,497
-1,275
| -6% | -$218K | 2.54% | 7 |
|
|
2023
Q2 | $4.22M | Sell |
21,772
-771
| -3% | -$150K | 3% | 7 |
|
|
2023
Q1 | $3.72M | Buy |
22,543
+1,963
| +10% | +$324K | 2.79% | 6 |
|
|
2022
Q4 | $2.67M | Sell |
20,580
-909
| -4% | -$118K | 2.23% | 8 |
|
|
2022
Q3 | $2.97M | Sell |
21,489
-183
| -0.8% | -$25.3K | 2.76% | 7 |
|
|
2022
Q2 | $2.96M | Sell |
21,672
-250
| -1% | -$34.2K | 2.56% | 8 |
|
|
2022
Q1 | $3.83M | Sell |
21,922
-207
| -0.9% | -$36.1K | 3.17% | 5 |
|
|
2021
Q4 | $3.93M | Sell |
22,129
-1,074
| -5% | -$191K | 3.2% | 6 |
|
|
2021
Q3 | $3.28M | Sell |
23,203
-100
| -0.4% | -$14.1K | 2.91% | 6 |
|
|
2021
Q2 | $3.19M | Buy |
23,303
+124
| +0.5% | +$17K | 2.87% | 6 |
|
|
2021
Q1 | $2.83M | Buy |
23,179
+454
| +2% | +$55.5K | 2.79% | 6 |
|
|
2020
Q4 | $3.02M | Buy |
+22,725
| New | +$3.02M | 3.16% | 5 |
|