AWAU
Alliance Wealth Advisors (Utah)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
6,888
-9,038
| -57% | -$1.85M | 0.34% | 80 |
|
|
2025
Q1 | $3.54M | Sell |
15,926
-9,995
| -39% | -$2.22M | 0.92% | 35 |
|
|
2024
Q4 | $6.49M | Sell |
25,921
-928
| -3% | -$232K | 1.67% | 8 |
|
|
2024
Q3 | $6.26M | Buy |
26,849
+18,062
| +206% | +$4.21M | 1.64% | 6 |
|
|
2024
Q2 | $1.85M | Buy |
8,787
+93
| +1% | +$19.6K | 0.54% | 56 |
|
|
2024
Q1 | $1.49M | Buy |
8,694
+1,171
| +16% | +$201K | 0.44% | 65 |
|
|
2023
Q4 | $1.45M | Buy |
7,523
+152
| +2% | +$29.3K | 0.49% | 61 |
|
|
2023
Q3 | $1.26M | Sell |
7,371
-811
| -10% | -$139K | 0.47% | 62 |
|
|
2023
Q2 | $1.59M | Buy |
8,182
+192
| +2% | +$37.2K | 0.59% | 57 |
|
|
2023
Q1 | $1.32M | Buy |
7,990
+370
| +5% | +$61K | 0.53% | 57 |
|
|
2022
Q4 | $990K | Buy |
+7,620
| New | +$990K | 0.44% | 63 |
|