AWMG
Alliance Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
30,089
-119
| -0.4% | -$24.4K | 1.57% | 21 |
|
|
2025
Q1 | $6.71M | Sell |
30,208
-1,600
| -5% | -$355K | 1.81% | 19 |
|
|
2024
Q4 | $7.97M | Buy |
31,808
+3,331
| +12% | +$834K | 2.13% | 16 |
|
|
2024
Q3 | $6.64M | Buy |
28,477
+420
| +1% | +$97.9K | 1.77% | 18 |
|
|
2024
Q2 | $5.91M | Sell |
28,057
-2,037
| -7% | -$429K | 1.69% | 19 |
|
|
2024
Q1 | $5.16M | Buy |
30,094
+755
| +3% | +$129K | 1.51% | 21 |
|
|
2023
Q4 | $5.65M | Buy |
+29,339
| New | +$5.65M | 1.76% | 18 |
|
|
2023
Q2 | $5.7M | Sell |
29,379
-783
| -3% | -$152K | 1.85% | 17 |
|
|
2023
Q1 | $4.97M | Sell |
30,162
-29
| -0.1% | -$4.78K | 1.69% | 17 |
|
|
2022
Q4 | $3.92M | Buy |
30,191
+2
| +0% | +$260 | 1.43% | 20 |
|
|
2022
Q3 | $4.17M | Hold |
30,189
| – | – | 1.62% | 17 |
|
|
2022
Q2 | $4.13M | Buy |
30,189
+41
| +0.1% | +$5.61K | 1.52% | 19 |
|
|
2022
Q1 | $5.26M | Buy |
30,148
+412
| +1% | +$71.9K | 1.71% | 18 |
|
|
2021
Q4 | $5.28M | Sell |
29,736
-489
| -2% | -$86.8K | 1.64% | 17 |
|
|
2021
Q3 | $4.28M | Buy |
30,225
+2,290
| +8% | +$324K | 1.39% | 19 |
|
|
2021
Q2 | $3.83M | Buy |
27,935
+86
| +0.3% | +$11.8K | 1.27% | 21 |
|
|
2021
Q1 | $3.4M | Sell |
27,849
-110
| -0.4% | -$13.4K | 1.28% | 19 |
|
|
2020
Q4 | $3.71M | Sell |
27,959
-1,329
| -5% | -$176K | 1.46% | 19 |
|
|
2020
Q3 | $3.39M | Buy |
29,288
+21,854
| +294% | +$2.53M | 1.46% | 19 |
|
|
2020
Q2 | $2.71M | Buy |
7,434
+285
| +4% | +$104K | 1.24% | 20 |
|
|
2020
Q1 | $1.82M | Buy |
7,149
+30
| +0.4% | +$7.63K | 0.97% | 22 |
|
|
2019
Q4 | $2.09M | Buy |
7,119
+251
| +4% | +$73.7K | 0.93% | 22 |
|
|
2019
Q3 | $1.54M | Sell |
6,868
-525
| -7% | -$118K | 0.74% | 25 |
|
|
2019
Q2 | $1.46M | Buy |
7,393
+125
| +2% | +$24.7K | 0.72% | 26 |
|
|
2019
Q1 | $1.38M | Buy |
7,268
+2,041
| +39% | +$388K | 0.73% | 27 |
|
|
2018
Q4 | $825K | Buy |
5,227
+3,351
| +179% | +$529K | 0.49% | 31 |
|
|
2018
Q3 | $424K | Sell |
1,876
-130
| -6% | -$29.4K | 0.23% | 40 |
|
|
2018
Q2 | $371K | Sell |
2,006
-833
| -29% | -$154K | 0.21% | 46 |
|
|
2018
Q1 | $476K | Sell |
2,839
-823
| -22% | -$138K | 0.22% | 50 |
|
|
2017
Q4 | $620K | Sell |
3,662
-3,632
| -50% | -$615K | 0.31% | 42 |
|
|
2017
Q3 | $1.12M | Buy |
7,294
+3,746
| +106% | +$577K | 0.29% | 43 |
|
|
2017
Q2 | $511K | Buy |
3,548
+906
| +34% | +$130K | 0.29% | 46 |
|
|
2017
Q1 | $381K | Sell |
2,642
-361
| -12% | -$52.1K | 0.22% | 52 |
|
|
2016
Q4 | $348K | Buy |
3,003
+10
| +0.3% | +$1.16K | 0.26% | 27 |
|
|
2016
Q3 | $340K | Buy |
2,993
+10
| +0.3% | +$1.14K | 0.24% | 20 |
|
|
2016
Q2 | $285K | Buy |
2,983
+426
| +17% | +$40.7K | 0.2% | 21 |
|
|
2016
Q1 | $278K | Sell |
2,557
-14
| -0.5% | -$1.52K | 0.24% | 19 |
|
|
2015
Q4 | $271K | Buy |
+2,571
| New | +$271K | 0.26% | 27 |
|