AWA
Alta Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
35,275
+481
| +1% | +$98.7K | 3.42% | 5 |
|
|
2025
Q1 | $7.73M | Sell |
34,794
-3,324
| -9% | -$738K | 3.55% | 5 |
|
|
2024
Q4 | $9.55M | Sell |
38,118
-21
| -0.1% | -$5.26K | 4.18% | 4 |
|
|
2024
Q3 | $8.89M | Buy |
38,139
+2,269
| +6% | +$529K | 4.06% | 4 |
|
|
2024
Q2 | $7.55M | Buy |
35,870
+310
| +0.9% | +$65.3K | 3.77% | 5 |
|
|
2024
Q1 | $6.1M | Buy |
35,560
+1,308
| +4% | +$224K | 3.1% | 5 |
|
|
2023
Q4 | $6.59M | Sell |
34,252
-100
| -0.3% | -$19.3K | 3.68% | 5 |
|
|
2023
Q3 | $5.88M | Sell |
34,352
-349
| -1% | -$59.8K | 3.6% | 4 |
|
|
2023
Q2 | $6.73M | Buy |
34,701
+1,056
| +3% | +$205K | 3.95% | 3 |
|
|
2023
Q1 | $5.55M | Buy |
33,645
+676
| +2% | +$111K | 3.5% | 4 |
|
|
2022
Q4 | $4.28M | Sell |
32,969
-285
| -0.9% | -$37K | 2.89% | 5 |
|
|
2022
Q3 | $4.6M | Sell |
33,254
-8
| -0% | -$1.11K | 3.29% | 4 |
|
|
2022
Q2 | $4.55M | Buy |
33,262
+1,124
| +3% | +$154K | 3.15% | 5 |
|
|
2022
Q1 | $5.61M | Buy |
32,138
+17,954
| +127% | +$3.14M | 3.33% | 3 |
|
|
2021
Q4 | $2.52M | Buy |
14,184
+98
| +0.7% | +$17.4K | 1.55% | 16 |
|
|
2021
Q3 | $1.99M | Buy |
14,086
+493
| +4% | +$69.8K | 1.45% | 12 |
|
|
2021
Q2 | $1.86M | Buy |
13,593
+342
| +3% | +$46.8K | 1.36% | 12 |
|
|
2021
Q1 | $1.62M | Buy |
13,251
+424
| +3% | +$51.8K | 1.35% | 13 |
|
|
2020
Q4 | $1.7M | Buy |
+12,827
| New | +$1.7M | 1.43% | 13 |
|