AWM
Ameliora Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Sell |
27,169
-3,708
| -12% | -$761K | 1.99% | 13 |
|
|
2025
Q1 | $6.86M | Sell |
30,877
-3,891
| -11% | -$864K | 2.58% | 9 |
|
|
2024
Q4 | $8.71M | Buy |
34,768
+4,844
| +16% | +$1.21M | 3.27% | 8 |
|
|
2024
Q3 | $6.97M | Sell |
29,924
-2,987
| -9% | -$696K | 2.91% | 9 |
|
|
2024
Q2 | $6.93M | Sell |
32,911
-3,767
| -10% | -$793K | 3.15% | 9 |
|
|
2024
Q1 | $6.29M | Buy |
36,678
+383
| +1% | +$65.7K | 2.85% | 9 |
|
|
2023
Q4 | $6.99M | Buy |
36,295
+456
| +1% | +$87.8K | 3.47% | 8 |
|
|
2023
Q3 | $6.14M | Buy |
35,839
+5,129
| +17% | +$878K | 3.64% | 8 |
|
|
2023
Q2 | $5.96M | Sell |
30,710
-2,805
| -8% | -$544K | 3.68% | 8 |
|
|
2023
Q1 | $5.53M | Sell |
33,515
-9,285
| -22% | -$1.53M | 3.23% | 8 |
|
|
2022
Q4 | $5.72M | Buy |
42,800
+7,060
| +20% | +$944K | 3.06% | 11 |
|
|
2022
Q3 | $4.94M | Buy |
+35,740
| New | +$4.94M | 2.68% | 12 |
|