AWA
Amplius Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
62,956
+3,568
| +6% | +$732K | 1.2% | 23 |
|
|
2025
Q1 | $13.2M | Sell |
59,388
-375
| -0.6% | -$83.3K | 1.37% | 22 |
|
|
2024
Q4 | $15M | Buy |
59,763
+600
| +1% | +$150K | 1.53% | 22 |
|
|
2024
Q3 | $13.8M | Buy |
59,163
+385
| +0.7% | +$89.7K | 1.5% | 22 |
|
|
2024
Q2 | $12.4M | Sell |
58,778
-1,380
| -2% | -$291K | 1.38% | 24 |
|
|
2024
Q1 | $10.3M | Buy |
60,158
+501
| +0.8% | +$85.9K | 1.16% | 24 |
|
|
2023
Q4 | $11.5M | Buy |
59,657
+4,388
| +8% | +$845K | 1.39% | 25 |
|
|
2023
Q3 | $9.46M | Sell |
55,269
-785
| -1% | -$134K | 1.27% | 24 |
|
|
2023
Q2 | $10.9M | Sell |
56,054
-1,815
| -3% | -$352K | 1.46% | 19 |
|
|
2023
Q1 | $9.54M | Buy |
57,869
+132
| +0.2% | +$21.8K | 1.37% | 21 |
|
|
2022
Q4 | $7.5M | Buy |
57,737
+3,089
| +6% | +$401K | 1.2% | 24 |
|
|
2022
Q3 | $7.55M | Buy |
54,648
+2,445
| +5% | +$338K | 1.35% | 22 |
|
|
2022
Q2 | $7.14M | Sell |
52,203
-1,413
| -3% | -$193K | 1.15% | 25 |
|
|
2022
Q1 | $9.36M | Sell |
53,616
-2,755
| -5% | -$481K | 1.44% | 19 |
|
|
2021
Q4 | $10M | Buy |
+56,371
| New | +$10M | 1.38% | 18 |
|