AWM
Aprio Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
65,705
+5,094
| +8% | +$1.05M | 1.52% | 17 |
|
|
2025
Q1 | $13.5M | Buy |
60,611
+4,389
| +8% | +$975K | 1.69% | 12 |
|
|
2024
Q4 | $14.1M | Buy |
56,222
+8,229
| +17% | +$2.06M | 2.05% | 12 |
|
|
2024
Q3 | $11.2M | Buy |
47,993
+13,245
| +38% | +$3.09M | 1.79% | 12 |
|
|
2024
Q2 | $7.32M | Buy |
34,748
+52
| +0.1% | +$11K | 1.33% | 15 |
|
|
2024
Q1 | $5.95M | Buy |
34,696
+9,369
| +37% | +$1.61M | 1.17% | 21 |
|
|
2023
Q4 | $4.88M | Buy |
25,327
+2,789
| +12% | +$537K | 1.09% | 24 |
|
|
2023
Q3 | $3.86M | Buy |
22,538
+302
| +1% | +$51.7K | 1.06% | 22 |
|
|
2023
Q2 | $4.31M | Sell |
22,236
-914
| -4% | -$177K | 1.18% | 15 |
|
|
2023
Q1 | $3.82M | Buy |
23,150
+3,931
| +20% | +$648K | 1.18% | 15 |
|
|
2022
Q4 | $2.5M | Sell |
19,219
-1,086
| -5% | -$141K | 0.88% | 21 |
|
|
2022
Q3 | $2.81M | Buy |
20,305
+375
| +2% | +$51.8K | 1.13% | 22 |
|
|
2022
Q2 | $2.73M | Buy |
19,930
+2,975
| +18% | +$407K | 1.09% | 21 |
|
|
2022
Q1 | $2.96M | Buy |
16,955
+447
| +3% | +$78K | 1.13% | 22 |
|
|
2021
Q4 | $2.93M | Sell |
16,508
-403
| -2% | -$71.6K | 1.23% | 22 |
|
|
2021
Q3 | $2.39M | Buy |
16,911
+928
| +6% | +$131K | 1.09% | 25 |
|
|
2021
Q2 | $2.19M | Buy |
+15,983
| New | +$2.19M | 1.04% | 22 |
|
|
2020
Q4 | $2.14M | Sell |
16,126
-5,715
| -26% | -$758K | 1.41% | 19 |
|
|
2020
Q3 | $2.53M | Buy |
21,841
+17,889
| +453% | +$2.07M | 1.79% | 13 |
|
|
2020
Q2 | $1.44M | Sell |
3,952
-122
| -3% | -$44.5K | 1.39% | 15 |
|
|
2020
Q1 | $1.04M | Buy |
4,074
+1,184
| +41% | +$301K | 1.31% | 15 |
|
|
2019
Q4 | $849K | Buy |
+2,890
| New | +$849K | 0.63% | 24 |
|