AWA
Aquire Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
4,578
-114
| -2% | -$23.4K | 0.25% | 23 |
|
|
2025
Q1 | $1.04M | Sell |
4,692
-1,028
| -18% | -$228K | 0.32% | 22 |
|
|
2024
Q4 | $1.43M | Buy |
5,720
+60
| +1% | +$15K | 0.44% | 21 |
|
|
2024
Q3 | $1.32M | Buy |
5,660
+94
| +2% | +$21.9K | 0.41% | 22 |
|
|
2024
Q2 | $1.17M | Buy |
5,566
+153
| +3% | +$32.2K | 0.39% | 25 |
|
|
2024
Q1 | $928K | Sell |
5,413
-108
| -2% | -$18.5K | 0.32% | 26 |
|
|
2023
Q4 | $1.06M | Hold |
5,521
| – | – | 0.4% | 25 |
|
|
2023
Q3 | $945K | Buy |
5,521
+14
| +0.3% | +$2.4K | 0.39% | 25 |
|
|
2023
Q2 | $1.07M | Sell |
5,507
-123
| -2% | -$23.9K | 0.43% | 25 |
|
|
2023
Q1 | $928K | Buy |
5,630
+1,134
| +25% | +$187K | 0.41% | 26 |
|
|
2022
Q4 | $584K | Sell |
4,496
-33
| -0.7% | -$4.29K | 0.29% | 27 |
|
|
2022
Q3 | $626K | Sell |
4,529
-14
| -0.3% | -$1.94K | 0.36% | 27 |
|
|
2022
Q2 | $621K | Sell |
4,543
-16
| -0.4% | -$2.19K | 0.36% | 26 |
|
|
2022
Q1 | $796K | Sell |
4,559
-68
| -1% | -$11.9K | 0.42% | 27 |
|
|
2021
Q4 | $822K | Buy |
+4,627
| New | +$822K | 0.43% | 27 |
|