ATWA
Arbor Trust Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Sell |
33,055
-2,113
| -6% | -$434K | 3.32% | 7 |
|
|
2025
Q1 | $7.81M | Sell |
35,168
-1,264
| -3% | -$281K | 3.66% | 6 |
|
|
2024
Q4 | $9.12M | Buy |
36,432
+223
| +0.6% | +$55.8K | 4.27% | 5 |
|
|
2024
Q3 | $7.63M | Hold |
36,209
| – | – | 4% | 5 |
|
|
2024
Q2 | $7.63M | Buy |
36,209
+22
| +0.1% | +$4.63K | 4% | 5 |
|
|
2024
Q1 | $6.07M | Sell |
36,187
-1,226
| -3% | -$206K | 3.34% | 7 |
|
|
2023
Q4 | $7.2M | Sell |
37,413
-582
| -2% | -$112K | 4.29% | 5 |
|
|
2023
Q3 | $6.51M | Sell |
37,995
-622
| -2% | -$106K | 4.28% | 4 |
|
|
2023
Q2 | $7.49M | Sell |
38,617
-5,812
| -13% | -$1.13M | 4.76% | 2 |
|
|
2023
Q1 | $7.33M | Buy |
44,429
+3,941
| +10% | +$650K | 4.82% | 3 |
|
|
2022
Q4 | $5.26M | Sell |
40,488
-489
| -1% | -$63.5K | 3.63% | 7 |
|
|
2022
Q3 | $5.66M | Sell |
40,977
-2,044
| -5% | -$282K | 4.3% | 3 |
|
|
2022
Q2 | $5.88M | Sell |
43,021
-6,484
| -13% | -$887K | 4.1% | 3 |
|
|
2022
Q1 | $8.64M | Buy |
49,505
+2,668
| +6% | +$466K | 5.19% | 1 |
|
|
2021
Q4 | $8.32M | Buy |
46,837
+203
| +0.4% | +$36K | 4.79% | 3 |
|
|
2021
Q3 | $6.6M | Sell |
46,634
-1,180
| -2% | -$167K | 4.12% | 4 |
|
|
2021
Q2 | $6.55M | Sell |
47,814
-2,331
| -5% | -$319K | 4.11% | 4 |
|
|
2021
Q1 | $6.13M | Sell |
50,145
-1,741
| -3% | -$213K | 4.09% | 5 |
|
|
2020
Q4 | $6.89M | Sell |
51,886
-1,114
| -2% | -$148K | 5% | 2 |
|
|
2020
Q3 | $6.14M | Buy |
53,000
+38,982
| +278% | +$4.51M | 5.31% | 2 |
|
|
2020
Q2 | $5.11M | Sell |
14,018
-641
| -4% | -$234K | 4.62% | 3 |
|
|
2020
Q1 | $3.73M | Sell |
14,659
-317
| -2% | -$80.6K | 3.94% | 5 |
|
|
2019
Q4 | $4.4M | Buy |
+14,976
| New | +$4.4M | 3.77% | 6 |
|