AWM
Ariadne Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
10,870
+733
| +7% | +$171K | 1.21% | 19 |
|
|
2025
Q1 | $2.01M | Sell |
10,137
-431
| -4% | -$85.6K | 1.05% | 22 |
|
|
2024
Q4 | $2.41M | Buy |
10,568
+1,211
| +13% | +$276K | 1.1% | 20 |
|
|
2024
Q3 | $2.13M | Buy |
9,357
+1,161
| +14% | +$264K | 1.16% | 20 |
|
|
2024
Q2 | $1.73M | Buy |
+8,196
| New | +$1.73M | 1.33% | 19 |
|