AWM
Aries Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
88,422
-1,376
| -2% | -$282K | 4.74% | 1 |
|
|
2025
Q1 | $19.9M | Sell |
89,798
-1,701
| -2% | -$378K | 5.42% | 1 |
|
|
2024
Q4 | $22.9M | Sell |
91,499
-853
| -0.9% | -$214K | 6.31% | 1 |
|
|
2024
Q3 | $21.5M | Sell |
92,352
-642
| -0.7% | -$150K | 5.91% | 1 |
|
|
2024
Q2 | $19.6M | Sell |
92,994
-577
| -0.6% | -$122K | 6.17% | 1 |
|
|
2024
Q1 | $16M | Sell |
93,571
-1,365
| -1% | -$234K | 5.17% | 1 |
|
|
2023
Q4 | $18.3M | Sell |
94,936
-1,450
| -2% | -$279K | 6.52% | 1 |
|
|
2023
Q3 | $17.2M | Buy |
96,386
+1,521
| +2% | +$272K | 6.74% | 1 |
|
|
2023
Q2 | $18.4M | Sell |
94,865
-235
| -0.2% | -$45.6K | 7.13% | 1 |
|
|
2023
Q1 | $15.7M | Buy |
95,100
+111
| +0.1% | +$18.3K | 6.43% | 1 |
|
|
2022
Q4 | $12.3M | Buy |
94,989
+1,147
| +1% | +$149K | 5.32% | 1 |
|
|
2022
Q3 | $14.4M | Buy |
93,842
+792
| +0.9% | +$121K | 6.37% | 1 |
|
|
2022
Q2 | $12.7M | Buy |
93,050
+85,438
| +1,122% | +$11.7M | 5.78% | 1 |
|
|
2022
Q1 | $1.33M | Sell |
7,612
-86,067
| -92% | -$15M | 0.58% | 37 |
|
|
2021
Q4 | $16.6M | Sell |
93,679
-2,732
| -3% | -$485K | 6.34% | 1 |
|
|
2021
Q3 | $13.6M | Sell |
96,411
-277
| -0.3% | -$39.2K | 5.77% | 1 |
|
|
2021
Q2 | $13.2M | Sell |
96,688
-485
| -0.5% | -$66.4K | 5.66% | 2 |
|
|
2021
Q1 | $12.8M | Buy |
97,173
+2,579
| +3% | +$341K | 5.76% | 2 |
|
|
2020
Q4 | $12.5M | Sell |
94,594
-1,410
| -1% | -$186K | 6.24% | 2 |
|
|
2020
Q3 | $11.1M | Buy |
96,004
+68,894
| +254% | +$7.98M | 6.31% | 2 |
|
|
2020
Q2 | $9.89M | Sell |
27,110
-315
| -1% | -$115K | 6.04% | 2 |
|
|
2020
Q1 | $6.72M | Sell |
27,425
-535
| -2% | -$131K | 5.12% | 2 |
|
|
2019
Q4 | $8.38M | Sell |
27,960
-383
| -1% | -$115K | 5.12% | 2 |
|
|
2019
Q3 | $6.7M | Sell |
28,343
-468
| -2% | -$111K | 4.45% | 2 |
|
|
2019
Q2 | $5.88M | Sell |
28,811
-62
| -0.2% | -$12.7K | 4.11% | 1 |
|
|
2019
Q1 | $5.48M | Buy |
28,873
+448
| +2% | +$85.1K | 4.1% | 1 |
|
|
2018
Q4 | $4.48M | Sell |
28,425
-275
| -1% | -$43.4K | 4.76% | 1 |
|
|
2018
Q3 | $6.48M | Hold |
28,700
| – | – | 5.82% | 1 |
|
|
2018
Q2 | $5.46M | Sell |
28,700
-155
| -0.5% | -$29.5K | 5.05% | 1 |
|
|
2018
Q1 | $5M | Buy |
28,855
+955
| +3% | +$165K | 4.84% | 1 |
|
|
2017
Q4 | $4.98M | Buy |
+27,900
| New | +$4.98M | 4.58% | 1 |
|