AWM
Arista Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
77,456
+40,436
| +109% | +$8.3M | 2.2% | 11 |
|
|
2025
Q1 | $8.22M | Buy |
37,020
+269
| +0.7% | +$59.8K | 1.99% | 10 |
|
|
2024
Q4 | $9.2M | Buy |
36,751
+101
| +0.3% | +$25.3K | 2.21% | 10 |
|
|
2024
Q3 | $8.54M | Buy |
36,650
+655
| +2% | +$153K | 2.05% | 10 |
|
|
2024
Q2 | $7.58M | Buy |
35,995
+23,708
| +193% | +$4.99M | 1.99% | 11 |
|
|
2024
Q1 | $2.11M | Sell |
12,287
-15,476
| -56% | -$2.65M | 1.61% | 12 |
|
|
2023
Q4 | $5.35M | Buy |
27,763
+629
| +2% | +$121K | 1.96% | 11 |
|
|
2023
Q3 | $4.65M | Buy |
27,134
+654
| +2% | +$112K | 1.82% | 10 |
|
|
2023
Q2 | $5.14M | Sell |
26,480
-200
| -0.7% | -$38.8K | 2.13% | 10 |
|
|
2023
Q1 | $4.4M | Buy |
26,680
+261
| +1% | +$43K | 2.4% | 9 |
|
|
2022
Q4 | $3.44M | Buy |
+26,419
| New | +$3.44M | 2.17% | 10 |
|