AWAG
ARS Wealth Advisors Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5M | Buy |
+178,098
| New | +$36.5M | 4.21% | 5 |
|
|
2024
Q4 | – | Sell |
-179,334
| Closed | -$41.8M | – | 161 |
|
|
2024
Q3 | $41.8M | Buy |
179,334
+1,492
| +0.8% | +$348K | 5.13% | 3 |
|
|
2024
Q2 | $37.5M | Sell |
177,842
-4,911
| -3% | -$1.03M | 4.86% | 3 |
|
|
2024
Q1 | $31.3M | Buy |
182,753
+582
| +0.3% | +$99.8K | 4.23% | 4 |
|
|
2023
Q4 | $35.1M | Sell |
182,171
-8,347
| -4% | -$1.61M | 5.2% | 3 |
|
|
2023
Q3 | $32.6M | Sell |
190,518
-5,641
| -3% | -$966K | 5.35% | 3 |
|
|
2023
Q2 | $38M | Buy |
+196,159
| New | +$38M | 6.04% | 2 |
|
|
2023
Q1 | – | Sell |
-191,590
| Closed | -$24.9M | – | 124 |
|
|
2022
Q4 | $24.9M | Sell |
191,590
-26,558
| -12% | -$3.45M | 4.1% | 4 |
|
|
2022
Q3 | $30.1M | Buy |
218,148
+7,138
| +3% | +$986K | 4.6% | 4 |
|
|
2022
Q2 | $28.8M | Buy |
211,010
+43,124
| +26% | +$5.9M | 3.96% | 4 |
|
|
2022
Q1 | $29.3M | Sell |
167,886
-7,608
| -4% | -$1.33M | 5.11% | 4 |
|
|
2021
Q4 | $31.2M | Sell |
175,494
-3,504
| -2% | -$622K | 5.23% | 4 |
|
|
2021
Q3 | $25.3M | Buy |
+178,998
| New | +$25.3M | 4.6% | 5 |
|