AWA
Artemis Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Buy |
39,684
+912
| +2% | +$187K | 0.92% | 8 |
|
|
2025
Q1 | $8.61M | Sell |
38,772
-1,080
| -3% | -$240K | 1.81% | 6 |
|
|
2024
Q4 | $9.98M | Sell |
39,852
-19,958
| -33% | -$5M | 1.78% | 6 |
|
|
2024
Q3 | $13.9M | Buy |
59,810
+11,001
| +23% | +$2.56M | 1.39% | 6 |
|
|
2024
Q2 | $10.3M | Buy |
48,809
+9,680
| +25% | +$2.04M | 0.97% | 7 |
|
|
2024
Q1 | $6.71M | Buy |
39,129
+51
| +0.1% | +$8.75K | 0.68% | 7 |
|
|
2023
Q4 | $7.49M | Sell |
39,078
-1,506
| -4% | -$289K | 1.44% | 8 |
|
|
2023
Q3 | $6.95M | Sell |
40,584
-417
| -1% | -$71.4K | 1.3% | 12 |
|
|
2023
Q2 | $7.95M | Sell |
41,001
-254
| -0.6% | -$49.3K | 1.45% | 12 |
|
|
2023
Q1 | $6.8M | Buy |
41,255
+58
| +0.1% | +$9.56K | 1.75% | 6 |
|
|
2022
Q4 | $5.35M | Buy |
41,197
+60
| +0.1% | +$7.8K | 1.63% | 8 |
|
|
2022
Q3 | $5.69M | Sell |
41,137
-183
| -0.4% | -$25.3K | 1.49% | 5 |
|
|
2022
Q2 | $5.65M | Sell |
41,320
-2,920
| -7% | -$399K | 1.55% | 5 |
|
|
2022
Q1 | $7.72M | Sell |
44,240
-119,951
| -73% | -$20.9M | 1.28% | 5 |
|
|
2021
Q4 | $29.2M | Buy |
164,191
+56
| +0% | +$9.94K | 3.61% | 4 |
|
|
2021
Q3 | $23.2M | Buy |
164,135
+57
| +0% | +$8.07K | 3.23% | 5 |
|
|
2021
Q2 | $22.5M | Buy |
164,078
+4,666
| +3% | +$639K | 3.2% | 5 |
|
|
2021
Q1 | $19.4M | Sell |
159,412
-4,542
| -3% | -$554K | 3.04% | 6 |
|
|
2020
Q4 | $21.8M | Buy |
163,954
+124,901
| +320% | +$16.6M | 3.47% | 5 |
|
|
2020
Q3 | $4.52M | Buy |
39,053
+29,348
| +302% | +$3.4M | 1.11% | 4 |
|
|
2020
Q2 | $3.54M | Hold |
9,705
| – | – | 1.22% | 4 |
|
|
2020
Q1 | $2.47M | Hold |
9,705
| – | – | 1.06% | 4 |
|
|
2019
Q4 | $2.85M | Hold |
9,705
| – | – | 1.03% | 4 |
|
|
2019
Q3 | $2.17M | Hold |
9,705
| – | – | 0.95% | 3 |
|
|
2019
Q2 | $895K | Hold |
9,705
| – | – | 0.46% | 4 |
|
|
2019
Q1 | $1.84M | Buy |
9,705
+8,274
| +578% | +$1.57M | 0.98% | 3 |
|
|
2018
Q4 | $226K | Hold |
1,431
| – | – | 0.11% | 20 |
|
|
2018
Q3 | $323K | Hold |
1,431
| – | – | 0.18% | 6 |
|
|
2018
Q2 | $265K | Hold |
1,431
| – | – | 0.19% | 9 |
|
|
2018
Q1 | $240K | Hold |
1,431
| – | – | 0.19% | 12 |
|
|
2017
Q4 | $242K | Hold |
1,431
| – | – | 0.21% | 10 |
|
|
2017
Q3 | $221K | Hold |
1,431
| – | – | 0.19% | 8 |
|
|
2017
Q2 | $206K | Hold |
1,431
| – | – | 0.19% | 8 |
|
|
2017
Q1 | $206K | Buy |
1,431
+1,200
| +519% | +$172K | 0.17% | 8 |
|
|
2016
Q4 | $27K | Buy |
+231
| New | +$27K | 0.03% | 7 |
|