AWS
Aspen Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
9,961
-6,094
| -38% | -$1.25M | 1.23% | 16 |
|
|
2025
Q1 | $3.57M | Sell |
16,055
-18
| -0.1% | -$4K | 2.34% | 10 |
|
|
2024
Q4 | $4.02M | Buy |
16,073
+97
| +0.6% | +$24.3K | 2.57% | 9 |
|
|
2024
Q3 | $3.72M | Sell |
15,976
-227
| -1% | -$52.9K | 2.4% | 9 |
|
|
2024
Q2 | $3.71M | Sell |
16,203
-387
| -2% | -$88.6K | 2.58% | 9 |
|
|
2024
Q1 | $2.84M | Sell |
16,590
-710
| -4% | -$122K | 1.96% | 11 |
|
|
2023
Q4 | $3.33M | Buy |
17,300
+14
| +0.1% | +$2.7K | 2.42% | 9 |
|
|
2023
Q3 | $2.96M | Buy |
17,286
+120
| +0.7% | +$20.6K | 2.31% | 10 |
|
|
2023
Q2 | $3.33M | Sell |
17,166
-1,253
| -7% | -$243K | 2.53% | 9 |
|
|
2023
Q1 | $3.04M | Sell |
18,419
-159
| -0.9% | -$26.2K | 2.36% | 10 |
|
|
2022
Q4 | $2.41M | Buy |
+18,578
| New | +$2.41M | 1.93% | 10 |
|