AWM
Aspire Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.5M | Sell |
19,317
-162
| -0.8% | -$37.7K | 2.42% | 13 |
|
|
2024
Q2 | $4.1M | Buy |
19,479
+7
| +0% | +$1.47K | 2.35% | 14 |
|
|
2024
Q1 | $3.34M | Sell |
19,472
-427
| -2% | -$73.2K | 2.02% | 14 |
|
|
2023
Q4 | $3.83M | Sell |
19,899
-383
| -2% | -$73.7K | 2.6% | 15 |
|
|
2023
Q3 | $3.47M | Sell |
20,282
-362
| -2% | -$62K | 2.64% | 13 |
|
|
2023
Q2 | $4M | Sell |
20,644
-809
| -4% | -$157K | 3.03% | 12 |
|
|
2023
Q1 | $3.54M | Sell |
21,453
-483
| -2% | -$79.6K | 2.87% | 11 |
|
|
2022
Q4 | $2.85M | Sell |
21,936
-164
| -0.7% | -$21.3K | 2.48% | 13 |
|
|
2022
Q3 | $3.05M | Sell |
22,100
-619
| -3% | -$85.5K | 2.88% | 13 |
|
|
2022
Q2 | $3.11M | Buy |
22,719
+54
| +0.2% | +$7.38K | 2.86% | 12 |
|
|
2022
Q1 | $3.96M | Buy |
22,665
+50
| +0.2% | +$8.73K | 3.13% | 10 |
|
|
2021
Q4 | $4.02M | Buy |
+22,615
| New | +$4.02M | 3.25% | 10 |
|