AAS
Asset Allocation Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
7,459
+154
| +2% | +$31.6K | 0.34% | 64 |
|
|
2025
Q1 | $1.62M | Sell |
7,305
-243
| -3% | -$54K | 0.4% | 63 |
|
|
2024
Q4 | $1.79M | Sell |
7,548
-33
| -0.4% | -$7.82K | 0.43% | 54 |
|
|
2024
Q3 | $1.77M | Buy |
7,581
+589
| +8% | +$137K | 0.5% | 47 |
|
|
2024
Q2 | $1.47M | Sell |
6,992
-240
| -3% | -$50.6K | 0.5% | 37 |
|
|
2024
Q1 | $1.24M | Buy |
7,232
+520
| +8% | +$89.2K | 0.44% | 40 |
|
|
2023
Q4 | $1.29M | Buy |
6,712
+2
| +0% | +$385 | 0.5% | 37 |
|
|
2023
Q3 | $1.15M | Sell |
6,710
-46
| -0.7% | -$7.88K | 0.53% | 37 |
|
|
2023
Q2 | $1.31M | Buy |
+6,756
| New | +$1.31M | 0.62% | 35 |
|