APW
Atlantic Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
2,140
-99
| -4% | -$20.3K | 0.29% | 33 |
|
|
2025
Q1 | $497K | Buy |
2,239
+150
| +7% | +$33.3K | 0.37% | 35 |
|
|
2024
Q4 | $523K | Buy |
2,089
+321
| +18% | +$80.4K | 0.39% | 27 |
|
|
2024
Q3 | $412K | Buy |
1,768
+200
| +13% | +$46.6K | 0.31% | 29 |
|
|
2024
Q2 | $330K | Buy |
1,568
+200
| +15% | +$42.1K | 0.27% | 32 |
|
|
2024
Q1 | $235K | Hold |
1,368
| – | – | 0.2% | 35 |
|
|
2023
Q4 | $263K | Sell |
1,368
-690
| -34% | -$133K | 0.24% | 36 |
|
|
2023
Q3 | $352K | Buy |
2,058
+1,600
| +349% | +$274K | 0.36% | 23 |
|
|
2023
Q2 | $88.8K | Buy |
458
+275
| +150% | +$53.3K | 0.09% | 48 |
|
|
2023
Q1 | $30.2K | Buy |
+183
| New | +$30.2K | 0.03% | 60 |
|