APWA
Atlas Private Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Sell |
93,569
-2,417
| -3% | -$496K | 2.47% | 13 |
|
|
2025
Q1 | $21.3M | Sell |
95,986
-1,425
| -1% | -$317K | 2.97% | 9 |
|
|
2024
Q4 | $24.4M | Buy |
97,411
+39
| +0% | +$9.77K | 3.46% | 7 |
|
|
2024
Q3 | $22.7M | Sell |
97,372
-79
| -0.1% | -$18.4K | 3.29% | 9 |
|
|
2024
Q2 | $20.5M | Buy |
97,451
+48,161
| +98% | +$10.1M | 3.34% | 9 |
|
|
2024
Q1 | $8.45M | Sell |
49,290
-54,675
| -53% | -$9.38M | 2.82% | 10 |
|
|
2023
Q4 | $20M | Sell |
103,965
-32
| -0% | -$6.16K | 3.72% | 8 |
|
|
2023
Q3 | $17.8M | Buy |
103,997
+9,033
| +10% | +$1.55M | 3.37% | 9 |
|
|
2023
Q2 | $18.4M | Buy |
94,964
+46,045
| +94% | +$8.93M | 3.73% | 7 |
|
|
2023
Q1 | $8.07M | Sell |
48,919
-1,233
| -2% | -$203K | 3.73% | 8 |
|
|
2022
Q4 | $6.52M | Sell |
50,152
-1,209
| -2% | -$157K | 3.47% | 7 |
|
|
2022
Q3 | $7.1M | Buy |
51,361
+722
| +1% | +$99.8K | 4.26% | 6 |
|
|
2022
Q2 | $6.92M | Sell |
50,639
-2,205
| -4% | -$301K | 4.15% | 6 |
|
|
2022
Q1 | $9.23M | Sell |
52,844
-1,009
| -2% | -$176K | 4.1% | 7 |
|
|
2021
Q4 | $9.56M | Sell |
53,853
-2,204
| -4% | -$391K | 4.42% | 2 |
|
|
2021
Q3 | $7.93M | Buy |
56,057
+650
| +1% | +$92K | 4.14% | 3 |
|
|
2021
Q2 | $7.59M | Buy |
55,407
+14
| +0% | +$1.92K | 4.11% | 5 |
|
|
2021
Q1 | $6.77M | Sell |
55,393
-2,737
| -5% | -$334K | 3.78% | 5 |
|
|
2020
Q4 | $7.71M | Sell |
58,130
-2,859
| -5% | -$379K | 5.17% | 2 |
|
|
2020
Q3 | $7.06M | Buy |
60,989
+47,668
| +358% | +$5.52M | 5.89% | 1 |
|
|
2020
Q2 | $4.86M | Buy |
+13,321
| New | +$4.86M | 4.32% | 2 |
|