APWM
Atlas Private Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.43M | Sell |
43,307
-2,376
| -5% | -$407K | 3.12% | 5 |
|
|
2023
Q4 | $8.8M | Sell |
45,683
-207
| -0.5% | -$39.9K | 4.13% | 1 |
|
|
2023
Q3 | $7.86M | Sell |
45,890
-388
| -0.8% | -$66.4K | 4.22% | 2 |
|
|
2023
Q2 | $8.98M | Sell |
46,278
-1,557
| -3% | -$302K | 4.73% | 1 |
|
|
2023
Q1 | $7.89M | Buy |
47,835
+3,128
| +7% | +$516K | 4.74% | 1 |
|
|
2022
Q4 | $5.81M | Sell |
44,707
-1,970
| -4% | -$256K | 2.68% | 6 |
|
|
2022
Q3 | $6.45M | Buy |
46,677
+467
| +1% | +$64.5K | 4.67% | 4 |
|
|
2022
Q2 | $6.32M | Buy |
46,210
+286
| +0.6% | +$39.1K | 4.31% | 4 |
|
|
2022
Q1 | $8.02M | Sell |
45,924
-244
| -0.5% | -$42.6K | 4.66% | 1 |
|
|
2021
Q4 | $8.2M | Sell |
46,168
-2,465
| -5% | -$438K | 4.57% | 2 |
|
|
2021
Q3 | $6.88M | Sell |
48,633
-2,905
| -6% | -$411K | 4.21% | 3 |
|
|
2021
Q2 | $7.06M | Sell |
51,538
-218
| -0.4% | -$29.9K | 4.36% | 2 |
|
|
2021
Q1 | $6.32M | Buy |
51,756
+396
| +0.8% | +$48.4K | 4.04% | 2 |
|
|
2020
Q4 | $6.82M | Sell |
51,360
-4,411
| -8% | -$585K | 4.86% | 1 |
|
|
2020
Q3 | $6.46M | Buy |
55,771
+39,637
| +246% | +$4.59M | 5.06% | 2 |
|
|
2020
Q2 | $5.89M | Sell |
16,134
-80
| -0.5% | -$29.2K | 4.74% | 2 |
|
|
2020
Q1 | $4.12M | Buy |
16,214
+108
| +0.7% | +$27.5K | 3.81% | 2 |
|
|
2019
Q4 | $4.73M | Buy |
+16,106
| New | +$4.73M | 3.63% | 2 |
|