AWP
Atlas Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,432
-139
| -2% | -$28.5K | 1.29% | 14 |
|
|
2025
Q1 | $1.24M | Sell |
5,571
-365
| -6% | -$81.1K | 1.53% | 12 |
|
|
2024
Q4 | $1.49M | Sell |
5,936
-74
| -1% | -$18.5K | 1.88% | 10 |
|
|
2024
Q3 | $1.4M | Sell |
6,010
-60
| -1% | -$14K | 2.13% | 9 |
|
|
2024
Q2 | $1.28M | Buy |
+6,070
| New | +$1.28M | 5.41% | 4 |
|
|
2024
Q1 | – | Sell |
-5,119
| Closed | -$985K | – | 19 |
|
|
2023
Q4 | $985K | Sell |
5,119
-700
| -12% | -$135K | 5.44% | 4 |
|
|
2023
Q3 | $979K | Sell |
5,819
-517
| -8% | -$87K | 5.63% | 4 |
|
|
2023
Q2 | $1.22M | Buy |
+6,336
| New | +$1.22M | 3.5% | 7 |
|