AW
Atlas Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
82,787
-300
| -0.4% | -$62.3K | 6.28% | 2 |
|
|
2025
Q1 | $18.5M | Sell |
83,087
-2,581
| -3% | -$573K | 7.2% | 3 |
|
|
2024
Q4 | $21.5M | Sell |
85,668
-738
| -0.9% | -$185K | 8.11% | 3 |
|
|
2024
Q3 | $20.1M | Sell |
86,406
-86,270
| -50% | -$20.1M | 8.69% | 3 |
|
|
2024
Q2 | $38.3M | Buy |
172,676
+86,507
| +100% | +$19.2M | 4.5% | 3 |
|
|
2024
Q1 | $14.8M | Sell |
86,169
-758
| -0.9% | -$130K | 7.22% | 3 |
|
|
2023
Q4 | $14.9M | Hold |
86,927
| – | – | 8.11% | 3 |
|
|
2023
Q3 | $14.9M | Sell |
86,927
-3
| -0% | -$514 | 2.78% | 10 |
|
|
2023
Q2 | $16.8M | Sell |
86,930
-1,312
| -1% | -$254K | 3.1% | 7 |
|
|
2023
Q1 | $14.6M | Sell |
88,242
-1,695
| -2% | -$280K | 2.86% | 9 |
|
|
2022
Q4 | $11.7M | Buy |
+89,937
| New | +$11.7M | 3.15% | 11 |
|