AWS
Atria Wealth Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72M | Sell |
346,234
-519,637
| -60% | -$108M | 1.63% | 4 |
|
|
2025
Q1 | $192M | Sell |
865,871
-170,024
| -16% | -$37.8M | 2.31% | 2 |
|
|
2024
Q4 | $259M | Sell |
1,035,895
-109,219
| -10% | -$27.4M | 2.84% | 1 |
|
|
2024
Q3 | $267M | Sell |
1,145,114
-133,108
| -10% | -$31M | 2.89% | 3 |
|
|
2024
Q2 | $269M | Sell |
1,278,222
-79,756
| -6% | -$16.8M | 2.97% | 2 |
|
|
2024
Q1 | $233M | Sell |
1,357,978
-8,466
| -0.6% | -$1.45M | 2.63% | 3 |
|
|
2023
Q4 | $263M | Sell |
1,366,444
-11,283
| -0.8% | -$2.17M | 3.29% | 1 |
|
|
2023
Q3 | $236M | Sell |
1,377,727
-36,224
| -3% | -$6.2M | 3.3% | 1 |
|
|
2023
Q2 | $274M | Sell |
1,413,951
-6,220
| -0.4% | -$1.21M | 3.74% | 1 |
|
|
2023
Q1 | $234M | Sell |
1,420,171
-14,010
| -1% | -$2.31M | 3.46% | 1 |
|
|
2022
Q4 | $186M | Sell |
1,434,181
-20,371
| -1% | -$2.65M | 2.99% | 1 |
|
|
2022
Q3 | $201M | Buy |
1,454,552
+907,513
| +166% | +$125M | 3.47% | 1 |
|
|
2022
Q2 | $74.5M | Sell |
547,039
-632,618
| -54% | -$86.2M | 1.4% | 4 |
|
|
2022
Q1 | $206M | Buy |
+1,179,657
| New | +$206M | 3.43% | 1 |
|