AWM
Atticus Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
50,141
+3,413
| +7% | +$700K | 2.78% | 6 |
|
|
2025
Q1 | $10.4M | Sell |
46,728
-814
| -2% | -$181K | 3.39% | 6 |
|
|
2024
Q4 | $11.9M | Sell |
47,542
-125
| -0.3% | -$31.3K | 3.7% | 5 |
|
|
2024
Q3 | $11.1M | Sell |
47,667
-175
| -0.4% | -$40.8K | 3.57% | 5 |
|
|
2024
Q2 | $10.1M | Sell |
47,842
-1,435
| -3% | -$302K | 3.29% | 5 |
|
|
2024
Q1 | $8.45M | Sell |
49,277
-4,167
| -8% | -$715K | 2.76% | 6 |
|
|
2023
Q4 | $10.3M | Sell |
53,444
-1,341
| -2% | -$258K | 3.63% | 5 |
|
|
2023
Q3 | $9.38M | Buy |
54,785
+451
| +0.8% | +$77.2K | 3.59% | 5 |
|
|
2023
Q2 | $10.5M | Sell |
54,334
-1,209
| -2% | -$235K | 3.88% | 4 |
|
|
2023
Q1 | $9.16M | Sell |
55,543
-7,419
| -12% | -$1.22M | 3.5% | 5 |
|
|
2022
Q4 | $8.18M | Sell |
62,962
-1,948
| -3% | -$253K | 3.36% | 3 |
|
|
2022
Q3 | $8.88M | Hold |
64,910
| – | – | 4.29% | 4 |
|
|
2022
Q2 | $8.88M | Buy |
64,910
+1,275
| +2% | +$174K | 3.69% | 4 |
|
|
2022
Q1 | $11.1M | Buy |
63,635
+10,343
| +19% | +$1.81M | 4.06% | 4 |
|
|
2021
Q4 | $9.46M | Buy |
53,292
+352
| +0.7% | +$62.5K | 3.69% | 4 |
|
|
2021
Q3 | $7.49M | Sell |
52,940
-3,294
| -6% | -$466K | 3.29% | 3 |
|
|
2021
Q2 | $7.7M | Sell |
56,234
-314
| -0.6% | -$43K | 3.35% | 5 |
|
|
2021
Q1 | $6.91M | Sell |
56,548
-1,369
| -2% | -$167K | 3.29% | 5 |
|
|
2020
Q4 | $7.69M | Buy |
57,917
+2,047
| +4% | +$272K | 3.87% | 3 |
|
|
2020
Q3 | $6.47M | Buy |
55,870
+41,978
| +302% | +$4.86M | 3.86% | 5 |
|
|
2020
Q2 | $5.07M | Buy |
13,892
+127
| +0.9% | +$46.3K | 3.35% | 8 |
|
|
2020
Q1 | $3.5M | Buy |
13,765
+2,113
| +18% | +$537K | 2.82% | 8 |
|
|
2019
Q4 | $3.42M | Buy |
+11,652
| New | +$3.42M | 2.18% | 14 |
|