APW
Austin Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
75,735
-2,746
| -3% | -$563K | 1.22% | 24 |
|
|
2025
Q1 | $17.4M | Buy |
78,481
+1,513
| +2% | +$336K | 1.56% | 18 |
|
|
2024
Q4 | $19.3M | Buy |
76,968
+441
| +0.6% | +$110K | 1.78% | 17 |
|
|
2024
Q3 | $17.8M | Buy |
76,527
+375
| +0.5% | +$87.4K | 1.72% | 17 |
|
|
2024
Q2 | $16M | Buy |
76,152
+289
| +0.4% | +$60.9K | 1.73% | 15 |
|
|
2024
Q1 | $12.9M | Buy |
75,863
+3,595
| +5% | +$610K | 1.48% | 19 |
|
|
2023
Q4 | $13.9M | Buy |
72,268
+3,778
| +6% | +$727K | 1.76% | 14 |
|
|
2023
Q3 | $11.7M | Buy |
68,490
+12,062
| +21% | +$2.07M | 1.7% | 15 |
|
|
2023
Q2 | $10.9M | Sell |
56,428
-991
| -2% | -$192K | 1.58% | 20 |
|
|
2023
Q1 | $9.47M | Buy |
57,419
+257
| +0.4% | +$42.4K | 1.51% | 20 |
|
|
2022
Q4 | $7.43M | Sell |
57,162
-935
| -2% | -$121K | 1.3% | 18 |
|
|
2022
Q3 | $8.03M | Buy |
58,097
+64
| +0.1% | +$8.85K | 1.69% | 16 |
|
|
2022
Q2 | $7.93M | Sell |
58,033
-3,011
| -5% | -$412K | 1.76% | 15 |
|
|
2022
Q1 | $10.7M | Buy |
61,044
+2,414
| +4% | +$422K | 2.13% | 12 |
|
|
2021
Q4 | $10.4M | Buy |
58,630
+1,758
| +3% | +$312K | 2.07% | 11 |
|
|
2021
Q3 | $8.05M | Sell |
56,872
-62
| -0.1% | -$8.77K | 1.7% | 12 |
|
|
2021
Q2 | $7.8M | Buy |
56,934
+443
| +0.8% | +$60.7K | 1.8% | 13 |
|
|
2021
Q1 | $6.9M | Buy |
56,491
+671
| +1% | +$82K | 1.82% | 14 |
|
|
2020
Q4 | $7.41M | Buy |
55,820
+18,068
| +48% | +$2.4M | 2.14% | 11 |
|
|
2020
Q3 | $4.37M | Buy |
37,752
+28,539
| +310% | +$3.31M | 1.63% | 12 |
|
|
2020
Q2 | $3.36M | Buy |
9,213
+296
| +3% | +$108K | 1.46% | 13 |
|
|
2020
Q1 | $2.27M | Sell |
8,917
-122
| -1% | -$31K | 1.37% | 11 |
|
|
2019
Q4 | $2.65M | Buy |
+9,039
| New | +$2.65M | 1.38% | 11 |
|