AWM
Austin Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Sell |
28,657
-231
| -0.8% | -$47.9K | 1.06% | 27 |
|
|
2025
Q1 | $6.02M | Buy |
28,888
+2,617
| +10% | +$545K | 1.21% | 25 |
|
|
2024
Q4 | $6.04M | Buy |
26,271
+2,124
| +9% | +$488K | 1.25% | 24 |
|
|
2024
Q3 | $5.45M | Sell |
24,147
-227
| -0.9% | -$51.2K | 1.2% | 26 |
|
|
2024
Q2 | $5.55M | Buy |
24,374
+672
| +3% | +$153K | 1.3% | 24 |
|
|
2024
Q1 | $4.52M | Buy |
23,702
+5,206
| +28% | +$994K | 1.12% | 27 |
|
|
2023
Q4 | $3.37M | Buy |
18,496
+453
| +3% | +$82.6K | 0.9% | 33 |
|
|
2023
Q3 | $3.43M | Buy |
+18,043
| New | +$3.43M | 1.06% | 26 |
|