AWA
Authentikos Wealth Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
18,679
-11,604
| -38% | -$1.58M | 1.93% | 19 |
|
|
2025
Q1 | $5.34M | Buy |
30,283
+16,680
| +123% | +$2.94M | 4.5% | 9 |
|
|
2024
Q4 | $3.41M | Buy |
13,603
+3,668
| +37% | +$919K | 3.37% | 8 |
|
|
2024
Q3 | $2.31M | Sell |
9,935
-4,102
| -29% | -$956K | 2.23% | 14 |
|
|
2024
Q2 | $2.96M | Buy |
14,037
+4,802
| +52% | +$1.01M | 2.86% | 12 |
|
|
2024
Q1 | $1.58M | Sell |
9,235
-207
| -2% | -$35.5K | 1.59% | 16 |
|
|
2023
Q4 | $1.82M | Sell |
9,442
-1,007
| -10% | -$194K | 1.93% | 14 |
|
|
2023
Q3 | $1.79M | Buy |
10,449
+90
| +0.9% | +$15.4K | 1.73% | 12 |
|
|
2023
Q2 | $2.01M | Sell |
10,359
-142
| -1% | -$27.5K | 1.9% | 13 |
|
|
2023
Q1 | $1.36M | Buy |
+10,501
| New | +$1.36M | 1.38% | 18 |
|