AWM
Avaii Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
16,976
-238
| -1% | -$48.8K | 1.55% | 19 |
|
|
2025
Q1 | $3.82M | Buy |
17,214
+801
| +5% | +$178K | 2.04% | 16 |
|
|
2024
Q4 | $4.11M | Sell |
16,413
-142
| -0.9% | -$35.6K | 2.02% | 17 |
|
|
2024
Q3 | $3.86M | Sell |
16,555
-1,030
| -6% | -$240K | 1.95% | 18 |
|
|
2024
Q2 | $3.7M | Buy |
17,585
+998
| +6% | +$210K | 2.05% | 16 |
|
|
2024
Q1 | $2.84M | Sell |
16,587
-677
| -4% | -$116K | 1.67% | 17 |
|
|
2023
Q4 | $3.32M | Sell |
17,264
-1,075
| -6% | -$207K | 2.17% | 9 |
|
|
2023
Q3 | $3.14M | Buy |
18,339
+1,423
| +8% | +$244K | 2.38% | 8 |
|
|
2023
Q2 | $3.28M | Sell |
16,916
-911
| -5% | -$177K | 2.52% | 8 |
|
|
2023
Q1 | $2.94M | Buy |
17,827
+2,196
| +14% | +$362K | 2.56% | 7 |
|
|
2022
Q4 | $2.03M | Buy |
15,631
+206
| +1% | +$26.8K | 1.82% | 13 |
|
|
2022
Q3 | $2.13M | Sell |
15,425
-973
| -6% | -$134K | 2.21% | 12 |
|
|
2022
Q2 | $2.24M | Sell |
16,398
-1,740
| -10% | -$238K | 2.4% | 10 |
|
|
2022
Q1 | $3.17M | Buy |
18,138
+3,352
| +23% | +$585K | 2.93% | 9 |
|
|
2021
Q4 | $2.63M | Buy |
+14,786
| New | +$2.63M | 2.63% | 8 |
|