AAG
Avalon Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
2,628
+6
| +0.2% | +$1.23K | 0.23% | 13 |
|
|
2025
Q1 | $582K | Hold |
2,622
| – | – | 0.27% | 12 |
|
|
2024
Q4 | $657K | Hold |
2,622
| – | – | 0.3% | 11 |
|
|
2024
Q3 | $611K | Hold |
2,622
| – | – | 0.28% | 11 |
|
|
2024
Q2 | $552K | Sell |
2,622
-191
| -7% | -$40.2K | 0.26% | 12 |
|
|
2024
Q1 | $482K | Buy |
+2,813
| New | +$482K | 0.23% | 11 |
|
|
2022
Q4 | – | Sell |
-1,852
| Closed | -$256K | – | 8 |
|
|
2022
Q3 | $256K | Buy |
1,852
+4
| +0.2% | +$553 | 0.16% | 9 |
|
|
2022
Q2 | $253K | Buy |
+1,848
| New | +$253K | 0.15% | 9 |
|