AWM
Avior Wealth Management’s APA Corp APA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,699
| Closed | -$330K | – | 690 |
|
|
2025
Q1 | $330K | Sell |
15,699
-371
| -2% | -$7.8K | 0.01% | 526 |
|
|
2024
Q4 | $371K | Buy |
16,070
+322
| +2% | +$7.44K | 0.01% | 532 |
|
|
2024
Q3 | $385K | Buy |
15,748
+106
| +0.7% | +$2.59K | 0.02% | 522 |
|
|
2024
Q2 | $461K | Buy |
15,642
+802
| +5% | +$23.6K | 0.02% | 456 |
|
|
2024
Q1 | $510K | Buy |
14,840
+14,763
| +19,173% | +$508K | 0.02% | 445 |
|
|
2023
Q4 | $2.76K | Buy |
+77
| New | +$2.76K | ﹤0.01% | 1269 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$5K | – | 698 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 626 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 642 |
|
|
2018
Q1 | $4K | Sell |
100
-91
| -48% | -$3.64K | ﹤0.01% | 637 |
|
|
2017
Q4 | $8K | Buy |
191
+100
| +110% | +$4.19K | ﹤0.01% | 609 |
|
|
2017
Q3 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 401 |
|
|
2017
Q1 | – | Sell |
-48
| Closed | -$3K | – | 485 |
|
|
2016
Q4 | $3K | Sell |
48
-352
| -88% | -$22K | ﹤0.01% | 423 |
|
|
2016
Q3 | $26K | Buy |
+400
| New | +$26K | 0.01% | 274 |
|
|
2014
Q2 | – | Sell |
-50
| Closed | -$4K | – | 325 |
|
|
2014
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 274 |
|