AWM
Avondale Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
14,025
-312
| -2% | -$64K | 1.61% | 13 |
|
|
2025
Q1 | $3.18M | Buy |
14,337
+972
| +7% | +$216K | 2% | 12 |
|
|
2024
Q4 | $3.35M | Sell |
13,365
-1,213
| -8% | -$304K | 2.14% | 12 |
|
|
2024
Q3 | $3.4M | Buy |
14,578
+450
| +3% | +$105K | 2.21% | 10 |
|
|
2024
Q2 | $2.98M | Buy |
14,128
+800
| +6% | +$168K | 2.03% | 12 |
|
|
2024
Q1 | $2.29M | Buy |
13,328
+2,526
| +23% | +$433K | 1.6% | 12 |
|
|
2023
Q4 | $2.08M | Sell |
10,802
-24
| -0.2% | -$4.62K | 1.68% | 11 |
|
|
2023
Q3 | $1.85M | Sell |
10,826
-50
| -0.5% | -$8.56K | 1.63% | 13 |
|
|
2023
Q2 | $2.11M | Sell |
10,876
-1,750
| -14% | -$339K | 1.77% | 12 |
|
|
2023
Q1 | $2.08M | Sell |
12,626
-825
| -6% | -$136K | 1.8% | 13 |
|
|
2022
Q4 | $1.75M | Buy |
13,451
+916
| +7% | +$119K | 1.52% | 13 |
|
|
2022
Q3 | $1.73M | Buy |
12,535
+1,625
| +15% | +$225K | 1.89% | 12 |
|
|
2022
Q2 | $1.49M | Sell |
10,910
-874
| -7% | -$120K | 1.73% | 11 |
|
|
2022
Q1 | $2.06M | Buy |
11,784
+3,850
| +49% | +$672K | 2.42% | 10 |
|
|
2021
Q4 | $1.41M | Sell |
7,934
-1,000
| -11% | -$178K | 1.43% | 11 |
|
|
2021
Q3 | $1.26M | Hold |
8,934
| – | – | 1.23% | 15 |
|
|
2021
Q2 | $1.22M | Sell |
8,934
-200
| -2% | -$27.4K | 1.14% | 17 |
|
|
2021
Q1 | $1.12M | Buy |
9,134
+2,750
| +43% | +$336K | 1.1% | 15 |
|
|
2020
Q4 | $847K | Hold |
6,384
| – | – | 0.98% | 12 |
|
|
2020
Q3 | $739K | Buy |
6,384
+4,788
| +300% | +$554K | 1.12% | 10 |
|
|
2020
Q2 | $582K | Sell |
1,596
-10
| -0.6% | -$3.65K | 0.83% | 13 |
|
|
2020
Q1 | $408K | Buy |
1,606
+1,075
| +202% | +$273K | 0.64% | 14 |
|
|
2019
Q4 | $156K | Buy |
531
+215
| +68% | +$63.2K | 0.23% | 23 |
|
|
2019
Q3 | $71K | Hold |
316
| – | – | 0.12% | 32 |
|
|
2019
Q2 | $63K | Buy |
316
+64
| +25% | +$12.8K | 0.05% | 39 |
|
|
2019
Q1 | $48K | Buy |
252
+45
| +22% | +$8.57K | 0.04% | 42 |
|
|
2018
Q4 | $33K | Sell |
207
-100
| -33% | -$15.9K | 0.03% | 54 |
|
|
2018
Q3 | $69K | Buy |
307
+30
| +11% | +$6.74K | 0.07% | 32 |
|
|
2018
Q2 | $51K | Hold |
277
| – | – | 0.04% | 34 |
|
|
2018
Q1 | $46K | Hold |
277
| – | – | 0.04% | 38 |
|
|
2017
Q4 | $47K | Buy |
+277
| New | +$47K | 0.04% | 41 |
|