AWM
Axxcess Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 881 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 846 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 851 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 886 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 842 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 865 |
|
|
2023
Q4 | – | Sell |
-403,296
| Closed | -$66.9M | – | 833 |
|
|
2023
Q3 | $66.9M | Buy |
403,296
+161,513
| +67% | +$26.8M | 2.28% | 6 |
|
|
2023
Q2 | $45M | Buy |
+241,783
| New | +$45M | 3.26% | 3 |
|
|
2023
Q1 | – | Sell |
-241,436
| Closed | -$30.2M | – | 631 |
|
|
2022
Q4 | $30.2M | Buy |
+241,436
| New | +$30.2M | 2.49% | 3 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 540 |
|
|
2022
Q2 | – | Sell |
-226,339
| Closed | -$38.5M | – | 533 |
|
|
2022
Q1 | $38.5M | Buy |
+226,339
| New | +$38.5M | 3.01% | 4 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 619 |
|