CWA
Choice Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
33,759
+77
| +0.2% | +$15.8K | 3.13% | 14 |
|
|
2025
Q1 | $7.48M | Sell |
33,682
-67
| -0.2% | -$14.9K | 3.9% | 11 |
|
|
2024
Q4 | $8.45M | Sell |
33,749
-301
| -0.9% | -$75.4K | 4.32% | 10 |
|
|
2024
Q3 | $7.93M | Sell |
34,050
-2,491
| -7% | -$580K | 3.96% | 11 |
|
|
2024
Q2 | $7.7M | Hold |
36,541
| – | – | 4.08% | 11 |
|
|
2024
Q1 | $6.27M | Buy |
36,541
+3,538
| +11% | +$607K | 3.79% | 10 |
|
|
2023
Q4 | $6.35M | Sell |
33,003
-90
| -0.3% | -$17.3K | 3.93% | 10 |
|
|
2023
Q3 | $5.67M | Buy |
33,093
+5,642
| +21% | +$966K | 4% | 10 |
|
|
2023
Q2 | $5.32M | Sell |
27,451
-1,285
| -4% | -$249K | 3.62% | 10 |
|
|
2023
Q1 | $4.74M | Buy |
28,736
+1
| +0% | +$165 | 3.45% | 10 |
|
|
2022
Q4 | $3.73M | Sell |
28,735
-50
| -0.2% | -$6.5K | 2.8% | 12 |
|
|
2022
Q3 | $3.98M | Buy |
28,785
+26,098
| +971% | +$3.61M | 3.33% | 11 |
|
|
2022
Q2 | $367K | Sell |
2,687
-28,285
| -91% | -$3.86M | 0.3% | 32 |
|
|
2022
Q1 | $5.32M | Sell |
30,972
-873
| -3% | -$150K | 4.22% | 9 |
|
|
2021
Q4 | $5.66M | Sell |
31,845
-11,470
| -26% | -$2.04M | 4.16% | 8 |
|
|
2021
Q3 | $6.13M | Sell |
43,315
-265
| -0.6% | -$37.5K | 4.97% | 7 |
|
|
2021
Q2 | $5.97M | Buy |
43,580
+18,892
| +77% | +$2.59M | 4.29% | 10 |
|
|
2021
Q1 | $3.02M | Sell |
24,688
-18,195
| -42% | -$2.22M | 2.49% | 11 |
|
|
2020
Q4 | $5.69M | Buy |
+42,883
| New | +$5.69M | 5.14% | 7 |
|