EWS
Eagle Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
9,161
-42
| -0.5% | -$8.62K | 1.05% | 14 |
|
|
2025
Q1 | $2.04M | Sell |
9,203
-256
| -3% | -$56.9K | 1.25% | 13 |
|
|
2024
Q4 | $2.37M | Buy |
9,459
+634
| +7% | +$159K | 1.72% | 9 |
|
|
2024
Q3 | $2.06M | Sell |
8,825
-630
| -7% | -$147K | 1.5% | 10 |
|
|
2024
Q2 | $1.99M | Sell |
9,455
-669
| -7% | -$141K | 1.61% | 10 |
|
|
2024
Q1 | $1.72M | Buy |
10,124
+200
| +2% | +$34K | 1.4% | 10 |
|
|
2023
Q4 | $1.91M | Buy |
+9,924
| New | +$1.91M | 1.15% | 13 |
|