EWP
Elevation Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Sell |
29,121
-510
| -2% | -$105K | 2.36% | 8 |
|
|
2025
Q1 | $6.59M | Sell |
29,631
-1,490
| -5% | -$331K | 2.85% | 7 |
|
|
2024
Q4 | $7.79M | Sell |
31,121
-420
| -1% | -$105K | 3.29% | 7 |
|
|
2024
Q3 | $7.35M | Sell |
31,541
-232
| -0.7% | -$54.1K | 3.15% | 8 |
|
|
2024
Q2 | $6.69M | Sell |
31,773
-269
| -0.8% | -$56.7K | 3.17% | 7 |
|
|
2024
Q1 | $5.5M | Buy |
32,042
+2,258
| +8% | +$388K | 2.75% | 7 |
|
|
2023
Q4 | $5.11M | Buy |
29,784
+16,821
| +130% | +$2.88M | 3.06% | 7 |
|
|
2023
Q3 | $2.22M | Sell |
12,963
-26
| -0.2% | -$4.45K | 1.92% | 10 |
|
|
2023
Q2 | $2.52M | Sell |
12,989
-768
| -6% | -$149K | 2.12% | 9 |
|
|
2023
Q1 | $2.27M | Buy |
+13,757
| New | +$2.27M | 2.08% | 9 |
|