EA
Ergawealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Buy |
31,778
+641
| +2% | +$132K | 2.93% | 13 |
|
|
2025
Q1 | $6.92M | Sell |
31,137
-273
| -0.9% | -$60.6K | 3.43% | 12 |
|
|
2024
Q4 | $7.87M | Sell |
31,410
-416
| -1% | -$104K | 3.89% | 11 |
|
|
2024
Q3 | $7.42M | Sell |
31,826
-26
| -0.1% | -$6.06K | 3.68% | 11 |
|
|
2024
Q2 | $6.71M | Buy |
31,852
+669
| +2% | +$141K | 3.65% | 10 |
|
|
2024
Q1 | $5.35M | Buy |
31,183
+4,782
| +18% | +$820K | 2.93% | 11 |
|
|
2023
Q4 | $5.08M | Buy |
26,401
+2,817
| +12% | +$542K | 3.13% | 10 |
|
|
2023
Q3 | $4.04M | Sell |
23,584
-26
| -0.1% | -$4.45K | 2.79% | 11 |
|
|
2023
Q2 | $4.58M | Buy |
23,610
+962
| +4% | +$187K | 3.14% | 10 |
|
|
2023
Q1 | $3.73M | Buy |
22,648
+180
| +0.8% | +$29.7K | 3.04% | 10 |
|
|
2022
Q4 | $2.92M | Buy |
+22,468
| New | +$2.92M | 2.64% | 10 |
|