EWA
ERTS Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
1,407
-17,414
| -93% | -$3.57M | 0.1% | 25 |
|
|
2025
Q1 | $4.18M | Sell |
18,821
-1,674
| -8% | -$372K | 0.81% | 17 |
|
|
2024
Q4 | $5.13M | Sell |
20,495
-261
| -1% | -$65.4K | 0.97% | 16 |
|
|
2024
Q3 | $4.84M | Sell |
20,756
-150
| -0.7% | -$35K | 0.91% | 16 |
|
|
2024
Q2 | $4.4M | Sell |
20,906
-699
| -3% | -$147K | 0.89% | 14 |
|
|
2024
Q1 | $3.7M | Sell |
21,605
-1,540
| -7% | -$264K | 0.76% | 15 |
|
|
2023
Q4 | $4.46M | Sell |
23,145
-726
| -3% | -$140K | 0.96% | 13 |
|
|
2023
Q3 | $4.09M | Buy |
23,871
+346
| +1% | +$59.2K | 0.98% | 13 |
|
|
2023
Q2 | $4.56M | Sell |
23,525
-1,725
| -7% | -$335K | 1.06% | 14 |
|
|
2023
Q1 | $4.16M | Sell |
25,250
-2,226
| -8% | -$367K | 1.01% | 15 |
|
|
2022
Q4 | $3.57M | Buy |
27,476
+962
| +4% | +$125K | 0.93% | 18 |
|
|
2022
Q3 | $3.66M | Buy |
26,514
+135
| +0.5% | +$18.7K | 1.03% | 15 |
|
|
2022
Q2 | $3.61M | Sell |
26,379
-175
| -0.7% | -$23.9K | 1.02% | 14 |
|
|
2022
Q1 | $4.64M | Sell |
26,554
-1,668
| -6% | -$291K | 1.3% | 13 |
|
|
2021
Q4 | $5.01M | Sell |
28,222
-821
| -3% | -$146K | 1.2% | 14 |
|
|
2021
Q3 | $4.11M | Sell |
29,043
-232
| -0.8% | -$32.8K | 1.08% | 14 |
|
|
2021
Q2 | $4.01M | Buy |
29,275
+330
| +1% | +$45.2K | 1.08% | 16 |
|
|
2021
Q1 | $3.54M | Sell |
28,945
-2,341
| -7% | -$286K | 1.05% | 16 |
|
|
2020
Q4 | $4.15M | Sell |
31,286
-3,523
| -10% | -$467K | 1.35% | 17 |
|
|
2020
Q3 | $4.03M | Buy |
34,809
+26,959
| +343% | +$3.12M | 1.52% | 18 |
|
|
2020
Q2 | $2.86M | Sell |
7,850
-745
| -9% | -$272K | 1.16% | 18 |
|
|
2020
Q1 | $2.19M | Sell |
8,595
-410
| -5% | -$104K | 1.06% | 19 |
|
|
2019
Q4 | $2.64M | Sell |
9,005
-4
| -0% | -$1.17K | 1.19% | 12 |
|
|
2019
Q3 | $2.02M | Sell |
9,009
-148
| -2% | -$33.2K | 1.02% | 13 |
|
|
2019
Q2 | $1.81M | Sell |
9,157
-100
| -1% | -$19.8K | 1% | 17 |
|
|
2019
Q1 | $1.76M | Buy |
9,257
+1,492
| +19% | +$283K | 1.05% | 17 |
|
|
2018
Q4 | $1.23M | Buy |
+7,765
| New | +$1.23M | 0.88% | 19 |
|