EWA
Etesian Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Sell |
31,435
-186
| -0.6% | -$38.2K | 2.41% | 10 |
|
|
2025
Q1 | $7.02M | Sell |
31,621
-1,838
| -5% | -$408K | 3.03% | 8 |
|
|
2024
Q4 | $8.38M | Sell |
33,459
-784
| -2% | -$196K | 3.71% | 5 |
|
|
2024
Q3 | $7.98M | Buy |
34,243
+796
| +2% | +$185K | 3.61% | 4 |
|
|
2024
Q2 | $7.04M | Buy |
33,447
+1,317
| +4% | +$277K | 3.96% | 3 |
|
|
2024
Q1 | $5.51M | Sell |
32,130
-260
| -0.8% | -$44.6K | 3.16% | 6 |
|
|
2023
Q4 | $6.27M | Sell |
32,390
-50
| -0.2% | -$9.68K | 3.77% | 3 |
|
|
2023
Q3 | $5.55M | Buy |
32,440
+18
| +0.1% | +$3.08K | 3.74% | 3 |
|
|
2023
Q2 | $6.29M | Sell |
32,422
-49
| -0.2% | -$9.51K | 4.1% | 3 |
|
|
2023
Q1 | $5.35M | Sell |
32,471
-264
| -0.8% | -$43.5K | 3.56% | 4 |
|
|
2022
Q4 | $4.25M | Buy |
+32,735
| New | +$4.25M | 3.1% | 4 |
|