FTWA
Fifth Third Wealth Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $74.1M | Buy |
361,224
+39,499
| +12% | +$8.1M | 3.11% | 6 |
|
2025
Q1 | $71.5M | Buy |
321,725
+30,475
| +10% | +$6.77M | 3.7% | 3 |
|
2024
Q4 | $72.9M | Buy |
291,250
+12,466
| +4% | +$3.12M | 3.96% | 3 |
|
2024
Q3 | $65M | Buy |
278,784
+35,171
| +14% | +$8.19M | 3.98% | 3 |
|
2024
Q2 | $51.3M | Buy |
243,613
+154,841
| +174% | +$32.6M | 3.89% | 4 |
|
2024
Q1 | $15.2M | Buy |
88,772
+16,671
| +23% | +$2.86M | 2.37% | 8 |
|
2023
Q4 | $13.9M | Buy |
72,101
+9,146
| +15% | +$1.76M | 4.51% | 4 |
|
2023
Q3 | $10.8M | Buy |
62,955
+20,911
| +50% | +$3.58M | 4.35% | 3 |
|
2023
Q2 | $8.16M | Buy |
42,044
+21,391
| +104% | +$4.15M | 5.26% | 3 |
|
2023
Q1 | $3.41M | Buy |
+20,653
| New | +$3.41M | 6.3% | 2 |
|