FSWA
Financial Synergies Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
21,737
+1,005
| +5% | +$206K | 0.49% | 27 |
|
|
2025
Q1 | $4.61M | Sell |
20,732
-40
| -0.2% | -$8.89K | 0.56% | 25 |
|
|
2024
Q4 | $5.2M | Buy |
20,772
+2,253
| +12% | +$564K | 0.65% | 21 |
|
|
2024
Q3 | $4.31M | Buy |
18,519
+13,054
| +239% | +$3.04M | 0.54% | 25 |
|
|
2024
Q2 | $1.15M | Buy |
5,465
+133
| +2% | +$28K | 0.16% | 40 |
|
|
2024
Q1 | $914K | Sell |
5,332
-2,114
| -28% | -$363K | 0.12% | 43 |
|
|
2023
Q4 | $967K | Buy |
7,446
+1,732
| +30% | +$225K | 0.15% | 41 |
|
|
2023
Q3 | $978K | Buy |
5,714
+2,422
| +74% | +$415K | 0.14% | 40 |
|
|
2023
Q2 | $639K | Sell |
3,292
-15
| -0.5% | -$2.91K | 0.09% | 45 |
|
|
2023
Q1 | $545K | Sell |
3,307
-4,139
| -56% | -$683K | 0.08% | 49 |
|
|
2022
Q4 | $967K | Buy |
7,446
+81
| +1% | +$10.5K | 0.15% | 41 |
|
|
2022
Q3 | $1.02M | Sell |
7,365
-14
| -0.2% | -$1.94K | 0.18% | 39 |
|
|
2022
Q2 | $1.01M | Buy |
7,379
+1,927
| +35% | +$263K | 0.16% | 39 |
|
|
2022
Q1 | $952K | Sell |
5,452
-931
| -15% | -$163K | 0.15% | 38 |
|
|
2021
Q4 | $1.13M | Buy |
6,383
+1,299
| +26% | +$231K | 0.16% | 35 |
|
|
2021
Q3 | $719K | Buy |
5,084
+568
| +13% | +$80.4K | 0.1% | 39 |
|
|
2021
Q2 | $619K | Sell |
4,516
-323
| -7% | -$44.2K | 0.08% | 39 |
|
|
2021
Q1 | $591K | Buy |
4,839
+904
| +23% | +$110K | 0.09% | 39 |
|
|
2020
Q4 | $522K | Sell |
3,935
-42
| -1% | -$5.57K | 0.08% | 37 |
|
|
2020
Q3 | $461K | Buy |
3,977
+2,049
| +106% | +$237K | 0.12% | 44 |
|
|
2020
Q2 | $703K | Buy |
1,928
+474
| +33% | +$173K | 0.24% | 29 |
|
|
2020
Q1 | $370K | Buy |
1,454
+360
| +33% | +$91.6K | 0.21% | 23 |
|
|
2019
Q4 | $321K | Buy |
+1,094
| New | +$321K | 0.14% | 25 |
|