FWA
FOCUS Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
15,057
+10
| +0.1% | +$2.05K | 1.61% | 20 |
|
|
2025
Q1 | $3.34M | Sell |
15,047
-453
| -3% | -$101K | 1.85% | 17 |
|
|
2024
Q4 | $3.88M | Sell |
15,500
-176
| -1% | -$44.1K | 2.06% | 15 |
|
|
2024
Q3 | $3.65M | Sell |
15,676
-273
| -2% | -$63.6K | 1.82% | 18 |
|
|
2024
Q2 | $3.36M | Buy |
15,949
+1,011
| +7% | +$213K | 1.72% | 18 |
|
|
2024
Q1 | $2.56M | Buy |
14,938
+775
| +5% | +$133K | 1.37% | 19 |
|
|
2023
Q4 | $2.73M | Sell |
14,163
-530
| -4% | -$102K | 1.73% | 18 |
|
|
2023
Q3 | $2.52M | Buy |
14,693
+1,033
| +8% | +$177K | 1.75% | 17 |
|
|
2023
Q2 | $2.65M | Sell |
13,660
-1,247
| -8% | -$242K | 1.79% | 15 |
|
|
2023
Q1 | $2.46M | Buy |
14,907
+598
| +4% | +$98.6K | 1.61% | 17 |
|
|
2022
Q4 | $1.86M | Sell |
14,309
-252
| -2% | -$32.7K | 1.29% | 20 |
|
|
2022
Q3 | $2.01M | Sell |
14,561
-181
| -1% | -$25K | 1.43% | 18 |
|
|
2022
Q2 | $2.02M | Buy |
14,742
+32
| +0.2% | +$4.38K | 1.38% | 15 |
|
|
2022
Q1 | $2.57M | Sell |
14,710
-181
| -1% | -$31.6K | 1.53% | 13 |
|
|
2021
Q4 | $2.64M | Buy |
14,891
+282
| +2% | +$50.1K | 1.58% | 14 |
|
|
2021
Q3 | $2.07M | Buy |
14,609
+71
| +0.5% | +$10K | 1.4% | 18 |
|
|
2021
Q2 | $1.99M | Sell |
14,538
-308
| -2% | -$42.2K | 1.39% | 18 |
|
|
2021
Q1 | $1.83M | Sell |
14,846
-233
| -2% | -$28.7K | 1.34% | 19 |
|
|
2020
Q4 | $2M | Buy |
+15,079
| New | +$2M | 1.54% | 17 |
|