FFWA
Forthright Family Wealth Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
10,007
-64
| -0.6% | -$13.1K | 1.3% | 18 |
|
|
2025
Q1 | $2.24M | Sell |
10,071
-84
| -0.8% | -$18.7K | 1.48% | 18 |
|
|
2024
Q4 | $2.54M | Sell |
10,155
-562
| -5% | -$141K | 1.65% | 15 |
|
|
2024
Q3 | $2.6M | Sell |
10,717
-2,738
| -20% | -$665K | 1.67% | 17 |
|
|
2024
Q2 | $2.83M | Buy |
13,455
+559
| +4% | +$118K | 1.83% | 13 |
|
|
2024
Q1 | $2.21M | Buy |
12,896
+69
| +0.5% | +$11.8K | 1.48% | 19 |
|
|
2023
Q4 | $2.47M | Buy |
+12,827
| New | +$2.47M | 1.93% | 14 |
|