FFWA
FRG Family Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
96,910
-834
| -0.9% | -$171K | 3.46% | 6 |
|
|
2025
Q1 | $21.7M | Sell |
97,744
-1,146
| -1% | -$255K | 4.19% | 4 |
|
|
2024
Q4 | $24.8M | Sell |
98,890
-273
| -0.3% | -$68.4K | 4.5% | 4 |
|
|
2024
Q3 | $23.1M | Sell |
99,163
-364
| -0.4% | -$84.8K | 4.13% | 4 |
|
|
2024
Q2 | $20.6M | Sell |
99,527
-247
| -0.2% | -$51.2K | 3.99% | 4 |
|
|
2024
Q1 | $17M | Buy |
99,774
+289
| +0.3% | +$49.2K | 3.33% | 6 |
|
|
2023
Q4 | $19.2M | Sell |
99,485
-1,748
| -2% | -$337K | 3.89% | 5 |
|
|
2023
Q3 | $17.3M | Sell |
101,233
-2,805
| -3% | -$480K | 3.92% | 5 |
|
|
2023
Q2 | $20.2M | Sell |
104,038
-647
| -0.6% | -$125K | 4.42% | 5 |
|
|
2023
Q1 | $17.3M | Sell |
104,685
-1,274
| -1% | -$210K | 3.95% | 5 |
|
|
2022
Q4 | $13.8M | Sell |
105,959
-1,459
| -1% | -$190K | 3.28% | 5 |
|
|
2022
Q3 | $14.8M | Sell |
107,418
-7
| -0% | -$967 | 3.67% | 6 |
|
|
2022
Q2 | $14.7M | Sell |
107,425
-572
| -0.5% | -$78.2K | 3.39% | 6 |
|
|
2022
Q1 | $18.9M | Buy |
107,997
+636
| +0.6% | +$111K | 3.67% | 6 |
|
|
2021
Q4 | $19.1M | Sell |
107,361
-7,527
| -7% | -$1.34M | 3.56% | 6 |
|
|
2021
Q3 | $16.3M | Sell |
114,888
-1,095
| -0.9% | -$155K | 3.19% | 6 |
|
|
2021
Q2 | $15.9M | Buy |
115,983
+1,006
| +0.9% | +$138K | 3.02% | 6 |
|
|
2021
Q1 | $14M | Buy |
114,977
+249
| +0.2% | +$30.4K | 2.86% | 7 |
|
|
2020
Q4 | $15.2M | Buy |
114,728
+76
| +0.1% | +$10.1K | 3.32% | 6 |
|
|
2020
Q3 | $13.3M | Buy |
114,652
+85,702
| +296% | +$9.93M | 3.23% | 6 |
|
|
2020
Q2 | $2.64M | Sell |
28,950
-865
| -3% | -$78.9K | 0.7% | 40 |
|
|
2020
Q1 | $1.9M | Sell |
29,815
-44
| -0.1% | -$2.8K | 0.58% | 43 |
|
|
2019
Q4 | $2.19M | Sell |
29,859
-312
| -1% | -$22.9K | 0.53% | 47 |
|
|
2019
Q3 | $1.69M | Sell |
30,171
-1,380
| -4% | -$77.3K | 0.44% | 54 |
|
|
2019
Q2 | $1.56M | Sell |
31,551
-1,045
| -3% | -$51.7K | 0.41% | 58 |
|
|
2019
Q1 | $1.55M | Buy |
32,596
+769
| +2% | +$36.5K | 0.44% | 59 |
|
|
2018
Q4 | $1.26M | Buy |
31,827
+156
| +0.5% | +$6.15K | 0.41% | 65 |
|
|
2018
Q3 | $1.79M | Buy |
31,671
+150
| +0.5% | +$8.47K | 0.49% | 57 |
|
|
2018
Q2 | $1.46M | Buy |
31,521
+1,556
| +5% | +$72K | 0.44% | 66 |
|
|
2018
Q1 | $1.26M | Buy |
29,965
+398
| +1% | +$16.7K | 0.42% | 75 |
|
|
2017
Q4 | $1.25M | Buy |
29,567
+701
| +2% | +$29.7K | 0.4% | 77 |
|
|
2017
Q3 | $1.11M | Buy |
28,866
+81
| +0.3% | +$3.12K | 0.38% | 78 |
|
|
2017
Q2 | $1.04M | Buy |
28,785
+2,399
| +9% | +$86.4K | 0.38% | 76 |
|
|
2017
Q1 | $948K | Buy |
26,386
+641
| +2% | +$23K | 0.37% | 76 |
|
|
2016
Q4 | $746K | Buy |
25,745
+3,272
| +15% | +$94.8K | 0.31% | 83 |
|
|
2016
Q3 | $635K | Sell |
22,473
-12,735
| -36% | -$360K | 0.29% | 86 |
|
|
2016
Q2 | $3.37M | Buy |
35,208
+2,366
| +7% | +$226K | 1.52% | 18 |
|
|
2016
Q1 | $895K | Buy |
32,842
+2,404
| +8% | +$65.5K | 0.43% | 75 |
|
|
2015
Q4 | $801K | Buy |
+30,438
| New | +$801K | 0.39% | 79 |
|