JWA
JFS Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Sell |
115,223
-6,598
| -5% | -$1.35M | 1.5% | 17 |
|
|
2025
Q1 | $27.1M | Sell |
121,821
-15,393
| -11% | -$3.42M | 1.83% | 14 |
|
|
2024
Q4 | $34.4M | Sell |
137,214
-2,835
| -2% | -$710K | 2.35% | 13 |
|
|
2024
Q3 | $32.6M | Buy |
140,049
+12,637
| +10% | +$2.94M | 2.18% | 13 |
|
|
2024
Q2 | $26.8M | Sell |
127,412
-2,063
| -2% | -$435K | 2.12% | 14 |
|
|
2024
Q1 | $22.2M | Sell |
129,475
-3,686
| -3% | -$632K | 1.76% | 15 |
|
|
2023
Q4 | $25.6M | Sell |
133,161
-9,899
| -7% | -$1.91M | 2.18% | 13 |
|
|
2023
Q3 | $24.5M | Buy |
143,060
+9,882
| +7% | +$1.69M | 2.31% | 12 |
|
|
2023
Q2 | $25.8M | Sell |
133,178
-1,936
| -1% | -$376K | 2.32% | 12 |
|
|
2023
Q1 | $22.3M | Sell |
135,114
-2,168
| -2% | -$358K | 2.1% | 12 |
|
|
2022
Q4 | $17.8M | Sell |
137,282
-8,997
| -6% | -$1.17M | 1.75% | 12 |
|
|
2022
Q3 | $20.2M | Buy |
146,279
+5,811
| +4% | +$803K | 2.22% | 11 |
|
|
2022
Q2 | $19.2M | Sell |
140,468
-1,112
| -0.8% | -$152K | 2.03% | 12 |
|
|
2022
Q1 | $24.7M | Buy |
141,580
+1,750
| +1% | +$306K | 2.33% | 10 |
|
|
2021
Q4 | $24.8M | Buy |
139,830
+7,089
| +5% | +$1.26M | 2.34% | 9 |
|
|
2021
Q3 | $18.8M | Buy |
132,741
+76,989
| +138% | +$10.9M | 1.93% | 10 |
|
|
2021
Q2 | $7.64M | Sell |
55,752
-13,454
| -19% | -$1.84M | 1.14% | 22 |
|
|
2021
Q1 | $8.45M | Sell |
69,206
-4,460
| -6% | -$545K | 1.72% | 13 |
|
|
2020
Q4 | $9.78M | Buy |
73,666
+270
| +0.4% | +$35.8K | 2.05% | 11 |
|
|
2020
Q3 | $8.5M | Buy |
73,396
+54,598
| +290% | +$6.32M | 2.02% | 14 |
|
|
2020
Q2 | $6.86M | Buy |
18,798
+140
| +0.8% | +$51.1K | 1.78% | 13 |
|
|
2020
Q1 | $4.75M | Sell |
18,658
-2,338
| -11% | -$595K | 1.42% | 17 |
|
|
2019
Q4 | $6.17M | Sell |
20,996
-437
| -2% | -$128K | 1.52% | 15 |
|
|
2019
Q3 | $4.8M | Sell |
21,433
-913
| -4% | -$204K | 1.22% | 22 |
|
|
2019
Q2 | $4.42M | Sell |
22,346
-676
| -3% | -$134K | 1.12% | 22 |
|
|
2019
Q1 | $4.37M | Sell |
23,022
-6
| -0% | -$1.14K | 1.14% | 22 |
|
|
2018
Q4 | $3.63M | Sell |
23,028
-581
| -2% | -$91.7K | 0.97% | 27 |
|
|
2018
Q3 | $5.33M | Sell |
23,609
-2,763
| -10% | -$624K | 1.37% | 17 |
|
|
2018
Q2 | $4.88M | Sell |
26,372
-1,274
| -5% | -$236K | 1.29% | 20 |
|
|
2018
Q1 | $4.64M | Sell |
27,646
-3,341
| -11% | -$560K | 1.22% | 20 |
|
|
2017
Q4 | $5.24M | Sell |
30,987
-2,746
| -8% | -$465K | 1.28% | 20 |
|
|
2017
Q3 | $5.2M | Buy |
33,733
+3,544
| +12% | +$546K | 1.34% | 19 |
|
|
2017
Q2 | $4.35M | Sell |
30,189
-582
| -2% | -$83.8K | 1.19% | 21 |
|
|
2017
Q1 | $3.56M | Hold |
30,771
| – | – | 0.97% | 31 |
|
|
2016
Q4 | $3.56M | Sell |
30,771
-2,413
| -7% | -$279K | 0.97% | 31 |
|
|
2016
Q3 | $3.75M | Sell |
33,184
-5,359
| -14% | -$606K | 1.07% | 25 |
|
|
2016
Q2 | $3.69M | Buy |
38,543
+2,045
| +6% | +$196K | 1.02% | 25 |
|
|
2016
Q1 | $3.98M | Sell |
36,498
-66
| -0.2% | -$7.19K | 1.17% | 21 |
|
|
2015
Q4 | $3.85M | Sell |
36,564
-595
| -2% | -$62.6K | 1.11% | 23 |
|
|
2015
Q3 | $4.1M | Buy |
+37,159
| New | +$4.1M | 1.8% | 13 |
|
|
2014
Q2 | – | Sell |
-3,757
| Closed | -$2.02M | – | 470 |
|
|
2014
Q1 | $2.02M | Buy |
3,757
+311
| +9% | +$167K | 1.12% | 22 |
|
|
2013
Q4 | $1.93M | Sell |
3,446
-546
| -14% | -$306K | 0.84% | 27 |
|
|
2013
Q3 | $1.9M | Sell |
3,992
-730
| -15% | -$348K | 0.89% | 26 |
|
|
2013
Q2 | $1.87M | Buy |
+4,722
| New | +$1.87M | 0.94% | 26 |
|