MAWA
Moss Adams Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
105,201
+17,857
| +20% | +$3.66M | 1.96% | 11 |
|
|
2025
Q1 | $19.4M | Buy |
87,344
+6,282
| +8% | +$1.4M | 2.04% | 10 |
|
|
2024
Q4 | $20.3M | Buy |
81,062
+8,678
| +12% | +$2.17M | 2.15% | 10 |
|
|
2024
Q3 | $16.9M | Buy |
72,384
+4,908
| +7% | +$1.14M | 1.85% | 11 |
|
|
2024
Q2 | $14.2M | Buy |
67,476
+869
| +1% | +$183K | 1.96% | 10 |
|
|
2024
Q1 | $11.4M | Buy |
66,607
+16,684
| +33% | +$2.86M | 1.84% | 10 |
|
|
2023
Q4 | $9.61M | Buy |
49,923
+3,680
| +8% | +$709K | 2% | 10 |
|
|
2023
Q3 | $7.92M | Buy |
46,243
+6,498
| +16% | +$1.11M | 2.7% | 8 |
|
|
2023
Q2 | $7.71M | Sell |
39,745
-3,660
| -8% | -$710K | 2.52% | 8 |
|
|
2023
Q1 | $7.16M | Buy |
43,405
+607
| +1% | +$100K | 2.44% | 8 |
|
|
2022
Q4 | $5.56M | Buy |
+42,798
| New | +$5.56M | 2.78% | 8 |
|