NEWAS
N.E.W. Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
54,502
-34,534
| -39% | -$7.09M | 1.09% | 20 |
|
|
2025
Q1 | $19.8M | Buy |
89,036
+21,990
| +33% | +$4.88M | 1.51% | 17 |
|
|
2024
Q4 | $16.8M | Sell |
67,046
-617
| -0.9% | -$155K | 1.59% | 16 |
|
|
2024
Q3 | $15.8M | Sell |
67,663
-2,852
| -4% | -$665K | 1.55% | 17 |
|
|
2024
Q2 | $14.9M | Buy |
70,515
+2,220
| +3% | +$468K | 1.6% | 16 |
|
|
2024
Q1 | $11.7M | Buy |
68,295
+728
| +1% | +$125K | 1.3% | 18 |
|
|
2023
Q4 | $13M | Buy |
67,567
+1,822
| +3% | +$351K | 1.57% | 17 |
|
|
2023
Q3 | $11.3M | Buy |
65,745
+12,471
| +23% | +$2.14M | 1.6% | 17 |
|
|
2023
Q2 | $10.3M | Sell |
53,274
-2,539
| -5% | -$492K | 1.44% | 18 |
|
|
2023
Q1 | $9.2M | Sell |
55,813
-4,398
| -7% | -$725K | 1.34% | 18 |
|
|
2022
Q4 | $7.82M | Buy |
60,211
+5,590
| +10% | +$726K | 1.22% | 18 |
|
|
2022
Q3 | $7.55M | Sell |
54,621
-5,933
| -10% | -$820K | 1.37% | 18 |
|
|
2022
Q2 | $8.28M | Buy |
60,554
+6,540
| +12% | +$894K | 1.45% | 18 |
|
|
2022
Q1 | $6.6M | Sell |
54,014
-232
| -0.4% | -$28.3K | 1.25% | 18 |
|
|
2021
Q4 | $9.63M | Sell |
54,246
-535
| -1% | -$95K | 1.45% | 17 |
|
|
2021
Q3 | $7.75M | Buy |
54,781
+512
| +0.9% | +$72.5K | 1.26% | 18 |
|
|
2021
Q2 | $7.44M | Buy |
54,269
+255
| +0.5% | +$34.9K | 1.24% | 19 |
|
|
2021
Q1 | $6.64M | Sell |
54,014
-65
| -0.1% | -$7.99K | 1.24% | 19 |
|
|
2020
Q4 | $7.17M | Buy |
54,079
+7,398
| +16% | +$981K | 1.51% | 19 |
|
|
2020
Q3 | $5.41M | Buy |
46,681
+36,054
| +339% | +$4.18M | 1.53% | 18 |
|
|
2020
Q2 | $3.88M | Buy |
+10,627
| New | +$3.88M | 1.21% | 19 |
|
|
2019
Q4 | $3.05M | Buy |
+10,402
| New | +$3.05M | 0.99% | 23 |
|