NWAG
Net Worth Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
50,296
+37,979
| +308% | +$7.79M | 2.29% | 8 |
|
|
2025
Q1 | $2.74M | Buy |
12,317
+723
| +6% | +$161K | 0.86% | 16 |
|
|
2024
Q4 | $2.9M | Sell |
11,594
-1,019
| -8% | -$255K | 0.88% | 17 |
|
|
2024
Q3 | $2.94M | Buy |
+12,613
| New | +$2.94M | 0.87% | 16 |
|