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New Age Alpha Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$62M Sell
302,427
-31,270
-9% -$6.42M 2.73% 2
2025
Q1
$74.1M Buy
333,697
+107,860
+48% +$24M 3.32% 1
2024
Q4
$56.6M Buy
225,837
+225,732
+214,983% +$56.5M 2.29% 2
2024
Q3
$24.5K Buy
105
+50
+91% +$11.7K 0.01% 52
2024
Q2
$11.6K Buy
+55
New +$11.6K 0.01% 37
2024
Q1
Hold
0
34
2023
Q4
Hold
0
31