NAAA
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 |
|