NIWA
New Insight Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
17,674
-556
| -3% | -$114K | 1.49% | 19 |
|
|
2025
Q1 | $4.05M | Sell |
18,230
-148
| -0.8% | -$32.9K | 1.84% | 15 |
|
|
2024
Q4 | $4.6M | Sell |
18,378
-352
| -2% | -$88.1K | 2.31% | 13 |
|
|
2024
Q3 | $4.36M | Sell |
18,730
-1,049
| -5% | -$244K | 2.3% | 13 |
|
|
2024
Q2 | $4.17M | Buy |
19,779
+971
| +5% | +$205K | 2.45% | 12 |
|
|
2024
Q1 | $3.23M | Sell |
18,808
-611
| -3% | -$105K | 2.01% | 16 |
|
|
2023
Q4 | $3.74M | Buy |
+19,419
| New | +$3.74M | 2.52% | 15 |
|