NWWA
New Wave Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
14,687
-6,859
| -32% | -$1.41M | 1.28% | 22 |
|
|
2025
Q1 | $4.79M | Sell |
21,546
-515
| -2% | -$114K | 2.14% | 12 |
|
|
2024
Q4 | $5.52M | Sell |
22,061
-1,095
| -5% | -$274K | 2.26% | 7 |
|
|
2024
Q3 | $5.4M | Sell |
23,156
-178
| -0.8% | -$41.5K | 2.49% | 8 |
|
|
2024
Q2 | $4.91M | Buy |
+23,334
| New | +$4.91M | 2.64% | 7 |
|