NRW
Nova R Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
33,152
-954
| -3% | -$196K | 3.16% | 10 |
|
|
2025
Q1 | $7.58M | Buy |
34,106
+319
| +0.9% | +$70.9K | 3.75% | 9 |
|
|
2024
Q4 | $8.46M | Sell |
33,787
-317
| -0.9% | -$79.4K | 4.27% | 7 |
|
|
2024
Q3 | $7.95M | Buy |
34,104
+595
| +2% | +$139K | 3.91% | 9 |
|
|
2024
Q2 | $7.06M | Sell |
33,509
-208
| -0.6% | -$43.8K | 3.64% | 9 |
|
|
2024
Q1 | $5.78M | Sell |
33,717
-177
| -0.5% | -$30.4K | 3.02% | 10 |
|
|
2023
Q4 | $6.53M | Buy |
33,894
+554
| +2% | +$107K | 4.11% | 7 |
|
|
2023
Q3 | $5.71M | Sell |
33,340
-182
| -0.5% | -$31.2K | 3.94% | 8 |
|
|
2023
Q2 | $6.5M | Sell |
33,522
-384
| -1% | -$74.5K | 4.36% | 7 |
|
|
2023
Q1 | $5.59M | Buy |
33,906
+118
| +0.3% | +$19.5K | 3.78% | 8 |
|
|
2022
Q4 | $4.39M | Sell |
33,788
-566
| -2% | -$73.5K | 3.21% | 9 |
|
|
2022
Q3 | $4.75M | Sell |
34,354
-72
| -0.2% | -$9.95K | 3.87% | 6 |
|
|
2022
Q2 | $4.71M | Sell |
34,426
-792
| -2% | -$108K | 3.87% | 7 |
|
|
2022
Q1 | $6.15M | Sell |
35,218
-2,575
| -7% | -$450K | 5.25% | 5 |
|
|
2021
Q4 | $6.71M | Buy |
+37,793
| New | +$6.71M | 5.43% | 4 |
|