PFWA
Paces Ferry Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
54,218
-1,754
| -3% | -$360K | 5.11% | 7 |
|
|
2025
Q1 | $12.4M | Sell |
55,972
-1,081
| -2% | -$240K | 6.19% | 5 |
|
|
2024
Q4 | $14.3M | Sell |
57,053
-4,882
| -8% | -$1.22M | 6.94% | 2 |
|
|
2024
Q3 | $14.4M | Sell |
61,935
-10,056
| -14% | -$2.34M | 8.3% | 1 |
|
|
2024
Q2 | $15.2M | Buy |
71,991
+662
| +0.9% | +$139K | 9.15% | 1 |
|
|
2024
Q1 | $12.2M | Buy |
71,329
+939
| +1% | +$161K | 7.83% | 1 |
|
|
2023
Q4 | $13.6M | Sell |
70,390
-1,564
| -2% | -$301K | 9.43% | 1 |
|
|
2023
Q3 | $12.3M | Sell |
71,954
-893
| -1% | -$153K | 9.76% | 1 |
|
|
2023
Q2 | $14.1M | Buy |
72,847
+823
| +1% | +$160K | 10.61% | 1 |
|
|
2023
Q1 | $11.9M | Sell |
72,024
-580
| -0.8% | -$95.6K | 9.58% | 1 |
|
|
2022
Q4 | $9.43M | Sell |
72,604
-1,924
| -3% | -$250K | 9.18% | 1 |
|
|
2022
Q3 | $10.3M | Sell |
74,528
-8,746
| -11% | -$1.21M | 11.26% | 1 |
|
|
2022
Q2 | $11.4M | Sell |
83,274
-134
| -0.2% | -$18.3K | 11.2% | 1 |
|
|
2022
Q1 | $14.6M | Sell |
83,408
-1,203
| -1% | -$210K | 11.57% | 1 |
|
|
2021
Q4 | $15M | Sell |
84,611
-6,712
| -7% | -$1.19M | 10.77% | 1 |
|
|
2021
Q3 | $12.9M | Sell |
91,323
-1,720
| -2% | -$243K | 10.32% | 1 |
|
|
2021
Q2 | $12.7M | Buy |
93,043
+4,134
| +5% | +$566K | 9.74% | 1 |
|
|
2021
Q1 | $10.9M | Buy |
88,909
+603
| +0.7% | +$73.7K | 9.44% | 1 |
|
|
2020
Q4 | $11.7M | Sell |
88,306
-641
| -0.7% | -$85.1K | 10.7% | 1 |
|
|
2020
Q3 | $10.3M | Buy |
+88,947
| New | +$10.3M | 8.96% | 1 |
|