PIA
Panoramic Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
10,140
-1,249
| -11% | -$256K | 1.28% | 23 |
|
|
2025
Q1 | $2.53M | Sell |
11,389
-853
| -7% | -$189K | 1.71% | 17 |
|
|
2024
Q4 | $3.07M | Buy |
12,242
+2,054
| +20% | +$514K | 2% | 11 |
|
|
2024
Q3 | $2.37M | Buy |
+10,188
| New | +$2.37M | 1.64% | 16 |
|
|
2024
Q1 | $1.67M | Buy |
9,747
+2,066
| +27% | +$354K | 1.23% | 24 |
|
|
2023
Q4 | $1.48M | Buy |
7,681
+167
| +2% | +$32.2K | 1.28% | 25 |
|
|
2023
Q3 | $1.29M | Buy |
+7,514
| New | +$1.29M | 1.18% | 26 |
|
|
2022
Q4 | $1.04M | Buy |
+7,989
| New | +$1.04M | 1.06% | 28 |
|