PEA
Park Edge Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.54M | Buy |
12,378
+720
| +6% | +$148K | 0.65% | 30 |
|
2025
Q1 | $2.59M | Buy |
11,658
+371
| +3% | +$82.4K | 0.72% | 22 |
|
2024
Q4 | $2.83M | Buy |
11,287
+1,380
| +14% | +$346K | 0.82% | 24 |
|
2024
Q3 | $2.31M | Sell |
9,907
-429
| -4% | -$100K | 0.66% | 26 |
|
2024
Q2 | $2.18M | Buy |
10,336
+555
| +6% | +$117K | 0.67% | 24 |
|
2024
Q1 | $1.68M | Sell |
9,781
-10
| -0.1% | -$1.72K | 0.47% | 28 |
|
2023
Q4 | $1.88M | Sell |
9,791
-1,827
| -16% | -$352K | 0.65% | 15 |
|
2023
Q3 | $1.99M | Buy |
11,618
+1,498
| +15% | +$256K | 0.72% | 14 |
|
2023
Q2 | $1.96M | Sell |
10,120
-410
| -4% | -$79.5K | 0.66% | 15 |
|
2023
Q1 | $1.74M | Sell |
10,530
-4,505
| -30% | -$743K | 0.67% | 14 |
|
2022
Q4 | $1.95M | Buy |
+15,035
| New | +$1.95M | 0.86% | 14 |
|