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Pathway Financial Advisers’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.95M Buy
24,130
+353
+1% +$72.4K 1.6% 14
2025
Q1
$5.28M Sell
23,777
-93
-0.4% -$20.7K 1.81% 13
2024
Q4
$5.98M Sell
23,870
-124
-0.5% -$31.1K 2% 6
2024
Q3
$5.59M Sell
23,994
-344
-1% -$80.2K 2.53% 6
2024
Q2
$5.1M Buy
24,338
+306
+1% +$64.1K 1.83% 8
2024
Q1
$4.12M Sell
24,032
-1,974
-8% -$339K 1.48% 14
2023
Q4
$5.01M Buy
26,006
+79
+0.3% +$15.2K 1.91% 8
2023
Q3
$4.44M Buy
+25,927
New +$4.44M 1.83% 9
2023
Q1
$4.72M Buy
28,620
+296
+1% +$48.8K 1.9% 7
2022
Q4
$3.68M Buy
+28,324
New +$3.68M 1.49% 16