PWA
PCG Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
10,133
+163
| +2% | +$33.4K | 1.06% | 29 |
|
|
2025
Q1 | $2.21M | Sell |
9,970
-30
| -0.3% | -$6.66K | 0.77% | 43 |
|
|
2024
Q4 | $2.5M | Buy |
10,000
+1
| +0% | +$250 | 0.92% | 35 |
|
|
2024
Q3 | $2.33M | Buy |
9,999
+573
| +6% | +$134K | 0.9% | 36 |
|
|
2024
Q2 | $1.99M | Buy |
9,426
+907
| +11% | +$191K | 0.86% | 39 |
|
|
2024
Q1 | $1.46M | Buy |
8,519
+352
| +4% | +$60.4K | 0.69% | 46 |
|
|
2023
Q4 | $1.57M | Buy |
8,167
+197
| +2% | +$37.9K | 0.88% | 38 |
|
|
2023
Q3 | $1.36M | Buy |
7,970
+559
| +8% | +$95.7K | 0.9% | 32 |
|
|
2023
Q2 | $1.44M | Buy |
7,411
+366
| +5% | +$71K | 0.89% | 35 |
|
|
2023
Q1 | $1.16M | Sell |
7,045
-605
| -8% | -$99.8K | 0.73% | 35 |
|
|
2022
Q4 | $994K | Sell |
7,650
-7,752
| -50% | -$1.01M | 0.63% | 39 |
|
|
2022
Q3 | $2.13M | Buy |
15,402
+7,808
| +103% | +$1.08M | 0.76% | 36 |
|
|
2022
Q2 | $1.04M | Sell |
7,594
-100
| -1% | -$13.7K | 0.74% | 31 |
|
|
2022
Q1 | $1.34M | Buy |
7,694
+2,925
| +61% | +$511K | 0.85% | 28 |
|
|
2021
Q4 | $848K | Buy |
+4,769
| New | +$848K | 0.59% | 33 |
|