PWA
Peterson Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
12,424
+39
| +0.3% | +$8K | 0.42% | 26 |
|
|
2025
Q1 | $2.25M | Sell |
12,385
-372
| -3% | -$67.5K | 0.43% | 28 |
|
|
2024
Q4 | $3.1M | Buy |
12,757
+314
| +3% | +$76.4K | 0.56% | 23 |
|
|
2024
Q3 | $2.9M | Buy |
12,443
+482
| +4% | +$112K | 0.55% | 20 |
|
|
2024
Q2 | $2.52M | Buy |
11,961
+925
| +8% | +$195K | 0.53% | 20 |
|
|
2024
Q1 | $1.89M | Sell |
11,036
-38
| -0.3% | -$6.52K | 0.4% | 23 |
|
|
2023
Q4 | $2.13M | Buy |
11,074
+51
| +0.5% | +$9.82K | 0.51% | 22 |
|
|
2023
Q3 | $1.89M | Sell |
11,023
-33
| -0.3% | -$5.65K | 0.51% | 20 |
|
|
2023
Q2 | $2.13M | Sell |
11,056
-2,081
| -16% | -$401K | 0.56% | 20 |
|
|
2023
Q1 | $2.17M | Buy |
13,137
+176
| +1% | +$29K | 0.6% | 20 |
|
|
2022
Q4 | $1.68M | Sell |
12,961
-339
| -3% | -$44K | 0.51% | 22 |
|
|
2022
Q3 | $1.84M | Sell |
13,300
-89
| -0.7% | -$12.3K | 0.62% | 20 |
|
|
2022
Q2 | $1.83M | Sell |
13,389
-156
| -1% | -$21.3K | 0.6% | 21 |
|
|
2022
Q1 | $2.37M | Sell |
13,545
-577
| -4% | -$101K | 0.7% | 16 |
|
|
2021
Q4 | $2.51M | Buy |
14,122
+717
| +5% | +$127K | 0.72% | 20 |
|
|
2021
Q3 | $1.9M | Hold |
13,405
| – | – | 0.63% | 21 |
|
|
2021
Q2 | $1.84M | Buy |
13,405
+268
| +2% | +$36.7K | 0.65% | 20 |
|
|
2021
Q1 | $1.61M | Hold |
13,137
| – | – | 0.65% | 19 |
|
|
2020
Q4 | $1.74M | Sell |
13,137
-1,225
| -9% | -$163K | 0.77% | 19 |
|
|
2020
Q3 | $1.66M | Buy |
14,362
+10,784
| +301% | +$1.25M | 0.85% | 17 |
|
|
2020
Q2 | $1.31M | Buy |
3,578
+90
| +3% | +$32.8K | 0.7% | 20 |
|
|
2020
Q1 | $887K | Buy |
3,488
+607
| +21% | +$154K | 0.58% | 19 |
|
|
2019
Q4 | $846K | Buy |
2,881
+159
| +6% | +$46.7K | 0.48% | 19 |
|
|
2019
Q3 | $610K | Buy |
2,722
+7
| +0.3% | +$1.57K | 0.37% | 20 |
|
|
2019
Q2 | $537K | Sell |
2,715
-46
| -2% | -$9.1K | 0.34% | 21 |
|
|
2019
Q1 | $549K | Buy |
2,761
+8
| +0.3% | +$1.59K | 0.37% | 21 |
|
|
2018
Q4 | $434K | Buy |
2,753
+8
| +0.3% | +$1.26K | 0.34% | 22 |
|
|
2018
Q3 | $620K | Buy |
2,745
+536
| +24% | +$121K | 0.45% | 22 |
|
|
2018
Q2 | $409K | Sell |
2,209
-459
| -17% | -$85K | 0.33% | 28 |
|
|
2018
Q1 | $448K | Buy |
2,668
+9
| +0.3% | +$1.51K | 0.37% | 29 |
|
|
2017
Q4 | $450K | Buy |
+2,659
| New | +$450K | 0.41% | 31 |
|