PWA
Phoenix Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Sell |
31,195
-1,027
| -3% | -$211K | 2.68% | 9 |
|
|
2025
Q1 | $7.16M | Sell |
32,222
-716
| -2% | -$159K | 3.12% | 10 |
|
|
2024
Q4 | $8.25M | Buy |
32,938
+2,281
| +7% | +$571K | 3.58% | 4 |
|
|
2024
Q3 | $7.14M | Sell |
30,657
-53,439
| -64% | -$12.5M | 3.32% | 6 |
|
|
2024
Q2 | $17.7M | Buy |
84,096
+51,860
| +161% | +$10.9M | 8.89% | 1 |
|
|
2024
Q1 | $5.53M | Buy |
32,236
+377
| +1% | +$64.6K | 3.37% | 5 |
|
|
2023
Q4 | $5.91M | Sell |
31,859
-7
| -0% | -$1.3K | 4.12% | 5 |
|
|
2023
Q3 | $5.46M | Buy |
31,866
+299
| +0.9% | +$51.2K | 3.21% | 5 |
|
|
2023
Q2 | $6.12M | Sell |
31,567
-919
| -3% | -$178K | 3.56% | 3 |
|
|
2023
Q1 | $5.36M | Buy |
32,486
+14,770
| +83% | +$2.44M | 3.32% | 3 |
|
|
2022
Q4 | $2.3M | Sell |
17,716
-15,144
| -46% | -$1.97M | 1.38% | 21 |
|
|
2022
Q3 | $4.54M | Sell |
32,860
-540
| -2% | -$74.6K | 4.54% | 1 |
|
|
2022
Q2 | $4.57M | Buy |
33,400
+694
| +2% | +$94.9K | 4.5% | 1 |
|
|
2022
Q1 | $5.62M | Buy |
32,706
+13,769
| +73% | +$2.37M | 5.81% | 1 |
|
|
2021
Q4 | $3.36M | Buy |
18,937
+1,483
| +8% | +$263K | 2.54% | 8 |
|
|
2021
Q3 | $2.47M | Sell |
17,454
-42
| -0.2% | -$5.94K | 1.84% | 19 |
|
|
2021
Q2 | $2.49M | Sell |
17,496
-240
| -1% | -$34.1K | 1.79% | 19 |
|
|
2021
Q1 | $2.18M | Sell |
17,736
-112
| -0.6% | -$13.8K | 1.7% | 22 |
|
|
2020
Q4 | $2.37M | Buy |
+17,848
| New | +$2.37M | 1.8% | 18 |
|