PWA
Physician Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
76,639
+264
| +0.3% | +$54.2K | 2.47% | 12 |
|
|
2025
Q1 | $17M | Buy |
76,375
+188
| +0.2% | +$41.8K | 2.92% | 8 |
|
|
2024
Q4 | $19.1M | Buy |
76,187
+1,056
| +1% | +$264K | 3.22% | 6 |
|
|
2024
Q3 | $17.6M | Buy |
75,131
+333
| +0.4% | +$77.9K | 3.17% | 8 |
|
|
2024
Q2 | $17.6M | Sell |
74,798
-850
| -1% | -$200K | 3.24% | 7 |
|
|
2024
Q1 | $12.8M | Buy |
75,648
+407
| +0.5% | +$68.9K | 2.69% | 8 |
|
|
2023
Q4 | $14.6M | Sell |
75,241
-1,686
| -2% | -$327K | 3.26% | 6 |
|
|
2023
Q3 | $13.8M | Sell |
76,927
-3,686
| -5% | -$660K | 3.54% | 5 |
|
|
2023
Q2 | $15.5M | Buy |
80,613
+3,782
| +5% | +$728K | 3.85% | 5 |
|
|
2023
Q1 | $12.9M | Buy |
76,831
+2,048
| +3% | +$343K | 3.38% | 7 |
|
|
2022
Q4 | $10.7M | Sell |
74,783
-240
| -0.3% | -$34.2K | 2.88% | 8 |
|
|
2022
Q3 | $11M | Sell |
75,023
-147
| -0.2% | -$21.5K | 3.38% | 6 |
|
|
2022
Q2 | $12.1M | Buy |
75,170
+260
| +0.3% | +$42K | 3.52% | 6 |
|
|
2022
Q1 | $12.4M | Sell |
74,910
-261
| -0.3% | -$43.3K | 3.3% | 6 |
|
|
2021
Q4 | $12.9M | Buy |
75,171
+5,656
| +8% | +$974K | 3.39% | 6 |
|
|
2021
Q3 | $10.1M | Buy |
69,515
+350
| +0.5% | +$50.7K | 2.77% | 8 |
|
|
2021
Q2 | $10.2M | Buy |
69,165
+560
| +0.8% | +$82.2K | 2.91% | 6 |
|
|
2021
Q1 | $8.64M | Buy |
68,605
+79
| +0.1% | +$9.95K | 2.81% | 6 |
|
|
2020
Q4 | $8.89M | Buy |
68,526
+946
| +1% | +$123K | 3.03% | 6 |
|
|
2020
Q3 | $7.35M | Buy |
67,580
+50,795
| +303% | +$5.53M | 2.95% | 5 |
|
|
2020
Q2 | $7.57M | Sell |
16,785
-177
| -1% | -$79.8K | 3.05% | 6 |
|
|
2020
Q1 | $4.68M | Sell |
16,962
-91
| -0.5% | -$25.1K | 2.34% | 9 |
|
|
2019
Q4 | $5.41M | Buy |
17,053
+5,027
| +42% | +$1.59M | 2.41% | 10 |
|
|
2019
Q3 | $3.2M | Buy |
+12,026
| New | +$3.2M | 1.56% | 14 |
|