PWA
Pillar Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,124
| Closed | -$262K | – | 1 |
|
|
2024
Q3 | $262K | Sell |
1,124
-3,236
| -74% | -$754K | 7.83% | 7 |
|
|
2024
Q2 | $918K | Sell |
4,360
-273
| -6% | -$57.5K | 1.1% | 25 |
|
|
2024
Q1 | $794K | Hold |
4,633
| – | – | 0.6% | 35 |
|
|
2023
Q4 | $892K | Hold |
4,633
| – | – | 0.69% | 35 |
|
|
2023
Q3 | $793K | Hold |
4,633
| – | – | 0.69% | 35 |
|
|
2023
Q2 | $899K | Sell |
4,633
-444
| -9% | -$86.1K | 0.75% | 37 |
|
|
2023
Q1 | $837K | Buy |
5,077
+445
| +10% | +$73.4K | 0.83% | 29 |
|
|
2022
Q4 | $602K | Sell |
4,632
-832
| -15% | -$108K | 0.58% | 34 |
|
|
2022
Q3 | $755K | Hold |
5,464
| – | – | 0.75% | 30 |
|
|
2022
Q2 | $747K | Buy |
5,464
+142
| +3% | +$19.4K | 0.76% | 29 |
|
|
2022
Q1 | $929K | Hold |
5,322
| – | – | 0.9% | 24 |
|
|
2021
Q4 | $945K | Buy |
+5,322
| New | +$945K | 0.9% | 25 |
|