PRWA
Platte River Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15M | Buy |
64,444
+521
| +0.8% | +$121K | 4.03% | 6 |
|
|
2024
Q2 | $13.5M | Buy |
63,923
+490
| +0.8% | +$103K | 3.78% | 6 |
|
|
2024
Q1 | $10.9M | Buy |
63,433
+510
| +0.8% | +$87.5K | 3.1% | 7 |
|
|
2023
Q4 | $12.1M | Buy |
62,923
+516
| +0.8% | +$99.3K | 4.01% | 5 |
|
|
2023
Q3 | $10.7M | Buy |
62,407
+697
| +1% | +$119K | 3.91% | 4 |
|
|
2023
Q2 | $12M | Buy |
61,710
+42
| +0.1% | +$8.15K | 4.19% | 4 |
|
|
2023
Q1 | $10.2M | Sell |
61,668
-4,097
| -6% | -$676K | 3.9% | 4 |
|
|
2022
Q4 | $8.54M | Sell |
65,765
-1,165
| -2% | -$151K | 3.61% | 7 |
|
|
2022
Q3 | $9.25M | Sell |
66,930
-511
| -0.8% | -$70.6K | 4.14% | 6 |
|
|
2022
Q2 | $9.22M | Sell |
67,441
-1,017
| -1% | -$139K | 3.99% | 6 |
|
|
2022
Q1 | $12M | Sell |
68,458
-732
| -1% | -$128K | 4.36% | 6 |
|
|
2021
Q4 | $12.1M | Sell |
69,190
-2,114
| -3% | -$370K | 4.15% | 6 |
|
|
2021
Q3 | $10.1M | Sell |
71,304
-1,188
| -2% | -$168K | 3.74% | 8 |
|
|
2021
Q2 | $9.93M | Sell |
72,492
-857
| -1% | -$117K | 3.77% | 8 |
|
|
2021
Q1 | $9.56M | Sell |
73,349
-5,078
| -6% | -$662K | 3.93% | 7 |
|
|
2020
Q4 | $10.7M | Buy |
78,427
+5,305
| +7% | +$726K | 4.63% | 5 |
|
|
2020
Q3 | $8.47M | Buy |
73,122
+53,800
| +278% | +$6.23M | 4.36% | 6 |
|
|
2020
Q2 | $7.22M | Buy |
+19,322
| New | +$7.22M | 3.98% | 7 |
|
|
2019
Q4 | $5.34M | Buy |
+17,262
| New | +$5.34M | 2.81% | 6 |
|