PIA
Powell Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
+14,409
| New | +$2.96M | 1.11% | 15 |
|
|
2025
Q1 | – | Sell |
-14,891
| Closed | -$3.73M | – | 146 |
|
|
2024
Q4 | $3.73M | Buy |
14,891
+1
| +0% | +$250 | 1.73% | 11 |
|
|
2024
Q3 | $3.47M | Sell |
14,890
-495
| -3% | -$115K | 1.62% | 11 |
|
|
2024
Q2 | $3.24M | Buy |
15,385
+487
| +3% | +$103K | 1.68% | 12 |
|
|
2024
Q1 | $2.55M | Buy |
14,898
+1
| +0% | +$171 | 1.35% | 13 |
|
|
2023
Q4 | $2.87M | Buy |
14,897
+42
| +0.3% | +$8.09K | 1.59% | 13 |
|
|
2023
Q3 | $2.54M | Buy |
14,855
+1
| +0% | +$171 | 1.53% | 14 |
|
|
2023
Q2 | $2.88M | Sell |
14,854
-53
| -0.4% | -$10.3K | 1.68% | 14 |
|
|
2023
Q1 | $2.46M | Sell |
14,907
-45
| -0.3% | -$7.42K | 1.37% | 14 |
|
|
2022
Q4 | $1.94M | Buy |
14,952
+48
| +0.3% | +$6.24K | 1.13% | 18 |
|
|
2022
Q3 | $2.06M | Sell |
14,904
-614
| -4% | -$84.9K | 1.35% | 15 |
|
|
2022
Q2 | $2.12M | Sell |
15,518
-1,374
| -8% | -$188K | 1.29% | 15 |
|
|
2022
Q1 | $2.95M | Buy |
16,892
+5,166
| +44% | +$902K | 1.72% | 13 |
|
|
2021
Q4 | $2.08M | Buy |
11,726
+1,601
| +16% | +$284K | 1.18% | 15 |
|
|
2021
Q3 | $1.43M | Buy |
10,125
+288
| +3% | +$40.8K | 0.89% | 17 |
|
|
2021
Q2 | $1.35M | Buy |
9,837
+301
| +3% | +$41.2K | 0.83% | 18 |
|
|
2021
Q1 | $1.17M | Sell |
9,536
-83
| -0.9% | -$10.1K | 0.76% | 19 |
|
|
2020
Q4 | $1.28M | Sell |
9,619
-67
| -0.7% | -$8.89K | 0.97% | 15 |
|
|
2020
Q3 | $1.12M | Buy |
9,686
+7,215
| +292% | +$836K | 0.96% | 17 |
|
|
2020
Q2 | $901K | Buy |
2,471
+1
| +0% | +$365 | 0.87% | 19 |
|
|
2020
Q1 | $628K | Sell |
2,470
-17
| -0.7% | -$4.32K | 0.76% | 24 |
|
|
2019
Q4 | $730K | Buy |
+2,487
| New | +$730K | 0.76% | 24 |
|