PWS
Precision Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
11,725
+7,408
| +172% | +$1.52M | 0.78% | 34 |
|
|
2025
Q1 | $959K | Buy |
4,317
+184
| +4% | +$40.9K | 0.73% | 24 |
|
|
2024
Q4 | $1.03M | Buy |
4,133
+443
| +12% | +$111K | 0.8% | 22 |
|
|
2024
Q3 | $860K | Sell |
3,690
-113
| -3% | -$26.3K | 0.8% | 23 |
|
|
2024
Q2 | $801K | Sell |
3,803
-201
| -5% | -$42.3K | 0.83% | 26 |
|
|
2024
Q1 | $687K | Sell |
4,004
-41
| -1% | -$7.03K | 0.65% | 29 |
|
|
2023
Q4 | $779K | Buy |
4,045
+136
| +3% | +$26.2K | 0.76% | 23 |
|
|
2023
Q3 | $669K | Sell |
3,909
-1,274
| -25% | -$218K | 0.73% | 22 |
|
|
2023
Q2 | $1.01M | Sell |
5,183
-585
| -10% | -$113K | 1.65% | 13 |
|
|
2023
Q1 | $951K | Sell |
5,768
-3,980
| -41% | -$656K | 1.49% | 12 |
|
|
2022
Q4 | $1.27M | Sell |
9,748
-3,931
| -29% | -$511K | 1.32% | 13 |
|
|
2022
Q3 | $2.04M | Sell |
13,679
-4,463
| -25% | -$667K | 1.8% | 10 |
|
|
2022
Q2 | $2.64M | Buy |
18,142
+3,865
| +27% | +$562K | 2.08% | 9 |
|
|
2022
Q1 | $2.49M | Buy |
14,277
+826
| +6% | +$144K | 1.48% | 8 |
|
|
2021
Q4 | $2.39M | Buy |
13,451
+846
| +7% | +$150K | 1.72% | 8 |
|
|
2021
Q3 | $1.78M | Buy |
12,605
+69
| +0.6% | +$9.77K | 1.38% | 13 |
|
|
2021
Q2 | $1.72M | Buy |
12,536
+550
| +5% | +$75.3K | 1.48% | 14 |
|
|
2021
Q1 | $1.46M | Buy |
11,986
+6,380
| +114% | +$779K | 1.41% | 11 |
|
|
2020
Q4 | $744K | Buy |
+5,606
| New | +$744K | 0.81% | 11 |
|