PIWA
Prevail Innovative Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73M | Buy |
42,543
+34,035
| +400% | +$6.98M | 1.96% | 4 |
|
|
2025
Q1 | $1.89M | Sell |
8,508
-15,283
| -64% | -$3.39M | 0.5% | 65 |
|
|
2024
Q4 | $5.96M | Buy |
23,791
+16,345
| +220% | +$4.09M | 1.73% | 13 |
|
|
2024
Q3 | $1.73M | Sell |
7,446
-4,900
| -40% | -$1.14M | 0.53% | 62 |
|
|
2024
Q2 | $2.6M | Buy |
12,346
+5,324
| +76% | +$1.12M | 0.92% | 50 |
|
|
2024
Q1 | $1.2M | Buy |
7,022
+28
| +0.4% | +$4.8K | 0.45% | 83 |
|
|
2023
Q4 | $1.35M | Sell |
6,994
-5,206
| -43% | -$1M | 0.64% | 63 |
|
|
2023
Q3 | $2.09M | Buy |
12,200
+6,461
| +113% | +$1.11M | 1.08% | 37 |
|
|
2023
Q2 | $1.11M | Buy |
+5,739
| New | +$1.11M | 0.61% | 49 |
|