PWA
Primoris Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
22,323
+197
| +0.9% | +$40.4K | 3.13% | 7 |
|
|
2025
Q1 | $4.91M | Buy |
22,126
+171
| +0.8% | +$38K | 3.8% | 5 |
|
|
2024
Q4 | $5.5M | Sell |
21,955
-109
| -0.5% | -$27.3K | 4.18% | 4 |
|
|
2024
Q3 | $5.14M | Sell |
22,064
-115
| -0.5% | -$26.8K | 3.73% | 3 |
|
|
2024
Q2 | $4.67M | Sell |
22,179
-2,783
| -11% | -$586K | 3.73% | 5 |
|
|
2024
Q1 | $4.28M | Sell |
24,962
-1,085
| -4% | -$186K | 3.42% | 6 |
|
|
2023
Q4 | $5.01M | Buy |
26,047
+786
| +3% | +$151K | 4.73% | 2 |
|
|
2023
Q3 | $4.32M | Sell |
25,261
-206
| -0.8% | -$35.3K | 5.23% | 3 |
|
|
2023
Q2 | $4.94M | Buy |
25,467
+405
| +2% | +$78.6K | 5.42% | 3 |
|
|
2023
Q1 | $4.13M | Sell |
25,062
-556
| -2% | -$91.7K | 5.09% | 4 |
|
|
2022
Q4 | $3.33M | Buy |
25,618
+414
| +2% | +$53.8K | 5.13% | 6 |
|
|
2022
Q3 | $3.48M | Sell |
25,204
-1,005
| -4% | -$139K | 6.21% | 4 |
|
|
2022
Q2 | $3.58M | Buy |
26,209
+2,157
| +9% | +$295K | 5.15% | 2 |
|
|
2022
Q1 | $4.2M | Sell |
24,052
-51
| -0.2% | -$8.9K | 3.91% | 8 |
|
|
2021
Q4 | $4.28M | Buy |
+24,103
| New | +$4.28M | 3.45% | 6 |
|