PWA
Provenance Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Sell |
39,314
-5,716
| -13% | -$1.17M | 1.16% | 12 |
|
|
2025
Q1 | $10M | Sell |
45,030
-19,545
| -30% | -$4.34M | 1.44% | 11 |
|
|
2024
Q4 | $16.2M | Buy |
64,575
+8,442
| +15% | +$2.11M | 2.09% | 10 |
|
|
2024
Q3 | $13.1M | Buy |
56,133
+2,798
| +5% | +$652K | 1.63% | 10 |
|
|
2024
Q2 | $11.2M | Sell |
53,335
-3,951
| -7% | -$832K | 1.57% | 9 |
|
|
2024
Q1 | $9.82M | Buy |
57,286
+2,577
| +5% | +$442K | 1.38% | 9 |
|
|
2023
Q4 | $10.5M | Sell |
54,709
-2,782
| -5% | -$536K | 1.42% | 11 |
|
|
2023
Q3 | $9.84M | Buy |
+57,491
| New | +$9.84M | 1.59% | 10 |
|