SLWA
San Luis Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Sell |
121,612
-5,021
| -4% | -$1.03M | 5.36% | 3 |
|
|
2025
Q1 | $28.1M | Sell |
126,633
-14,563
| -10% | -$3.23M | 6.36% | 3 |
|
|
2024
Q4 | $35.4M | Buy |
141,196
+3,223
| +2% | +$807K | 6.7% | 3 |
|
|
2024
Q3 | $32.1M | Buy |
137,973
+2,654
| +2% | +$618K | 6.64% | 3 |
|
|
2024
Q2 | $28.5M | Buy |
+135,319
| New | +$28.5M | 6.85% | 3 |
|
|
2024
Q1 | – | Sell |
-132,427
| Closed | -$25.5M | – | 47 |
|
|
2023
Q4 | $25.5M | Buy |
132,427
+2,307
| +2% | +$444K | 10.77% | 3 |
|
|
2023
Q3 | $22.3M | Sell |
130,120
-997
| -0.8% | -$171K | 10.72% | 2 |
|
|
2023
Q2 | $25.4M | Buy |
131,117
+20,077
| +18% | +$3.89M | 8.97% | 1 |
|
|
2023
Q1 | $18.3M | Buy |
+111,040
| New | +$18.3M | 7.02% | 2 |
|
|
2022
Q2 | – | Sell |
-88,715
| Closed | -$15.8M | – | 65 |
|
|
2022
Q1 | $15.8M | Sell |
88,715
-9
| -0% | -$1.6K | 7.7% | 1 |
|
|
2021
Q4 | $15.8M | Sell |
88,724
-4,844
| -5% | -$860K | 16.05% | 1 |
|
|
2021
Q3 | $13.2M | Buy |
+93,568
| New | +$13.2M | 7.38% | 1 |
|
|
2020
Q4 | $12.4M | Buy |
+93,732
| New | +$12.4M | 8.03% | 1 |
|