SWA
SOA Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47M | Sell |
267,635
-1,980
| -0.7% | -$348K | 8.83% | 2 |
|
|
2025
Q1 | $50M | Buy |
269,615
+30,564
| +13% | +$5.67M | 10.44% | 1 |
|
|
2024
Q4 | $59.9M | Sell |
239,051
-3,180
| -1% | -$796K | 11.03% | 2 |
|
|
2024
Q3 | $56.4M | Sell |
242,231
-4,103
| -2% | -$956K | 10.76% | 2 |
|
|
2024
Q2 | $51.9M | Sell |
246,334
-7,916
| -3% | -$1.67M | 10.44% | 2 |
|
|
2024
Q1 | $43.6M | Sell |
254,250
-2,241
| -0.9% | -$384K | 9.03% | 2 |
|
|
2023
Q4 | $49.4M | Sell |
256,491
-1,715
| -0.7% | -$330K | 10.99% | 2 |
|
|
2023
Q3 | $44.2M | Sell |
258,206
-1,117
| -0.4% | -$191K | 10.99% | 2 |
|
|
2023
Q2 | $50.3M | Sell |
259,323
-4,199
| -2% | -$814K | 11.78% | 1 |
|
|
2023
Q1 | $43.5M | Sell |
263,522
-4,471
| -2% | -$737K | 10.71% | 1 |
|
|
2022
Q4 | $34.8M | Sell |
267,993
-5,116
| -2% | -$665K | 9.37% | 1 |
|
|
2022
Q3 | $37.7M | Sell |
273,109
-4,066
| -1% | -$562K | 11.36% | 1 |
|
|
2022
Q2 | $37.9M | Sell |
277,175
-3,521
| -1% | -$481K | 11.17% | 1 |
|
|
2022
Q1 | $49M | Buy |
280,696
+5,959
| +2% | +$1.04M | 11.95% | 1 |
|
|
2021
Q4 | $49M | Sell |
274,737
-10,823
| -4% | -$1.93M | 11.86% | 1 |
|
|
2021
Q3 | $40.4M | Buy |
285,560
+7,189
| +3% | +$1.02M | 10.35% | 1 |
|
|
2021
Q2 | $38.1M | Buy |
278,371
+8,991
| +3% | +$1.23M | 9.8% | 1 |
|
|
2021
Q1 | $32.9M | Buy |
269,380
+1,274
| +0.5% | +$156K | 9.21% | 1 |
|
|
2020
Q4 | $36.3M | Buy |
+268,106
| New | +$36.3M | 9.88% | 1 |
|