SWA
Strata Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
22,535
+4,493
| +25% | +$922K | 1.27% | 15 |
|
|
2025
Q1 | $4.01M | Sell |
18,042
-885
| -5% | -$197K | 1.25% | 13 |
|
|
2024
Q4 | $4.74M | Buy |
18,927
+272
| +1% | +$68.1K | 1.49% | 11 |
|
|
2024
Q3 | $4.35M | Buy |
18,655
+663
| +4% | +$154K | 1.4% | 12 |
|
|
2024
Q2 | $3.79M | Buy |
17,992
+1,157
| +7% | +$244K | 1.31% | 13 |
|
|
2024
Q1 | $2.89M | Buy |
16,835
+4,018
| +31% | +$689K | 1.02% | 15 |
|
|
2023
Q4 | $2.47M | Buy |
12,817
+581
| +5% | +$112K | 0.97% | 20 |
|
|
2023
Q3 | $2.09M | Buy |
+12,236
| New | +$2.09M | 1.01% | 10 |
|
|
2023
Q1 | $5.73M | Sell |
34,769
-1,991
| -5% | -$328K | 2.96% | 8 |
|
|
2022
Q4 | $4.78M | Buy |
+36,760
| New | +$4.78M | 2.65% | 8 |
|