USCWA
U.S. Capital Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.8M | Sell |
398,562
-14,362
| -3% | -$2.95M | 2.39% | 3 |
|
|
2025
Q1 | $91.7M | Buy |
412,924
+12,002
| +3% | +$2.67M | 2.81% | 2 |
|
|
2024
Q4 | $100M | Buy |
400,922
+45,928
| +13% | +$11.5M | 3.11% | 3 |
|
|
2024
Q3 | $82.7M | Buy |
354,994
+28,891
| +9% | +$6.73M | 2.91% | 4 |
|
|
2024
Q2 | $68.7M | Buy |
326,103
+8,885
| +3% | +$1.87M | 2.6% | 5 |
|
|
2024
Q1 | $54.4M | Sell |
317,218
-11,732
| -4% | -$2.01M | 2.09% | 4 |
|
|
2023
Q4 | $63.3M | Sell |
328,950
-12,483
| -4% | -$2.4M | 2.51% | 5 |
|
|
2023
Q3 | $58.5M | Buy |
341,433
+1,566
| +0.5% | +$268K | 2.63% | 3 |
|
|
2023
Q2 | $65.9M | Buy |
339,867
+26,049
| +8% | +$5.05M | 3.13% | 4 |
|
|
2023
Q1 | $51.7M | Sell |
313,818
-7,036
| -2% | -$1.16M | 2.4% | 5 |
|
|
2022
Q4 | $41.7M | Buy |
320,854
+3,058
| +1% | +$397K | 1.93% | 5 |
|
|
2022
Q3 | $43.9M | Sell |
317,796
-20,057
| -6% | -$2.77M | 2.22% | 5 |
|
|
2022
Q2 | $46.2M | Sell |
337,853
-9,976
| -3% | -$1.36M | 2.03% | 6 |
|
|
2022
Q1 | $60.7M | Sell |
347,829
-15,380
| -4% | -$2.69M | 2.22% | 7 |
|
|
2021
Q4 | $64.5M | Sell |
363,209
-17,801
| -5% | -$3.16M | 2.55% | 4 |
|
|
2021
Q3 | $53.9M | Buy |
+381,010
| New | +$53.9M | 2.34% | 2 |
|