VWA
Valued Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
3,357
-259
| -7% | -$53.1K | 0.36% | 23 |
|
|
2025
Q1 | $803K | Sell |
3,616
-644
| -15% | -$143K | 0.48% | 21 |
|
|
2024
Q4 | $1.07M | Buy |
4,260
+327
| +8% | +$81.9K | 0.67% | 17 |
|
|
2024
Q3 | $916K | Buy |
3,933
+429
| +12% | +$100K | 0.59% | 18 |
|
|
2024
Q2 | $738K | Sell |
3,504
-129
| -4% | -$27.2K | 0.51% | 20 |
|
|
2024
Q1 | $623K | Buy |
3,633
+82
| +2% | +$14.1K | 0.44% | 22 |
|
|
2023
Q4 | $608K | Buy |
+3,551
| New | +$608K | 0.56% | 19 |
|