1WA
180 Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
105,291
+1,384
| +1% | +$284K | 3.01% | 3 |
|
|
2025
Q1 | $23.1M | Sell |
103,907
-2,946
| -3% | -$654K | 3.68% | 2 |
|
|
2024
Q4 | $26.8M | Sell |
106,853
-94
| -0.1% | -$23.5K | 4.19% | 2 |
|
|
2024
Q3 | $24.9M | Sell |
106,947
-790
| -0.7% | -$184K | 3.92% | 2 |
|
|
2024
Q2 | $24.5M | Buy |
107,737
+452
| +0.4% | +$103K | 4% | 2 |
|
|
2024
Q1 | $18.4M | Buy |
107,285
+1,803
| +2% | +$309K | 3.31% | 2 |
|
|
2023
Q4 | $19.6M | Sell |
105,482
-608
| -0.6% | -$113K | 3.92% | 2 |
|
|
2023
Q3 | $18.2M | Buy |
106,090
+1,594
| +2% | +$273K | 4.09% | 2 |
|
|
2023
Q2 | $20.1M | Sell |
104,496
-2,240
| -2% | -$431K | 4.42% | 2 |
|
|
2023
Q1 | $17.6M | Sell |
106,736
-1,140
| -1% | -$188K | 4.1% | 2 |
|
|
2022
Q4 | $15.5M | Sell |
107,876
-1,027
| -0.9% | -$148K | 3.65% | 2 |
|
|
2022
Q3 | $15.1M | Buy |
108,903
+1,273
| +1% | +$176K | 4.14% | 2 |
|
|
2022
Q2 | $15M | Sell |
107,630
-1,864
| -2% | -$259K | 3.82% | 2 |
|
|
2022
Q1 | $18.3M | Sell |
109,494
-676
| -0.6% | -$113K | 4% | 2 |
|
|
2021
Q4 | $17.9M | Sell |
110,170
-2,040
| -2% | -$331K | 4.02% | 2 |
|
|
2021
Q3 | $16.3M | Sell |
112,210
-157
| -0.1% | -$22.7K | 3.58% | 3 |
|
|
2021
Q2 | $16.4M | Sell |
112,367
-1,216
| -1% | -$177K | 3.74% | 2 |
|
|
2021
Q1 | $14.2M | Buy |
113,583
+5,367
| +5% | +$673K | 3.53% | 3 |
|
|
2020
Q4 | $13.8M | Buy |
108,216
+15,902
| +17% | +$2.03M | 3.99% | 3 |
|
|
2020
Q3 | $10.8M | Buy |
92,314
+67,723
| +275% | +$7.96M | 4.07% | 3 |
|
|
2020
Q2 | $9.48M | Sell |
24,591
-75
| -0.3% | -$28.9K | 3.76% | 3 |
|
|
2020
Q1 | $6.04M | Buy |
24,666
+436
| +2% | +$107K | 3.14% | 3 |
|
|
2019
Q4 | $7.54M | Sell |
24,230
-88
| -0.4% | -$27.4K | 3.01% | 2 |
|
|
2019
Q3 | $5.74M | Buy |
24,318
+2,115
| +10% | +$500K | 2.54% | 4 |
|
|
2019
Q2 | $4.63M | Buy |
22,203
+233
| +1% | +$48.6K | 2.08% | 7 |
|
|
2019
Q1 | $4.46M | Sell |
21,970
-680
| -3% | -$138K | 2.02% | 6 |
|
|
2018
Q4 | $5.11M | Hold |
22,650
| – | – | 2.39% | 4 |
|
|
2018
Q3 | $5.11M | Buy |
22,650
+2,027
| +10% | +$458K | 2.36% | 4 |
|
|
2018
Q2 | $3.82M | Buy |
20,623
+277
| +1% | +$51.3K | 1.89% | 4 |
|
|
2018
Q1 | $3.41M | Sell |
20,346
-4,193
| -17% | -$704K | 1.77% | 5 |
|
|
2017
Q4 | $4.15M | Buy |
+24,539
| New | +$4.15M | 2.11% | 3 |
|