JWBC
John W. Brooker & Co’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
1,020
-16,944
| -94% | -$3.6M | 0.51% | 31 |
|
|
2025
Q1 | $3.99M | Buy |
17,964
+1,523
| +9% | +$338K | 1.65% | 18 |
|
|
2024
Q4 | $4.12M | Buy |
16,441
+11
| +0.1% | +$2.76K | 1.78% | 18 |
|
|
2024
Q3 | $3.83M | Buy |
16,430
+408
| +3% | +$95.1K | 1.76% | 19 |
|
|
2024
Q2 | $3.37M | Buy |
16,022
+167
| +1% | +$35.2K | 1.69% | 18 |
|
|
2024
Q1 | $2.72M | Buy |
15,855
+13
| +0.1% | +$2.23K | 1.46% | 19 |
|
|
2023
Q4 | $3.05M | Buy |
15,842
+130
| +0.8% | +$25K | 1.76% | 15 |
|
|
2023
Q3 | $2.69M | Sell |
15,712
-11
| -0.1% | -$1.88K | 1.7% | 17 |
|
|
2023
Q2 | $3.05M | Sell |
15,723
-1,806
| -10% | -$350K | 1.97% | 15 |
|
|
2023
Q1 | $2.9M | Sell |
17,529
-17
| -0.1% | -$2.82K | 1.92% | 14 |
|
|
2022
Q4 | $2.28M | Sell |
17,546
-6,743
| -28% | -$876K | 1.49% | 18 |
|
|
2022
Q3 | $3.36M | Buy |
24,289
+307
| +1% | +$42.4K | 2.16% | 14 |
|
|
2022
Q2 | $3.28M | Buy |
23,982
+26
| +0.1% | +$3.56K | 2% | 15 |
|
|
2022
Q1 | $4.18M | Sell |
23,956
-34
| -0.1% | -$5.94K | 2.27% | 13 |
|
|
2021
Q4 | $4.26M | Buy |
23,990
+956
| +4% | +$170K | 2.19% | 15 |
|
|
2021
Q3 | $3.26M | Sell |
23,034
-108
| -0.5% | -$15.3K | 1.84% | 17 |
|
|
2021
Q2 | $3.17M | Buy |
23,142
+371
| +2% | +$50.8K | 1.85% | 18 |
|
|
2021
Q1 | $2.78M | Buy |
22,771
+2
| +0% | +$244 | 1.73% | 17 |
|
|
2020
Q4 | $3.02M | Buy |
22,769
+27
| +0.1% | +$3.58K | 1.98% | 15 |
|
|
2020
Q3 | $2.63M | Buy |
22,742
+16,906
| +290% | +$1.96M | 1.83% | 16 |
|
|
2020
Q2 | $2.13M | Sell |
5,836
-6
| -0.1% | -$2.19K | 1.52% | 17 |
|
|
2020
Q1 | $1.49M | Sell |
5,842
-263
| -4% | -$66.9K | 1.07% | 21 |
|
|
2019
Q4 | $1.79M | Buy |
+6,105
| New | +$1.79M | 1.15% | 22 |
|