Tillar-Wenstrup Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,828
| Closed | -$1.67M | – | 1 |
|
|
2022
Q4 | $1.67M | Sell |
12,828
-250
| -2% | -$35.7K | 0.81% | 25 |
|
|
2022
Q3 | $1.81M | Sell |
13,078
-1,624
| -11% | -$255K | 0.9% | 25 |
|
|
2022
Q2 | $2.01M | Buy |
14,702
+359
| +3% | +$54.4K | 1.01% | 25 |
|
|
2022
Q1 | $2.5M | Buy |
14,343
+262
| +2% | +$44.1K | 1.2% | 24 |
|
|
2021
Q4 | $2.5M | Buy |
14,081
+3,814
| +37% | +$603K | 1.18% | 19 |
|
|
2021
Q3 | $1.45M | Buy |
10,267
+37
| +0.4% | +$5.45K | 0.67% | 24 |
|
|
2021
Q2 | $1.4M | Buy |
10,230
+39
| +0.4% | +$5.05K | 0.64% | 25 |
|
|
2021
Q1 | $1.25M | Buy |
10,191
+159
| +2% | +$20.4K | 0.61% | 24 |
|
|
2020
Q4 | $1.33M | Buy |
10,032
+3,335
| +50% | +$401K | 0.69% | 23 |
|
|
2020
Q3 | $776K | Buy |
6,697
+1,957
| +41% | +$214K | 0.45% | 25 |
|
|
2020
Q2 | $432K | Buy |
+4,740
| New | +$367K | 0.26% | 25 |
|
|
2020
Q1 | – | Sell |
-32,264
| Closed | -$2.37M | – | 20 |
|
|
2019
Q4 | $2.37M | Sell |
32,264
-3,120
| -9% | -$201K | 1.32% | 25 |
|
|
2019
Q3 | $1.98M | Sell |
35,384
-1,888
| -5% | -$98.7K | 1.15% | 26 |
|
|
2019
Q2 | $1.84M | Sell |
37,272
-364
| -1% | -$17.7K | 1.04% | 33 |
|
|
2019
Q1 | $1.79M | Sell |
37,636
-108
| -0.3% | -$4.58K | 1.03% | 29 |
|
|
2018
Q4 | $1.49M | Sell |
37,744
-1,240
| -3% | -$60.1K | 0.98% | 36 |
|
|
2018
Q3 | $2.2M | Sell |
38,984
-14,624
| -27% | -$762K | 1.2% | 32 |
|
|
2018
Q2 | $2.48M | Sell |
53,608
-3,116
| -5% | -$141K | 1.38% | 26 |
|
|
2018
Q1 | $2.38M | Sell |
56,724
-5,376
| -9% | -$231K | 1.39% | 26 |
|
|
2017
Q4 | $2.63M | Sell |
62,100
-4,420
| -7% | -$185K | 2.05% | 19 |
|
|
2017
Q3 | $2.56M | Sell |
66,520
-4,288
| -6% | -$166K | 1.95% | 21 |
|
|
2017
Q2 | $2.55M | Sell |
70,808
-3,176
| -4% | -$117K | 1.98% | 20 |
|
|
2017
Q1 | $2.66M | Sell |
73,984
-2,768
| -4% | -$91.1K | 2.03% | 17 |
|
|
2016
Q4 | $2.22M | Sell |
76,752
-2,848
| -4% | -$80.7K | 1.88% | 22 |
|
|
2016
Q3 | $2.25M | Sell |
79,600
-1,328
| -2% | -$35.1K | 2.06% | 16 |
|
|
2016
Q2 | $1.93M | Sell |
80,928
-92
| -0.1% | -$2.29K | 1.91% | 24 |
|
|
2016
Q1 | $2.18M | Sell |
81,020
-6,440
| -7% | -$160K | 2.5% | 10 |
|
|
2015
Q4 | $2.3M | Buy |
87,460
+260
| +0.3% | +$7.43K | 2.28% | 16 |
|
|
2015
Q3 | $2.4M | Sell |
87,200
-2,352
| -3% | -$69K | 2.42% | 14 |
|
|
2015
Q2 | $2.81M | Sell |
89,552
-2,940
| -3% | -$94K | 2.54% | 9 |
|
|
2015
Q1 | $2.88M | Sell |
92,492
-5,892
| -6% | -$178K | 2.81% | 10 |
|
|
2014
Q4 | $2.71M | Buy |
98,384
+336
| +0.3% | +$9.14K | 2.62% | 11 |
|
|
2014
Q3 | $2.47M | Sell |
98,048
-73,096
| -43% | -$1.79M | 2.28% | 13 |
|
|
2014
Q2 | $3.98M | Buy |
+171,144
| New | +$3.64M | 3.19% | 5 |
|
Other funds holding AAPL
Tillar-Wenstrup Advisors's AAPL Position: Q1 2023 in Review
Tillar-Wenstrup Advisors sold out of Apple (AAPL) in Q1 2023, closing a stake of 12,828 shares — an estimated $1.67M sold.
Tillar-Wenstrup Advisors first reported a position in AAPL in Q2 2014 and held it in 34 quarters. The position peaked at $3.98M in Q2 2014. 4,512 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.
- Tillar-Wenstrup Advisors reported no remaining Apple position as of Q1 2023 after selling out during the quarter.
- Tillar-Wenstrup Advisors sold 12,828 Apple shares in Q1 2023, an estimated $1.67M.
- Tillar-Wenstrup Advisors first reported a position in Apple in Q2 2014 and held it in 34 quarters.
- Tillar-Wenstrup Advisors's Apple position peaked at $3.98M in Q2 2014.
- 4,512 funds tracked by Wall St. Rank held Apple as of Q1 2023.
Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.