W Advisors LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Buy |
38,994
+162
| +0.4% | +$33.2K | 4.59% | 2 |
|
|
2025
Q1 | $8.63M | Buy |
38,832
+337
| +0.9% | +$74.9K | 5.4% | 2 |
|
|
2024
Q4 | $9.64M | Buy |
38,495
+159
| +0.4% | +$39.8K | 5.96% | 2 |
|
|
2024
Q3 | $8.93M | Buy |
38,336
+185
| +0.5% | +$43.1K | 5.5% | 2 |
|
|
2024
Q2 | $8.04M | Buy |
38,151
+81
| +0.2% | +$17.1K | 5.27% | 3 |
|
|
2024
Q1 | $6.53M | Buy |
38,070
+299
| +0.8% | +$51.3K | 4.48% | 4 |
|
|
2023
Q4 | $7.27M | Buy |
37,771
+24
| +0.1% | +$4.62K | 5.39% | 3 |
|
|
2023
Q3 | $6.46M | Buy |
37,747
+371
| +1% | +$63.5K | 5.31% | 3 |
|
|
2023
Q2 | $7.25M | Sell |
37,376
-517
| -1% | -$100K | 5.68% | 2 |
|
|
2023
Q1 | $6.25M | Buy |
37,893
+16
| +0% | +$2.64K | 5.16% | 3 |
|
|
2022
Q4 | $4.92M | Sell |
37,877
-197
| -0.5% | -$25.6K | 4.1% | 4 |
|
|
2022
Q3 | $5.26M | Hold |
38,074
| – | – | 4.9% | 3 |
|
|
2022
Q2 | $5.21M | Buy |
38,074
+153
| +0.4% | +$20.9K | 4.5% | 5 |
|
|
2022
Q1 | $6.62M | Buy |
37,921
+124
| +0.3% | +$21.7K | 5.01% | 5 |
|
|
2021
Q4 | $6.71M | Buy |
+37,797
| New | +$6.71M | 5% | 4 |
|