WHCI
W.H. Cornerstone Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
28,596
+57
| +0.2% | +$11.7K | 3.72% | 5 |
|
|
2025
Q1 | $6.34M | Sell |
28,539
-278
| -1% | -$61.8K | 4.38% | 5 |
|
|
2024
Q4 | $7.22M | Sell |
28,817
-589
| -2% | -$147K | 4.82% | 4 |
|
|
2024
Q3 | $6.85M | Buy |
29,406
+307
| +1% | +$71.5K | 4.63% | 4 |
|
|
2024
Q2 | $6.13M | Sell |
29,099
-205
| -0.7% | -$43.2K | 4.34% | 5 |
|
|
2024
Q1 | $5.03M | Sell |
29,304
-3,369
| -10% | -$578K | 3.62% | 6 |
|
|
2023
Q4 | $6.29M | Buy |
32,673
+965
| +3% | +$186K | 4.99% | 3 |
|
|
2023
Q3 | $5.43M | Buy |
31,708
+228
| +0.7% | +$39K | 4.77% | 2 |
|
|
2023
Q2 | $6.11M | Sell |
31,480
-1,118
| -3% | -$217K | 5.46% | 2 |
|
|
2023
Q1 | $5.38M | Buy |
32,598
+1,645
| +5% | +$271K | 4.88% | 2 |
|
|
2022
Q4 | $4.17M | Sell |
30,953
-1,952
| -6% | -$263K | 3.96% | 2 |
|
|
2022
Q3 | $4.57M | Buy |
+32,905
| New | +$4.57M | 4.82% | 2 |
|