WFA
Wade Financial Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.46M | Sell |
15,580
-703
| -4% | -$156K | 1.19% | 19 |
|
|
2024
Q4 | $4.08M | Sell |
16,283
-209
| -1% | -$52.3K | 1.38% | 18 |
|
|
2024
Q3 | $3.84M | Sell |
16,492
-380
| -2% | -$88.5K | 1.29% | 19 |
|
|
2024
Q2 | $3.55M | Sell |
16,872
-1,199
| -7% | -$253K | 1.28% | 18 |
|
|
2024
Q1 | $3.1M | Sell |
18,071
-759
| -4% | -$130K | 1.13% | 19 |
|
|
2023
Q4 | $3.63M | Sell |
18,830
-973
| -5% | -$187K | 1.37% | 21 |
|
|
2023
Q3 | $3.39M | Sell |
19,803
-1,388
| -7% | -$238K | 1.45% | 20 |
|
|
2023
Q2 | $4.11M | Sell |
21,191
-752
| -3% | -$146K | 1.63% | 21 |
|
|
2023
Q1 | $3.62M | Buy |
21,943
+284
| +1% | +$46.8K | 1.52% | 21 |
|
|
2022
Q4 | $2.81M | Sell |
21,659
-274
| -1% | -$35.6K | 1.27% | 23 |
|
|
2022
Q3 | $3.03M | Sell |
21,933
-606
| -3% | -$83.7K | 1.52% | 20 |
|
|
2022
Q2 | $3.08M | Sell |
22,539
-196
| -0.9% | -$26.8K | 1.46% | 22 |
|
|
2022
Q1 | $3.97M | Sell |
22,735
-525
| -2% | -$91.7K | 1.7% | 19 |
|
|
2021
Q4 | $4.13M | Sell |
23,260
-559
| -2% | -$99.3K | 2.15% | 12 |
|
|
2021
Q3 | $3.37M | Sell |
23,819
-5,821
| -20% | -$824K | 1.9% | 14 |
|
|
2021
Q2 | $4.06M | Buy |
29,640
+8,659
| +41% | +$1.19M | 2.23% | 14 |
|
|
2021
Q1 | $2.56M | Sell |
20,981
-49
| -0.2% | -$5.99K | 1.62% | 18 |
|
|
2020
Q4 | $2.79M | Sell |
21,030
-1,845
| -8% | -$245K | 1.87% | 17 |
|
|
2020
Q3 | $2.65M | Buy |
22,875
+17,082
| +295% | +$1.98M | 2.09% | 15 |
|
|
2020
Q2 | $2.11M | Buy |
5,793
+602
| +12% | +$220K | 1.83% | 16 |
|
|
2020
Q1 | $1.32M | Sell |
5,191
-223
| -4% | -$56.7K | 1.32% | 27 |
|
|
2019
Q4 | $1.59M | Buy |
+5,414
| New | +$1.59M | 1.4% | 18 |
|