WWM
Wagner Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
26,944
+1,240
| +5% | +$254K | 1.26% | 20 |
|
|
2025
Q1 | $5.71M | Sell |
25,704
-65
| -0.3% | -$14.4K | 1.42% | 19 |
|
|
2024
Q4 | $6.45M | Buy |
25,769
+687
| +3% | +$172K | 1.66% | 15 |
|
|
2024
Q3 | $5.84M | Sell |
25,082
-3,024
| -11% | -$705K | 1.58% | 16 |
|
|
2024
Q2 | $5.92M | Buy |
28,106
+1,135
| +4% | +$239K | 1.77% | 15 |
|
|
2024
Q1 | $4.62M | Buy |
26,971
+152
| +0.6% | +$26.1K | 1.41% | 19 |
|
|
2023
Q4 | $5.16M | Sell |
26,819
-7,093
| -21% | -$1.37M | 1.73% | 14 |
|
|
2023
Q3 | $5.81M | Buy |
33,912
+479
| +1% | +$82K | 2.13% | 12 |
|
|
2023
Q2 | $6.49M | Sell |
33,433
-99
| -0.3% | -$19.2K | 2.48% | 11 |
|
|
2023
Q1 | $5.53M | Sell |
33,532
-148
| -0.4% | -$24.4K | 2.51% | 8 |
|
|
2022
Q4 | $4.38M | Buy |
33,680
+821
| +2% | +$107K | 2.71% | 9 |
|
|
2022
Q3 | $4.54M | Sell |
32,859
-503
| -2% | -$69.5K | 3.37% | 5 |
|
|
2022
Q2 | $4.56M | Buy |
33,362
+1,222
| +4% | +$167K | 3.63% | 4 |
|
|
2022
Q1 | $5.61M | Sell |
32,140
-1,966
| -6% | -$343K | 3.92% | 3 |
|
|
2021
Q4 | $6.06M | Buy |
34,106
+415
| +1% | +$73.7K | 4.63% | 2 |
|
|
2021
Q3 | $5.05M | Sell |
33,691
-336
| -1% | -$50.3K | 4.03% | 1 |
|
|
2021
Q2 | $4.66M | Buy |
34,027
+298
| +0.9% | +$40.8K | 3.34% | 2 |
|
|
2021
Q1 | $4.12M | Buy |
33,729
+575
| +2% | +$70.2K | 3.24% | 5 |
|
|
2020
Q4 | $4.4M | Buy |
+33,154
| New | +$4.4M | 4.18% | 4 |
|
|
2018
Q3 | $3.26M | Sell |
14,434
-534
| -4% | -$121K | 2.17% | 9 |
|
|
2018
Q2 | $2.77M | Buy |
14,968
+33
| +0.2% | +$6.11K | 2% | 11 |
|
|
2018
Q1 | $2.51M | Buy |
14,935
+1,981
| +15% | +$332K | 1.91% | 11 |
|
|
2017
Q4 | $2.27M | Buy |
+12,954
| New | +$2.27M | 1.7% | 13 |
|