WAM
Walker Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Sell |
22,663
-21
| -0.1% | -$4.31K | 2.68% | 6 |
|
|
2025
Q1 | $5.04M | Buy |
22,684
+79
| +0.3% | +$17.5K | 3.06% | 4 |
|
|
2024
Q4 | $5.66M | Buy |
22,605
+45
| +0.2% | +$11.3K | 3.48% | 4 |
|
|
2024
Q3 | $5.26M | Buy |
22,560
+10
| +0% | +$2.33K | 3.26% | 4 |
|
|
2024
Q2 | $4.75M | Sell |
22,550
-38
| -0.2% | -$8K | 3.2% | 5 |
|
|
2024
Q1 | $3.87M | Sell |
22,588
-328
| -1% | -$56.2K | 2.56% | 5 |
|
|
2023
Q4 | $4.41M | Buy |
22,916
+2,250
| +11% | +$433K | 3.19% | 5 |
|
|
2023
Q3 | $3.54M | Sell |
20,666
-317
| -2% | -$54.3K | 3.15% | 4 |
|
|
2023
Q2 | $4.07M | Sell |
20,983
-101
| -0.5% | -$19.6K | 3.36% | 4 |
|
|
2023
Q1 | $3.48M | Buy |
21,084
+1,906
| +10% | +$314K | 3.01% | 4 |
|
|
2022
Q4 | $2.49M | Buy |
19,178
+309
| +2% | +$40.1K | 2.16% | 6 |
|
|
2022
Q3 | $2.61M | Buy |
18,869
+64
| +0.3% | +$8.85K | 2.35% | 6 |
|
|
2022
Q2 | $2.57M | Buy |
18,805
+45
| +0.2% | +$6.15K | 2.32% | 6 |
|
|
2022
Q1 | $3.28M | Buy |
18,760
+109
| +0.6% | +$19K | 2.63% | 6 |
|
|
2021
Q4 | $3.31M | Buy |
+18,651
| New | +$3.31M | 2.9% | 6 |
|