WFS
Walker Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
6,717
+3,405
| +103% | +$699K | 0.63% | 19 |
|
|
2025
Q1 | $736K | Buy |
3,312
+323
| +11% | +$71.8K | 0.39% | 15 |
|
|
2024
Q4 | $749K | Buy |
2,989
+86
| +3% | +$21.5K | 0.44% | 15 |
|
|
2024
Q3 | $676K | Buy |
2,903
+171
| +6% | +$39.8K | 0.46% | 15 |
|
|
2024
Q2 | $575K | Sell |
2,732
-94
| -3% | -$19.8K | 0.45% | 15 |
|
|
2024
Q1 | $485K | Buy |
2,826
+78
| +3% | +$13.4K | 0.4% | 17 |
|
|
2023
Q4 | $529K | Sell |
2,748
-12
| -0.4% | -$2.31K | 0.55% | 14 |
|
|
2023
Q3 | $473K | Buy |
2,760
+200
| +8% | +$34.2K | 0.46% | 14 |
|
|
2023
Q2 | $497K | Buy |
2,560
+343
| +15% | +$66.5K | 0.49% | 16 |
|
|
2023
Q1 | $366K | Hold |
2,217
| – | – | 0.38% | 20 |
|
|
2022
Q4 | $366K | Sell |
2,217
-580
| -21% | -$95.6K | 0.38% | 20 |
|
|
2022
Q3 | $387K | Buy |
2,797
+47
| +2% | +$6.5K | 0.36% | 17 |
|
|
2022
Q2 | $376K | Buy |
2,750
+135
| +5% | +$18.5K | 0.37% | 20 |
|
|
2022
Q1 | $457K | Buy |
+2,615
| New | +$457K | 0.42% | 18 |
|