WCFA
Walkner Condon Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
59,387
-266
| -0.4% | -$54.6K | 2.24% | 9 |
|
|
2025
Q1 | $13.3M | Buy |
59,653
+1,238
| +2% | +$275K | 2.68% | 7 |
|
|
2024
Q4 | $14.6M | Buy |
58,415
+356
| +0.6% | +$89.2K | 2.97% | 5 |
|
|
2024
Q3 | $13.5M | Buy |
58,059
+742
| +1% | +$173K | 2.76% | 8 |
|
|
2024
Q2 | $12.1M | Sell |
57,317
-984
| -2% | -$207K | 2.6% | 7 |
|
|
2024
Q1 | $10M | Sell |
58,301
-249
| -0.4% | -$42.7K | 2.12% | 9 |
|
|
2023
Q4 | $11.3M | Buy |
58,550
+2,043
| +4% | +$393K | 2.57% | 5 |
|
|
2023
Q3 | $9.67M | Buy |
56,507
+446
| +0.8% | +$76.4K | 2.56% | 5 |
|
|
2023
Q2 | $10.9M | Buy |
56,061
+5,211
| +10% | +$1.01M | 2.88% | 5 |
|
|
2023
Q1 | $8.38M | Buy |
50,850
+1,207
| +2% | +$199K | 2.35% | 8 |
|
|
2022
Q4 | $6.45M | Buy |
49,643
+277
| +0.6% | +$36K | 1.93% | 15 |
|
|
2022
Q3 | $6.82M | Buy |
49,366
+987
| +2% | +$136K | 2.2% | 10 |
|
|
2022
Q2 | $6.62M | Buy |
48,379
+3,734
| +8% | +$511K | 2.07% | 12 |
|
|
2022
Q1 | $7.8M | Buy |
44,645
+31,034
| +228% | +$5.42M | 2.22% | 10 |
|
|
2021
Q4 | $2.42M | Sell |
13,611
-36,983
| -73% | -$6.57M | 1.57% | 19 |
|
|
2021
Q3 | $7.16M | Buy |
50,594
+764
| +2% | +$108K | 3.52% | 4 |
|
|
2021
Q2 | $6.82M | Buy |
49,830
+226
| +0.5% | +$30.9K | 2.5% | 10 |
|
|
2021
Q1 | $6.06M | Buy |
49,604
+1,068
| +2% | +$130K | 2.35% | 8 |
|
|
2020
Q4 | $6.44M | Buy |
48,536
+138
| +0.3% | +$18.3K | 2.78% | 8 |
|
|
2020
Q3 | $5.61M | Buy |
48,398
+39,258
| +430% | +$4.55M | 3% | 7 |
|
|
2020
Q2 | $3.33M | Buy |
9,140
+7,054
| +338% | +$2.57M | 2.94% | 9 |
|
|
2020
Q1 | $530K | Hold |
2,086
| – | – | 0.57% | 27 |
|
|
2019
Q4 | $613K | Buy |
+2,086
| New | +$613K | 0.59% | 32 |
|