WLPWM
Walled Lake Planning & Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79M | Sell |
47,712
-1,093
| -2% | -$224K | 3.19% | 8 |
|
|
2025
Q1 | $10.8M | Sell |
48,805
-1,702
| -3% | -$378K | 3.85% | 6 |
|
|
2024
Q4 | $12.6M | Buy |
50,507
+905
| +2% | +$227K | 4.71% | 3 |
|
|
2024
Q3 | $11.6M | Sell |
49,602
-117
| -0.2% | -$27.3K | 4.34% | 3 |
|
|
2024
Q2 | $10.5M | Sell |
49,719
-1,196
| -2% | -$252K | 4.28% | 3 |
|
|
2024
Q1 | $8.73M | Buy |
50,915
+1,561
| +3% | +$268K | 3.58% | 6 |
|
|
2023
Q4 | $9.5M | Buy |
49,354
+2,764
| +6% | +$532K | 4.42% | 5 |
|
|
2023
Q3 | $7.98M | Buy |
46,590
+2,881
| +7% | +$493K | 4% | 5 |
|
|
2023
Q2 | $8.48M | Buy |
43,709
+965
| +2% | +$187K | 4.12% | 4 |
|
|
2023
Q1 | $7.05M | Buy |
42,744
+40,574
| +1,870% | +$6.69M | 3.69% | 5 |
|
|
2022
Q4 | $282K | Sell |
2,170
-42,061
| -95% | -$5.47M | 0.19% | 42 |
|
|
2022
Q3 | $6.11M | Sell |
44,231
-1,795
| -4% | -$248K | 4.27% | 2 |
|
|
2022
Q2 | $6.29M | Buy |
46,026
+592
| +1% | +$80.9K | 4.34% | 3 |
|
|
2022
Q1 | $7.93M | Sell |
45,434
-1,132
| -2% | -$198K | 4.72% | 3 |
|
|
2021
Q4 | $8.27M | Sell |
46,566
-1,992
| -4% | -$354K | 4.79% | 2 |
|
|
2021
Q3 | $6.87M | Buy |
48,558
+1,762
| +4% | +$249K | 4.24% | 2 |
|
|
2021
Q2 | $6.41M | Buy |
46,796
+414
| +0.9% | +$56.7K | 4.17% | 3 |
|
|
2021
Q1 | $5.67M | Buy |
46,382
+1,712
| +4% | +$209K | 3.93% | 5 |
|
|
2020
Q4 | $5.93M | Sell |
44,670
-923
| -2% | -$122K | 4.5% | 3 |
|
|
2020
Q3 | $5.28M | Buy |
45,593
+32,436
| +247% | +$3.76M | 4.28% | 4 |
|
|
2020
Q2 | $4.8M | Sell |
13,157
-3,399
| -21% | -$1.24M | 4.02% | 8 |
|
|
2020
Q1 | $4.21M | Sell |
16,556
-1,284
| -7% | -$327K | 3.85% | 11 |
|
|
2019
Q4 | $5.24M | Buy |
+17,840
| New | +$5.24M | 3.78% | 6 |
|