Waller Financial Planning Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Sell |
24,056
-93
| -0.4% | -$19.1K | 1.19% | 20 |
|
|
2025
Q1 | $5.36M | Buy |
24,149
+6,602
| +38% | +$1.47M | 1.51% | 18 |
|
|
2024
Q4 | $4.39M | Buy |
17,547
+13
| +0.1% | +$3.26K | 1.11% | 23 |
|
|
2024
Q3 | $4.09M | Buy |
17,534
+2,356
| +16% | +$549K | 1.01% | 26 |
|
|
2024
Q2 | $3.2M | Sell |
15,178
-20
| -0.1% | -$4.21K | 0.86% | 26 |
|
|
2024
Q1 | $2.61M | Sell |
15,198
-767
| -5% | -$132K | 0.69% | 29 |
|
|
2023
Q4 | $3.07M | Buy |
15,965
+2,691
| +20% | +$518K | 0.81% | 29 |
|
|
2023
Q3 | $2.27M | Sell |
13,274
-555
| -4% | -$95K | 0.66% | 30 |
|
|
2023
Q2 | $2.68M | Sell |
13,829
-876
| -6% | -$170K | 0.74% | 30 |
|
|
2023
Q1 | $2.42M | Buy |
14,705
+2
| +0% | +$330 | 0.69% | 31 |
|
|
2022
Q4 | $1.91M | Buy |
14,703
+2
| +0% | +$260 | 0.55% | 29 |
|
|
2022
Q3 | $2.03M | Buy |
14,701
+447
| +3% | +$61.8K | 0.62% | 29 |
|
|
2022
Q2 | $1.95M | Buy |
14,254
+230
| +2% | +$31.4K | 0.57% | 30 |
|
|
2022
Q1 | $2.45M | Buy |
14,024
+431
| +3% | +$75.3K | 0.65% | 24 |
|
|
2021
Q4 | $2.41M | Sell |
13,593
-299
| -2% | -$53.1K | 0.6% | 25 |
|
|
2021
Q3 | $1.97M | Buy |
13,892
+243
| +2% | +$34.4K | 0.52% | 26 |
|
|
2021
Q2 | $1.87M | Buy |
13,649
+231
| +2% | +$31.6K | 0.5% | 27 |
|
|
2021
Q1 | $1.64M | Buy |
13,418
+1,405
| +12% | +$172K | 0.47% | 28 |
|
|
2020
Q4 | $1.59M | Buy |
12,013
+814
| +7% | +$108K | 0.5% | 28 |
|
|
2020
Q3 | $1.3M | Buy |
11,199
+839
| +8% | +$97.2K | 0.48% | 29 |
|
|
2020
Q2 | $945K | Sell |
10,360
-336
| -3% | -$30.6K | 0.37% | 29 |
|
|
2020
Q1 | $680K | Buy |
10,696
+4
| +0% | +$254 | 0.35% | 30 |
|
|
2019
Q4 | $785K | Buy |
+10,692
| New | +$785K | 0.39% | 31 |
|
|
2019
Q3 | – | Sell |
-10,284
| Closed | -$519K | – | 43 |
|
|
2019
Q2 | $519K | Buy |
10,284
+28
| +0.3% | +$1.41K | 0.29% | 35 |
|
|
2019
Q1 | $511K | Buy |
10,256
+772
| +8% | +$38.5K | 0.3% | 36 |
|
|
2018
Q4 | $374K | Buy |
+9,484
| New | +$374K | 0.26% | 37 |
|