Waller Financial Planning Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.82M | Sell |
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|
2025
Q2 | $4.94M | Sell |
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|
2025
Q1 | $5.36M | Buy |
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|
2024
Q4 | $4.39M | Buy |
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|
2024
Q3 | $4.09M | Buy |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $2.45M | Buy |
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|
2021
Q4 | $2.41M | Sell |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $945K | Sell |
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|
2020
Q1 | $680K | Buy |
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|
2019
Q4 | $785K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $519K | Buy |
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|
2019
Q1 | $511K | Buy |
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|
2018
Q4 | $374K | Buy |
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