WTA
Washington Trust Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.7M | Sell |
300,822
-2,823
| -0.9% | -$579K | 5.01% | 2 |
|
2025
Q1 | $67.4M | Sell |
303,645
-7,573
| -2% | -$1.68M | 5.99% | 1 |
|
2024
Q4 | $77.9M | Sell |
311,218
-3,093
| -1% | -$775K | 6.52% | 1 |
|
2024
Q3 | $73.2M | Sell |
314,311
-45
| -0% | -$10.5K | 6.31% | 1 |
|
2024
Q2 | $66.2M | Sell |
314,356
-10,728
| -3% | -$2.26M | 6.09% | 1 |
|
2024
Q1 | $55.7M | Sell |
325,084
-13,707
| -4% | -$2.35M | 5.11% | 1 |
|
2023
Q4 | $65.2M | Sell |
338,791
-3,749
| -1% | -$722K | 6.25% | 1 |
|
2023
Q3 | $58.6M | Sell |
342,540
-6,019
| -2% | -$1.03M | 6.02% | 1 |
|
2023
Q2 | $67.6M | Sell |
348,559
-11,885
| -3% | -$2.31M | 6.56% | 1 |
|
2023
Q1 | $59.4M | Sell |
360,444
-3,571
| -1% | -$589K | 6.05% | 1 |
|
2022
Q4 | $47.3M | Sell |
364,015
-20,513
| -5% | -$2.67M | 5.17% | 1 |
|
2022
Q3 | $53.1M | Sell |
384,528
-3,394
| -0.9% | -$469K | 4.97% | 1 |
|
2022
Q2 | $53M | Sell |
387,922
-12,459
| -3% | -$1.7M | 4.68% | 1 |
|
2022
Q1 | $69.9M | Sell |
400,381
-13,550
| -3% | -$2.37M | 4.96% | 1 |
|
2021
Q4 | $73.5M | Buy |
+413,931
| New | +$73.5M | 4.97% | 1 |
|