WIM
Waycross Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,986
-4,275
| -46% | -$877K | 1.06% | 23 |
|
|
2025
Q1 | $2.06M | Hold |
9,261
| – | – | 2.32% | 12 |
|
|
2024
Q4 | $2.32M | Sell |
9,261
-66
| -0.7% | -$16.5K | 2.44% | 11 |
|
|
2024
Q3 | $2.17M | Sell |
9,327
-1,436
| -13% | -$335K | 2% | 14 |
|
|
2024
Q2 | $2.27M | Sell |
10,763
-1,929
| -15% | -$406K | 2.19% | 14 |
|
|
2024
Q1 | $2.18M | Buy |
12,692
+201
| +2% | +$34.5K | 2.03% | 13 |
|
|
2023
Q4 | $2.4M | Sell |
12,491
-481
| -4% | -$92.6K | 2.65% | 11 |
|
|
2023
Q3 | $2.22M | Buy |
12,972
+368
| +3% | +$63K | 2.56% | 9 |
|
|
2023
Q2 | $2.44M | Sell |
12,604
-27
| -0.2% | -$5.24K | 2.55% | 9 |
|
|
2023
Q1 | $2.08M | Sell |
12,631
-1,145
| -8% | -$189K | 2.08% | 10 |
|
|
2022
Q4 | $1.79M | Buy |
+13,776
| New | +$1.79M | 1.81% | 10 |
|