WF
Wayfinding Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Sell |
36,341
-1,358
| -4% | -$276K | 3.3% | 7 |
|
|
2025
Q1 | $8.37M | Sell |
37,699
-616
| -2% | -$137K | 3.67% | 4 |
|
|
2024
Q4 | $9.6M | Sell |
38,315
-542
| -1% | -$136K | 5.13% | 5 |
|
|
2024
Q3 | $9.05M | Sell |
38,857
-394
| -1% | -$91.8K | 6.73% | 5 |
|
|
2024
Q2 | $8.27M | Sell |
39,251
-719
| -2% | -$151K | 4.65% | 5 |
|
|
2024
Q1 | $7.3M | Buy |
39,970
+220
| +0.6% | +$40.2K | 4.27% | 5 |
|
|
2023
Q4 | $7.65M | Buy |
39,750
+114
| +0.3% | +$21.9K | 5.21% | 4 |
|
|
2023
Q3 | $6.89M | Sell |
39,636
-312
| -0.8% | -$54.2K | 5.21% | 5 |
|
|
2023
Q2 | $7.82M | Sell |
39,948
-285
| -0.7% | -$55.8K | 5.43% | 5 |
|
|
2023
Q1 | $6.63M | Sell |
40,233
-2,136
| -5% | -$352K | 5.04% | 6 |
|
|
2022
Q4 | $6.75M | Buy |
42,369
+353
| +0.8% | +$56.2K | 5.41% | 4 |
|
|
2022
Q3 | $5.81M | Buy |
42,016
+251
| +0.6% | +$34.7K | 5.42% | 5 |
|
|
2022
Q2 | $5.71M | Sell |
41,765
-506
| -1% | -$69.2K | 5.02% | 6 |
|
|
2022
Q1 | $6.65M | Sell |
42,271
-98
| -0.2% | -$15.4K | 5.56% | 5 |
|
|
2021
Q4 | $6.75M | Buy |
+42,369
| New | +$6.75M | 5.41% | 4 |
|