WA
WBH Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
72,102
-3,344
| -4% | -$686K | 1.26% | 22 |
|
|
2025
Q1 | $16.8M | Sell |
75,446
-1,148
| -1% | -$255K | 1.56% | 18 |
|
|
2024
Q4 | $19.2M | Buy |
76,594
+1,555
| +2% | +$389K | 1.78% | 14 |
|
|
2024
Q3 | $17.5M | Buy |
75,039
+1,342
| +2% | +$313K | 1.66% | 14 |
|
|
2024
Q2 | $15.5M | Sell |
73,697
-1,241
| -2% | -$261K | 1.57% | 16 |
|
|
2024
Q1 | $12.9M | Buy |
74,938
+7,805
| +12% | +$1.34M | 1.32% | 19 |
|
|
2023
Q4 | $12.9M | Sell |
67,133
-817
| -1% | -$157K | 1.44% | 17 |
|
|
2023
Q3 | $11.6M | Sell |
67,950
-2,807
| -4% | -$481K | 1.43% | 18 |
|
|
2023
Q2 | $13.7M | Sell |
70,757
-1,547
| -2% | -$300K | 1.63% | 14 |
|
|
2023
Q1 | $11.9M | Buy |
+72,304
| New | +$11.9M | 1.49% | 15 |
|
|
2022
Q3 | $10.5M | Sell |
76,288
-1,933
| -2% | -$267K | 1.52% | 17 |
|
|
2022
Q2 | $11.3M | Sell |
78,221
-11
| -0% | -$1.59K | 1.51% | 11 |
|
|
2022
Q1 | $12.8M | Sell |
78,232
-1,606
| -2% | -$263K | 1.57% | 10 |
|
|
2021
Q4 | $14.2M | Sell |
79,838
-306
| -0.4% | -$54.3K | 1.62% | 12 |
|
|
2021
Q3 | $11.3M | Sell |
80,144
-1,562
| -2% | -$221K | 1.53% | 14 |
|
|
2021
Q2 | $12.2M | Sell |
81,706
-8,056
| -9% | -$1.2M | 1.78% | 12 |
|
|
2021
Q1 | $11M | Buy |
89,762
+10,565
| +13% | +$1.29M | 1.77% | 11 |
|
|
2020
Q4 | $10.5M | Sell |
79,197
-885
| -1% | -$117K | 1.8% | 10 |
|
|
2020
Q3 | $9.27M | Buy |
80,082
+59,270
| +285% | +$6.86M | 1.87% | 10 |
|
|
2020
Q2 | $7.59M | Buy |
20,812
+241
| +1% | +$87.9K | 1.84% | 10 |
|
|
2020
Q1 | $5.23K | Sell |
20,571
-437
| -2% | -$111 | 1.23% | 17 |
|
|
2019
Q4 | $6.17M | Sell |
21,008
-63
| -0.3% | -$18.5K | 1.26% | 15 |
|
|
2019
Q3 | $4.72M | Sell |
21,071
-257
| -1% | -$57.6K | 1.06% | 25 |
|
|
2019
Q2 | $4.22M | Sell |
21,328
-733
| -3% | -$145K | 0.98% | 26 |
|
|
2019
Q1 | $4.19M | Buy |
22,061
+460
| +2% | +$87.4K | 1% | 26 |
|
|
2018
Q4 | $3.41K | Sell |
21,601
-243
| -1% | -$38 | 0.83% | 28 |
|
|
2018
Q3 | $4.93M | Sell |
21,844
-607
| -3% | -$137K | 1.2% | 18 |
|
|
2018
Q2 | $4.16M | Buy |
22,451
+1,700
| +8% | +$315K | 1.08% | 20 |
|
|
2018
Q1 | $3.48M | Buy |
20,751
+58
| +0.3% | +$9.73K | 0.95% | 24 |
|
|
2017
Q4 | $3.5M | Buy |
20,693
+4
| +0% | +$677 | 0.93% | 26 |
|
|
2017
Q3 | $3.19M | Sell |
20,689
-277
| -1% | -$42.7K | 0.89% | 27 |
|
|
2017
Q2 | $3.02M | Sell |
20,966
-2,336
| -10% | -$336K | 0.85% | 27 |
|
|
2017
Q1 | $3.35M | Sell |
23,302
-35
| -0.1% | -$5.03K | 1% | 20 |
|
|
2016
Q4 | $2.7M | Buy |
23,337
+1,800
| +8% | +$208K | 0.9% | 25 |
|
|
2016
Q3 | $2.43M | Buy |
21,537
+5,422
| +34% | +$613K | 0.83% | 27 |
|
|
2016
Q2 | $1.54M | Buy |
16,115
+146
| +0.9% | +$14K | 0.6% | 45 |
|
|
2016
Q1 | $1.74M | Sell |
15,969
-522
| -3% | -$56.9K | 0.58% | 38 |
|
|
2015
Q4 | $1.74K | Buy |
16,491
+23
| +0.1% | +$2 | 0.61% | 39 |
|
|
2015
Q3 | $1.82M | Buy |
16,468
+2,631
| +19% | +$290K | 0.75% | 35 |
|
|
2015
Q2 | $1.74M | Sell |
13,837
-2,420
| -15% | -$303K | 0.68% | 38 |
|
|
2015
Q1 | $2.02K | Buy |
16,257
+608
| +4% | +$76 | 0.57% | 30 |
|
|
2014
Q4 | $1.73M | Buy |
15,649
+379
| +2% | +$41.8K | 0.65% | 35 |
|
|
2014
Q3 | $1.54M | Buy |
15,270
+248
| +2% | +$25K | 0.54% | 40 |
|
|
2014
Q2 | $1.4M | Buy |
15,022
+12,905
| +610% | +$1.2M | 0.53% | 45 |
|
|
2014
Q1 | $1.14M | Buy |
2,117
+1
| +0% | +$537 | 0.45% | 51 |
|
|
2013
Q4 | $1.19M | Buy |
2,116
+49
| +2% | +$27.5K | 0.48% | 51 |
|
|
2013
Q3 | $985K | Sell |
2,067
-43
| -2% | -$20.5K | 0.44% | 60 |
|
|
2013
Q2 | $836K | Buy |
+2,110
| New | +$836K | 0.39% | 70 |
|