WCG Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
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|
2025
Q1 | $41.5M | Sell |
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|
2024
Q4 | $47.5M | Sell |
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|
2024
Q3 | $46.3M | Buy |
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|
2024
Q2 | $41.8M | Buy |
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|
2024
Q1 | $30M | Sell |
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|
2023
Q4 | $44M | Sell |
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|
2023
Q3 | $41.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $14.6M | Buy |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $11.7M | Sell |
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|
2022
Q2 | $10.9M | Buy |
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