WWA
WCG Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
187,854
+1,243
| +0.7% | +$255K | 2.49% | 3 |
|
|
2025
Q1 | $41.5M | Sell |
186,611
-3,246
| -2% | -$721K | 3.15% | 1 |
|
|
2024
Q4 | $47.5M | Sell |
189,857
-8,908
| -4% | -$2.23M | 3.14% | 1 |
|
|
2024
Q3 | $46.3M | Buy |
198,765
+460
| +0.2% | +$107K | 3.13% | 1 |
|
|
2024
Q2 | $41.8M | Buy |
198,305
+23,578
| +13% | +$4.97M | 3.09% | 1 |
|
|
2024
Q1 | $30M | Sell |
174,727
-53,898
| -24% | -$9.24M | 2.5% | 4 |
|
|
2023
Q4 | $44M | Sell |
228,625
-11,346
| -5% | -$2.18M | 3.23% | 3 |
|
|
2023
Q3 | $41.1M | Buy |
+239,971
| New | +$41.1M | 3.01% | 3 |
|
|
2023
Q2 | – | Sell |
-88,705
| Closed | -$14.6M | – | 157 |
|
|
2023
Q1 | $14.6M | Buy |
88,705
+5,417
| +7% | +$893K | 1.87% | 16 |
|
|
2022
Q4 | $10.8M | Buy |
83,288
+23,794
| +40% | +$3.09M | 1.48% | 19 |
|
|
2022
Q3 | $11.7M | Sell |
59,494
-20,539
| -26% | -$4.03M | 1.54% | 19 |
|
|
2022
Q2 | $10.9M | Buy |
+80,033
| New | +$10.9M | 1.52% | 19 |
|