WAOI
Wealth Advisors of Iowa’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
21,129
+3,611
| +21% | +$741K | 1.62% | 12 |
|
|
2025
Q1 | $3.89M | Sell |
17,518
-286
| -2% | -$63.5K | 1.67% | 10 |
|
|
2024
Q4 | $4.46M | Sell |
17,804
-190
| -1% | -$47.6K | 2.25% | 11 |
|
|
2024
Q3 | $4.19M | Buy |
17,994
+104
| +0.6% | +$24.2K | 2.13% | 10 |
|
|
2024
Q2 | $3.77M | Sell |
17,890
-457
| -2% | -$96.3K | 2.1% | 7 |
|
|
2024
Q1 | $3.15M | Sell |
18,347
-497
| -3% | -$85.2K | 1.91% | 9 |
|
|
2023
Q4 | $3.63M | Buy |
18,844
+8
| +0% | +$1.54K | 2.44% | 9 |
|
|
2023
Q3 | $3.22M | Sell |
18,836
-45
| -0.2% | -$7.7K | 2.27% | 8 |
|
|
2023
Q2 | $3.66M | Buy |
18,881
+322
| +2% | +$62.5K | 2.65% | 6 |
|
|
2023
Q1 | $3.06M | Sell |
18,559
-143
| -0.8% | -$23.6K | 2.39% | 8 |
|
|
2022
Q4 | $2.43M | Buy |
18,702
+236
| +1% | +$30.7K | 1.99% | 6 |
|
|
2022
Q3 | $2.55M | Sell |
18,466
-32,150
| -64% | -$4.44M | 2.38% | 7 |
|
|
2022
Q2 | $7.55M | Buy |
50,616
+35,282
| +230% | +$5.27M | 1.33% | 11 |
|
|
2022
Q1 | $2.73M | Buy |
15,334
+708
| +5% | +$126K | 1.37% | 12 |
|
|
2021
Q4 | $2.6M | Sell |
14,626
-691
| -5% | -$123K | 1.42% | 9 |
|
|
2021
Q3 | $2.17M | Buy |
15,317
+61
| +0.4% | +$8.63K | 1.18% | 13 |
|
|
2021
Q2 | $2.09M | Buy |
15,256
+795
| +5% | +$109K | 1.09% | 14 |
|
|
2021
Q1 | $1.77M | Buy |
14,461
+230
| +2% | +$28.1K | 0.98% | 15 |
|
|
2020
Q4 | $1.89M | Buy |
14,231
+2,000
| +16% | +$265K | 1.17% | 12 |
|
|
2020
Q3 | $1.42M | Buy |
12,231
+7,739
| +172% | +$896K | 0.97% | 10 |
|
|
2020
Q2 | $1.64M | Sell |
4,492
-45
| -1% | -$16.4K | 1.24% | 9 |
|
|
2020
Q1 | $1.15M | Buy |
+4,537
| New | +$1.15M | 0.91% | 6 |
|