WAOTB
Wealth Advisors of Tampa Bay’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Buy |
42,900
+145
| +0.3% | +$29.8K | 3.32% | 4 |
|
|
2025
Q1 | $9.5M | Sell |
42,755
-2,275
| -5% | -$505K | 3.86% | 2 |
|
|
2024
Q4 | $11.3M | Buy |
45,030
+195
| +0.4% | +$48.8K | 4.83% | 2 |
|
|
2024
Q3 | $10.4M | Sell |
44,835
-4,327
| -9% | -$1.01M | 4.36% | 2 |
|
|
2024
Q2 | $10.4M | Buy |
49,162
+55
| +0.1% | +$11.6K | 4.83% | 2 |
|
|
2024
Q1 | $8.42M | Sell |
49,107
-1,804
| -4% | -$309K | 4% | 3 |
|
|
2023
Q4 | $9.8M | Sell |
50,911
-49,911
| -50% | -$9.61M | 4.92% | 1 |
|
|
2023
Q3 | $17.3M | Buy |
100,822
+49,641
| +97% | +$8.5M | 4.75% | 1 |
|
|
2023
Q2 | $9.93M | Sell |
51,181
-2,305
| -4% | -$447K | 5.44% | 1 |
|
|
2023
Q1 | $8.82M | Buy |
53,486
+209
| +0.4% | +$34.5K | 5.05% | 1 |
|
|
2022
Q4 | $6.92M | Buy |
53,277
+445
| +0.8% | +$57.8K | 4.29% | 1 |
|
|
2022
Q3 | $7.3M | Sell |
52,832
-53,150
| -50% | -$7.34M | 5.01% | 1 |
|
|
2022
Q2 | $14.5M | Buy |
105,982
+380
| +0.4% | +$52K | 4.47% | 1 |
|
|
2022
Q1 | $18.4M | Sell |
105,602
-650
| -0.6% | -$113K | 4.99% | 1 |
|
|
2021
Q4 | $18.9M | Buy |
106,252
+51,409
| +94% | +$9.13M | 4.63% | 1 |
|
|
2021
Q3 | $7.76M | Sell |
54,843
-2,798
| -5% | -$396K | 4.29% | 1 |
|
|
2021
Q2 | $7.9M | Sell |
57,641
-447
| -0.8% | -$61.2K | 4.39% | 1 |
|
|
2021
Q1 | $7.1M | Sell |
58,088
-593
| -1% | -$72.4K | 4.2% | 1 |
|
|
2020
Q4 | $7.79M | Sell |
58,681
-5,968
| -9% | -$792K | 5.43% | 1 |
|
|
2020
Q3 | $7.49M | Buy |
64,649
+48,228
| +294% | +$5.59M | 5.56% | 1 |
|
|
2020
Q2 | $5.99M | Buy |
16,421
+176
| +1% | +$64.2K | 5% | 1 |
|
|
2020
Q1 | $4.13M | Sell |
16,245
-25
| -0.2% | -$6.36K | 4.63% | 1 |
|
|
2019
Q4 | $4.78M | Buy |
16,270
+270
| +2% | +$79.3K | 4.4% | 1 |
|
|
2019
Q3 | $3.58M | Sell |
16,000
-2,191
| -12% | -$491K | 2.97% | 6 |
|
|
2019
Q2 | $3.6M | Sell |
18,191
-99
| -0.5% | -$19.6K | 2.61% | 10 |
|
|
2019
Q1 | $3.47M | Buy |
18,290
+276
| +2% | +$52.4K | 2.52% | 12 |
|
|
2018
Q4 | $2.84M | Sell |
18,014
-1,036
| -5% | -$163K | 2.31% | 19 |
|
|
2018
Q3 | $4.3M | Sell |
19,050
-1,035
| -5% | -$234K | 3.02% | 9 |
|
|
2018
Q2 | $3.76M | Buy |
20,085
+55
| +0.3% | +$10.3K | 2.87% | 13 |
|
|
2018
Q1 | $3.36M | Buy |
20,030
+29
| +0.1% | +$4.86K | 2.43% | 17 |
|
|
2017
Q4 | $3.49M | Buy |
+20,001
| New | +$3.49M | 2.39% | 18 |
|