WA
Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $51.5M | Buy |
300,800
+3,284
| +1% | +$562K | 23.06% | 1 |
|
|
2023
Q2 | $56.5M | Sell |
297,516
-4,556
| -2% | -$865K | 24.08% | 1 |
|
|
2023
Q1 | $48.6M | Sell |
302,072
-5,162
| -2% | -$830K | 23.08% | 1 |
|
|
2022
Q4 | $39.9M | Sell |
307,234
-873
| -0.3% | -$113K | 21.21% | 1 |
|
|
2022
Q3 | $42.6M | Buy |
308,107
+1,576
| +0.5% | +$218K | 21.69% | 1 |
|
|
2022
Q2 | $41.9M | Sell |
306,531
-5,604
| -2% | -$766K | 20.34% | 1 |
|
|
2022
Q1 | $54.5M | Buy |
312,135
+2,267
| +0.7% | +$396K | 19.71% | 1 |
|
|
2021
Q4 | $55M | Buy |
309,868
+4,787
| +2% | +$850K | 19.09% | 1 |
|
|
2021
Q3 | $42.4M | Sell |
305,081
-669
| -0.2% | -$93.1K | 16.59% | 2 |
|
|
2021
Q2 | $44.3M | Buy |
305,750
+8,507
| +3% | +$1.23M | 16.14% | 2 |
|
|
2021
Q1 | $39.6M | Sell |
297,243
-11,221
| -4% | -$1.49M | 15.73% | 2 |
|
|
2020
Q4 | $40.9M | Sell |
308,464
-14,887
| -5% | -$1.98M | 18.05% | 1 |
|
|
2020
Q3 | $37.2M | Buy |
323,351
+251,197
| +348% | +$28.9M | 17.34% | 2 |
|
|
2020
Q2 | $27M | Buy |
72,154
+103
| +0.1% | +$38.5K | 14.33% | 2 |
|
|
2020
Q1 | $20.7M | Buy |
72,051
+2,504
| +4% | +$718K | 13.67% | 2 |
|
|
2019
Q4 | $22.2M | Buy |
+69,547
| New | +$22.2M | 12.65% | 2 |
|