WAS
Wealth Advisory Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
54,230
+36
| +0.1% | +$7.39K | 2.82% | 8 |
|
|
2025
Q1 | $12M | Sell |
54,194
-12,320
| -19% | -$2.74M | 3.19% | 6 |
|
|
2024
Q4 | $16.7M | Buy |
66,514
+1,399
| +2% | +$350K | 4.67% | 5 |
|
|
2024
Q3 | $15.2M | Sell |
65,115
-9,141
| -12% | -$2.13M | 4.18% | 5 |
|
|
2024
Q2 | $15.6M | Buy |
74,256
+21
| +0% | +$4.42K | 4.24% | 5 |
|
|
2024
Q1 | $12.7M | Sell |
74,235
-2,507
| -3% | -$430K | 3.3% | 7 |
|
|
2023
Q4 | $14.8M | Sell |
76,742
-949
| -1% | -$183K | 5.16% | 4 |
|
|
2023
Q3 | $13.3M | Sell |
77,691
-7,393
| -9% | -$1.27M | 2.61% | 9 |
|
|
2023
Q2 | $16.5M | Sell |
85,084
-241
| -0.3% | -$46.7K | 4.39% | 5 |
|
|
2023
Q1 | $14.1M | Buy |
85,325
+29
| +0% | +$4.78K | 3.74% | 5 |
|
|
2022
Q4 | $11.1M | Buy |
85,296
+30,233
| +55% | +$3.93M | 2.98% | 7 |
|
|
2022
Q3 | $7.61M | Buy |
55,063
+1,049
| +2% | +$145K | 2.1% | 11 |
|
|
2022
Q2 | $7.39M | Sell |
54,014
-5,834
| -10% | -$798K | 1.82% | 14 |
|
|
2022
Q1 | $10.5M | Buy |
+59,848
| New | +$10.5M | 2.17% | 8 |
|
|
2021
Q3 | $9.32M | Buy |
65,861
+582
| +0.9% | +$82.4K | 2.07% | 7 |
|
|
2021
Q2 | $8.94M | Sell |
65,279
-173,102
| -73% | -$23.7M | 2.12% | 7 |
|
|
2021
Q1 | $23.9M | Buy |
238,381
+181,178
| +317% | +$18.2M | 17.83% | 1 |
|
|
2020
Q4 | $7.59M | Sell |
57,203
-7,428
| -11% | -$985K | 2.06% | 11 |
|
|
2020
Q3 | $7.48M | Buy |
64,631
+38,091
| +144% | +$4.41M | 1.99% | 8 |
|
|
2020
Q2 | $9.68M | Sell |
26,540
-1,206
| -4% | -$440K | 2.7% | 4 |
|
|
2020
Q1 | $7.06M | Sell |
27,746
-4,002
| -13% | -$1.02M | 2.4% | 5 |
|
|
2019
Q4 | $9.32M | Buy |
+31,748
| New | +$9.32M | 2.46% | 6 |
|