WAAG
Wealth Alliance Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
50,015
+2,096
| +4% | +$430K | 1.95% | 12 |
|
|
2025
Q1 | $10.6M | Sell |
47,919
-4,918
| -9% | -$1.09M | 2.21% | 10 |
|
|
2024
Q4 | $13.2M | Sell |
52,837
-70
| -0.1% | -$17.5K | 2.8% | 9 |
|
|
2024
Q3 | $12.3M | Buy |
52,907
+1,060
| +2% | +$247K | 2.59% | 11 |
|
|
2024
Q2 | $10.9M | Buy |
51,847
+283
| +0.5% | +$59.6K | 2.46% | 12 |
|
|
2024
Q1 | $8.84M | Buy |
51,564
+4,413
| +9% | +$757K | 2.05% | 12 |
|
|
2023
Q4 | $9.08M | Buy |
47,151
+757
| +2% | +$146K | 2.37% | 11 |
|
|
2023
Q3 | $7.94M | Buy |
46,394
+65
| +0.1% | +$11.1K | 2.36% | 11 |
|
|
2023
Q2 | $8.99M | Sell |
46,329
-461
| -1% | -$89.4K | 3.17% | 7 |
|
|
2023
Q1 | $7.72M | Buy |
46,790
+641
| +1% | +$106K | 2.89% | 10 |
|
|
2022
Q4 | $6M | Sell |
46,149
-573
| -1% | -$74.5K | 2.29% | 11 |
|
|
2022
Q3 | $6.46M | Sell |
46,722
-432
| -0.9% | -$59.7K | 2.85% | 10 |
|
|
2022
Q2 | $6.45M | Buy |
47,154
+3,235
| +7% | +$442K | 3.05% | 8 |
|
|
2022
Q1 | $7.67M | Sell |
43,919
-3,940
| -8% | -$688K | 3.33% | 6 |
|
|
2021
Q4 | $8.5M | Buy |
47,859
+276
| +0.6% | +$49K | 3.69% | 6 |
|
|
2021
Q3 | $6.73M | Buy |
47,583
+334
| +0.7% | +$47.3K | 3.27% | 7 |
|
|
2021
Q2 | $6.47M | Sell |
47,249
-841
| -2% | -$115K | 3.15% | 7 |
|
|
2021
Q1 | $5.87M | Sell |
48,090
-2,865
| -6% | -$350K | 3.01% | 7 |
|
|
2020
Q4 | $6.76M | Buy |
50,955
+904
| +2% | +$120K | 3.66% | 7 |
|
|
2020
Q3 | $5.8M | Buy |
50,051
+37,704
| +305% | +$4.37M | 3.43% | 8 |
|
|
2020
Q2 | $4.5M | Buy |
12,347
+313
| +3% | +$114K | 2.76% | 9 |
|
|
2020
Q1 | $3.06M | Buy |
12,034
+213
| +2% | +$54.2K | 2.38% | 9 |
|
|
2019
Q4 | $3.47M | Sell |
11,821
-307
| -3% | -$90.1K | 1.98% | 12 |
|
|
2019
Q3 | $2.87M | Sell |
12,128
-892
| -7% | -$211K | 1.78% | 12 |
|
|
2019
Q2 | $2.67M | Buy |
13,020
+683
| +6% | +$140K | 1.65% | 13 |
|
|
2019
Q1 | $2.5M | Buy |
12,337
+1,024
| +9% | +$208K | 1.61% | 14 |
|
|
2018
Q4 | $1.79M | Buy |
11,313
+1,246
| +12% | +$197K | 1.34% | 16 |
|
|
2018
Q3 | $2.27M | Buy |
10,067
+282
| +3% | +$63.7K | 1.16% | 22 |
|
|
2018
Q2 | $1.81M | Buy |
9,785
+2,746
| +39% | +$508K | 0.99% | 25 |
|
|
2018
Q1 | $1.18M | Buy |
7,039
+3,470
| +97% | +$582K | 0.69% | 32 |
|
|
2017
Q4 | $604K | Buy |
+3,569
| New | +$604K | 0.54% | 44 |
|