WDG
Wealth Dimensions Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Sell |
65,320
-419
| -0.6% | -$86K | 2.95% | 11 |
|
|
2025
Q1 | $14.6M | Buy |
65,739
+765
| +1% | +$170K | 3.49% | 9 |
|
|
2024
Q4 | $16.3M | Buy |
64,974
+3,507
| +6% | +$878K | 3.99% | 9 |
|
|
2024
Q3 | $14.3M | Sell |
61,467
-327
| -0.5% | -$76.2K | 3.63% | 9 |
|
|
2024
Q2 | $13M | Buy |
61,794
+852
| +1% | +$179K | 3.71% | 9 |
|
|
2024
Q1 | $10.5M | Sell |
60,942
-4,568
| -7% | -$783K | 3.09% | 9 |
|
|
2023
Q4 | $12.6M | Buy |
65,510
+682
| +1% | +$131K | 3.99% | 9 |
|
|
2023
Q3 | $11.1M | Buy |
64,828
+638
| +1% | +$109K | 4.03% | 8 |
|
|
2023
Q2 | $12.5M | Sell |
64,190
-483
| -0.7% | -$93.7K | 4.53% | 7 |
|
|
2023
Q1 | $10.7M | Sell |
64,673
-3,008
| -4% | -$496K | 4.13% | 7 |
|
|
2022
Q4 | $8.79M | Buy |
67,681
+207
| +0.3% | +$26.9K | 3.59% | 7 |
|
|
2022
Q3 | $9.33M | Buy |
67,474
+27
| +0% | +$3.73K | 4.61% | 6 |
|
|
2022
Q2 | $9.22M | Buy |
67,447
+408
| +0.6% | +$55.8K | 4.38% | 7 |
|
|
2022
Q1 | $11.7M | Buy |
67,039
+968
| +1% | +$169K | 5.42% | 6 |
|
|
2021
Q4 | $11.7M | Sell |
66,071
-486
| -0.7% | -$86.3K | 5.75% | 4 |
|
|
2021
Q3 | $9.42M | Buy |
66,557
+3,577
| +6% | +$506K | 6.03% | 5 |
|
|
2021
Q2 | $8.63M | Buy |
62,980
+990
| +2% | +$136K | 5.85% | 5 |
|
|
2021
Q1 | $7.57M | Buy |
61,990
+2,027
| +3% | +$248K | 5.88% | 4 |
|
|
2020
Q4 | $7.96M | Buy |
+59,963
| New | +$7.96M | 6.87% | 3 |
|