WE
Wealth Effects’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
83,766
-2,252
| -3% | -$462K | 6.43% | 3 |
|
|
2025
Q1 | $19.1M | Sell |
86,018
-1,837
| -2% | -$408K | 8.03% | 2 |
|
|
2024
Q4 | $22M | Sell |
87,855
-2,757
| -3% | -$690K | 7.82% | 3 |
|
|
2024
Q3 | $21.1M | Sell |
90,612
-1,339
| -1% | -$312K | 7.4% | 3 |
|
|
2024
Q2 | $19.4M | Buy |
91,951
+2,681
| +3% | +$565K | 7.02% | 3 |
|
|
2024
Q1 | $15.3M | Sell |
89,270
-6,568
| -7% | -$1.13M | 5.65% | 3 |
|
|
2023
Q4 | $18.5M | Buy |
95,838
+5,779
| +6% | +$1.11M | 6.94% | 2 |
|
|
2023
Q3 | $15.4M | Sell |
90,059
-2,677
| -3% | -$458K | 7.61% | 2 |
|
|
2023
Q2 | $18M | Sell |
92,736
-1,399
| -1% | -$271K | 7.92% | 2 |
|
|
2023
Q1 | $15.5M | Sell |
94,135
-1,568
| -2% | -$259K | 7.95% | 2 |
|
|
2022
Q4 | $12.4M | Sell |
95,703
-18,344
| -16% | -$2.38M | 7.1% | 2 |
|
|
2022
Q3 | $15.8M | Sell |
114,047
-164
| -0.1% | -$22.7K | 9.64% | 1 |
|
|
2022
Q2 | $15.6M | Buy |
114,211
+6,368
| +6% | +$871K | 9.4% | 1 |
|
|
2022
Q1 | $18.8M | Sell |
107,843
-1,088
| -1% | -$190K | 8.79% | 1 |
|
|
2021
Q4 | $19.3M | Buy |
+108,931
| New | +$19.3M | 8.03% | 1 |
|