Wealth Enhancement Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61B | Buy |
7,551,499
+524,612
| +7% | +$112M | 2.67% | 3 |
|
|
2025
Q1 | $1.56B | Sell |
7,026,887
-108,109
| -2% | -$24M | 2.99% | 2 |
|
|
2024
Q4 | $1.79B | Buy |
7,134,996
+873,958
| +14% | +$219M | 3.42% | 2 |
|
|
2024
Q3 | $1.46B | Buy |
6,261,038
+207,000
| +3% | +$48.2M | 3.14% | 2 |
|
|
2024
Q2 | $1.28B | Buy |
6,054,038
+469,648
| +8% | +$98.9M | 3.03% | 2 |
|
|
2024
Q1 | $958M | Buy |
5,584,390
+77,841
| +1% | +$13.3M | 2.48% | 3 |
|
|
2023
Q4 | $1.06B | Buy |
5,506,549
+111,580
| +2% | +$21.5M | 3.08% | 2 |
|
|
2023
Q3 | $924M | Buy |
5,394,969
+4,969,925
| +1,169% | +$851M | 3.04% | 2 |
|
|
2023
Q2 | $82.4M | Sell |
425,044
-58,435
| -12% | -$11.3M | 0.89% | 22 |
|
|
2023
Q1 | $79.7M | Buy |
483,479
+195,131
| +68% | +$32.2M | 0.93% | 23 |
|
|
2022
Q4 | $41.2M | Buy |
288,348
+78,588
| +37% | +$11.2M | 0.53% | 38 |
|
|
2022
Q3 | $29.4M | Sell |
209,760
-41,729
| -17% | -$5.84M | 0.42% | 43 |
|
|
2022
Q2 | $37M | Buy |
251,489
+23,583
| +10% | +$3.47M | 0.52% | 38 |
|
|
2022
Q1 | $40.7M | Sell |
227,906
-993
| -0.4% | -$177K | 0.55% | 37 |
|
|
2021
Q4 | $39.5M | Sell |
228,899
-12,084
| -5% | -$2.09M | 0.57% | 37 |
|
|
2021
Q3 | $36M | Buy |
240,983
+905
| +0.4% | +$135K | 0.53% | 40 |
|
|
2021
Q2 | $35.6M | Sell |
240,078
-8,727
| -4% | -$1.3M | 0.57% | 37 |
|
|
2021
Q1 | $31.4M | Buy |
248,805
+9,334
| +4% | +$1.18M | 0.57% | 39 |
|
|
2020
Q4 | $30.4M | Sell |
239,471
-4,989
| -2% | -$634K | 0.69% | 29 |
|
|
2020
Q3 | $30.4M | Buy |
244,460
+193,906
| +384% | +$24.1M | 0.8% | 27 |
|
|
2020
Q2 | $19.7M | Sell |
50,554
-6,086
| -11% | -$2.37M | 0.56% | 32 |
|
|
2020
Q1 | $15.8M | Sell |
56,640
-776
| -1% | -$216K | 0.56% | 33 |
|
|
2019
Q4 | $16.9M | Sell |
57,416
-669
| -1% | -$197K | 0.6% | 28 |
|
|
2019
Q3 | $13.7M | Buy |
58,085
+5,028
| +9% | +$1.19M | 0.55% | 31 |
|
|
2019
Q2 | $11.1M | Sell |
53,057
-3,507
| -6% | -$735K | 0.49% | 30 |
|
|
2019
Q1 | $11.7M | Buy |
56,564
+2,508
| +5% | +$520K | 0.66% | 26 |
|
|
2018
Q4 | $8.48M | Sell |
54,056
-1,538
| -3% | -$241K | 0.54% | 30 |
|
|
2018
Q3 | $12M | Buy |
55,594
+16,524
| +42% | +$3.55M | 0.72% | 24 |
|
|
2018
Q2 | $7.44M | Buy |
39,070
+10,067
| +35% | +$1.92M | 0.46% | 32 |
|
|
2018
Q1 | $5.05M | Sell |
29,003
-7,015
| -19% | -$1.22M | 0.34% | 35 |
|
|
2017
Q4 | $6.38M | Buy |
36,018
+30,178
| +517% | +$5.34M | 0.45% | 33 |
|
|
2017
Q3 | $907K | Buy |
5,840
+2,340
| +67% | +$363K | 0.08% | 114 |
|
|
2017
Q2 | $507K | Sell |
3,500
-28,244
| -89% | -$4.09M | 0.05% | 136 |
|
|
2017
Q1 | $4.56M | Sell |
31,744
-6,186
| -16% | -$888K | 0.48% | 38 |
|
|
2016
Q4 | $4.39M | Buy |
37,930
+12,043
| +47% | +$1.39M | 0.53% | 35 |
|
|
2016
Q3 | $2.93M | Buy |
25,887
+13,487
| +109% | +$1.52M | 0.44% | 34 |
|
|
2016
Q2 | $1.19M | Buy |
12,400
+1,735
| +16% | +$166K | 0.21% | 99 |
|
|
2016
Q1 | $1.17M | Sell |
10,665
-9,537
| -47% | -$1.04M | 0.24% | 76 |
|
|
2015
Q4 | $2.13M | Buy |
20,202
+4,226
| +26% | +$445K | 0.54% | 35 |
|
|
2015
Q3 | $1.75M | Buy |
15,976
+77
| +0.5% | +$8.44K | 0.53% | 34 |
|
|
2015
Q2 | $1.99M | Buy |
+15,899
| New | +$1.99M | 0.62% | 32 |
|