WFL
Wealth Forward LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
12,866
+491
| +4% | +$101K | 1.77% | 11 |
|
|
2025
Q1 | $2.75M | Buy |
12,375
+11
| +0.1% | +$2.44K | 1.96% | 11 |
|
|
2024
Q4 | $3.1M | Sell |
12,364
-219
| -2% | -$54.8K | 2.18% | 11 |
|
|
2024
Q3 | $2.93M | Buy |
12,583
+901
| +8% | +$210K | 2.06% | 11 |
|
|
2024
Q2 | $2.46M | Sell |
11,682
-55
| -0.5% | -$11.6K | 1.92% | 11 |
|
|
2024
Q1 | $2.01M | Sell |
11,737
-112
| -0.9% | -$19.2K | 1.58% | 11 |
|
|
2023
Q4 | $2.28M | Buy |
+11,849
| New | +$2.28M | 1.93% | 11 |
|