WG
Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
50,949
-24,391
| -32% | -$5M | 10.37% | 1 |
|
|
2025
Q1 | $16.7M | Buy |
75,340
+1,344
| +2% | +$299K | 10.85% | 1 |
|
|
2024
Q4 | $18.5M | Sell |
73,996
-219
| -0.3% | -$54.8K | 11.99% | 1 |
|
|
2024
Q3 | $17.3M | Buy |
74,215
+673
| +0.9% | +$157K | 11.6% | 1 |
|
|
2024
Q2 | $15.5M | Buy |
73,542
+3,778
| +5% | +$796K | 11.12% | 1 |
|
|
2024
Q1 | $12M | Buy |
+69,764
| New | +$12M | 9.03% | 1 |
|