WMA
Wealth Management Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
64,552
-1,377
| -2% | -$283K | 5.15% | 1 |
|
|
2025
Q1 | $14.6M | Sell |
65,929
-380
| -0.6% | -$84.4K | 6.28% | 1 |
|
|
2024
Q4 | $16.6M | Buy |
66,309
+794
| +1% | +$199K | 7.1% | 1 |
|
|
2024
Q3 | $15.3M | Sell |
65,515
-10,055
| -13% | -$2.34M | 6.71% | 1 |
|
|
2024
Q2 | $15.9M | Hold |
75,570
| – | – | 7.47% | 1 |
|
|
2024
Q1 | $15.9M | Sell |
75,570
-2,792
| -4% | -$588K | 7.47% | 1 |
|
|
2023
Q4 | $15.1M | Sell |
78,362
-381
| -0.5% | -$73.4K | 7.96% | 1 |
|
|
2023
Q3 | $13.5M | Buy |
78,743
+405
| +0.5% | +$69.3K | 7.87% | 1 |
|
|
2023
Q2 | $15.2M | Sell |
78,338
-1,937
| -2% | -$376K | 8.6% | 1 |
|
|
2023
Q1 | $13.2M | Sell |
80,275
-1,568
| -2% | -$259K | 8.17% | 1 |
|
|
2022
Q4 | $10.6M | Buy |
81,843
+386
| +0.5% | +$50.2K | 7.08% | 1 |
|
|
2022
Q3 | $11.3M | Buy |
81,457
+597
| +0.7% | +$82.5K | 7.93% | 1 |
|
|
2022
Q2 | $11.1M | Sell |
80,860
-375
| -0.5% | -$51.3K | 7.54% | 1 |
|
|
2022
Q1 | $14.2M | Sell |
81,235
-1,714
| -2% | -$299K | 8.05% | 1 |
|
|
2021
Q4 | $14.7M | Sell |
82,949
-7,443
| -8% | -$1.32M | 7.92% | 1 |
|
|
2021
Q3 | $12.8M | Sell |
90,392
-338
| -0.4% | -$47.8K | 7.48% | 1 |
|
|
2021
Q2 | $12.4M | Buy |
90,730
+31
| +0% | +$4.25K | 7.05% | 1 |
|
|
2021
Q1 | $11.1M | Buy |
90,699
+260
| +0.3% | +$31.8K | 7.03% | 1 |
|
|
2020
Q4 | $12M | Buy |
90,439
+897
| +1% | +$119K | 7.88% | 1 |
|
|
2020
Q3 | $10.4M | Buy |
89,542
+64,800
| +262% | +$7.5M | 8.01% | 1 |
|
|
2020
Q2 | $9.03M | Buy |
24,742
+1,386
| +6% | +$506K | 7.61% | 1 |
|
|
2020
Q1 | $5.94M | Sell |
23,356
-635
| -3% | -$161K | 6% | 2 |
|
|
2019
Q4 | $7.05M | Sell |
23,991
-186
| -0.8% | -$54.6K | 5.04% | 3 |
|
|
2019
Q3 | $5.42M | Buy |
24,177
+1,754
| +8% | +$393K | 4.36% | 3 |
|
|
2019
Q2 | $4.44M | Buy |
22,423
+795
| +4% | +$157K | 4.42% | 3 |
|
|
2019
Q1 | $4.11M | Sell |
21,628
-32
| -0.1% | -$6.08K | 4.48% | 3 |
|
|
2018
Q4 | $3.42M | Buy |
+21,660
| New | +$3.42M | 4.6% | 3 |
|