Wealth Management Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13M | Buy |
51,104
+478
| +0.9% | +$124K | 3.71% | 6 |
|
|
2025
Q4 | $13.8M | Sell |
50,626
-1,252
| -2% | -$336K | 3.93% | 6 |
|
|
2025
Q3 | $13.2M | Sell |
51,878
-1,257
| -2% | -$284K | 4.2% | 5 |
|
|
2025
Q2 | $11.2M | Buy |
53,135
+252
| +0.5% | +$50.9K | 3.94% | 6 |
|
|
2025
Q1 | $11.7M | Sell |
52,883
-1,449
| -3% | -$336K | 5.44% | 4 |
|
|
2024
Q4 | $13.6M | Sell |
54,332
-130
| -0.2% | -$30.6K | 5.87% | 3 |
|
|
2024
Q3 | $12.7M | Sell |
54,462
-1,666
| -3% | -$372K | 5.88% | 3 |
|
|
2024
Q2 | $11.8M | Sell |
56,128
-323
| -0.6% | -$60.2K | 5.75% | 3 |
|
|
2024
Q1 | $9.68M | Sell |
56,451
-2,014
| -3% | -$366K | 4.92% | 5 |
|
|
2023
Q4 | $11.3M | Sell |
58,465
-1,063
| -2% | -$196K | 6.28% | 2 |
|
|
2023
Q3 | $10.2M | Sell |
59,528
-1,192
| -2% | -$219K | 6.36% | 2 |
|
|
2023
Q2 | $11.8M | Buy |
60,720
+2,085
| +4% | +$363K | 7.4% | 2 |
|
|
2023
Q1 | $9.67M | Buy |
58,635
+635
| +1% | +$93.7K | 6.76% | 2 |
|
|
2022
Q4 | $7.55M | Sell |
58,000
-2,000
| -3% | -$286K | 6.3% | 3 |
|
|
2022
Q3 | $8.18M | Hold |
60,000
| – | – | 7.19% | 2 |
|
|
2022
Q2 | $8.18M | Sell |
60,000
-1,000
| -2% | -$151K | 7.16% | 1 |
|
|
2022
Q1 | $10.6M | Hold |
61,000
| – | – | 7.55% | 1 |
|
|
2021
Q4 | $10.8M | Sell |
61,000
-611
| -1% | -$96.6K | 7.4% | 1 |
|
|
2021
Q3 | $8.72M | Sell |
61,611
-1,155
| -2% | -$170K | 6.46% | 1 |
|
|
2021
Q2 | $8.6M | Buy |
62,766
+502
| +0.8% | +$65K | 5.99% | 1 |
|
|
2021
Q1 | $7.96M | Buy |
62,264
+1,105
| +2% | +$142K | 5.94% | 1 |
|
|
2020
Q4 | $8.76M | Buy |
+61,159
| New | +$7.36M | 6.86% | 1 |
|
Other funds holding AAPL
VCM
VPM
