WMR
Wealth Management Resources’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,575
| Closed | -$1.3M | – | 34 |
|
|
2024
Q1 | $1.3M | Buy |
7,575
+18
| +0.2% | +$3.09K | 0.56% | 26 |
|
|
2023
Q4 | $1.46M | Buy |
7,557
+807
| +12% | +$155K | 0.68% | 24 |
|
|
2023
Q3 | $1.16M | Buy |
6,750
+89
| +1% | +$15.2K | 0.56% | 23 |
|
|
2023
Q2 | $1.29M | Buy |
6,661
+244
| +4% | +$47.3K | 0.75% | 21 |
|
|
2023
Q1 | $1.06M | Buy |
6,417
+29
| +0.5% | +$4.78K | 0.65% | 20 |
|
|
2022
Q4 | $830K | Buy |
6,388
+9
| +0.1% | +$1.17K | 0.54% | 22 |
|
|
2022
Q3 | $881K | Buy |
6,379
+38
| +0.6% | +$5.25K | 0.59% | 21 |
|
|
2022
Q2 | $867K | Buy |
6,341
+9
| +0.1% | +$1.23K | 0.53% | 22 |
|
|
2022
Q1 | $1.11M | Buy |
+6,332
| New | +$1.11M | 0.76% | 19 |
|