WMS
Wealth Management Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.59M | Buy |
15,147
+10
| +0.1% | +$1.71K | 1.78% | 10 |
|
|
2023
Q2 | $2.94M | Sell |
15,137
-2,235
| -13% | -$434K | 1.91% | 10 |
|
|
2023
Q1 | $2.86M | Sell |
17,372
-591
| -3% | -$97.5K | 1.65% | 11 |
|
|
2022
Q4 | $2.33M | Sell |
17,963
-691
| -4% | -$89.8K | 1.23% | 15 |
|
|
2022
Q3 | $2.58M | Buy |
18,654
+13
| +0.1% | +$1.8K | 1.5% | 13 |
|
|
2022
Q2 | $2.55M | Sell |
18,641
-397
| -2% | -$54.3K | 1.44% | 16 |
|
|
2022
Q1 | $3.32M | Buy |
19,038
+63
| +0.3% | +$11K | 1.73% | 18 |
|
|
2021
Q4 | $3.37M | Buy |
+18,975
| New | +$3.37M | 1.73% | 14 |
|