WAP
Wealthcare Advisory Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.2M | Buy |
224,975
+9,275
| +4% | +$1.9M | 1.05% | 17 |
|
|
2025
Q1 | $47.9M | Buy |
215,700
+1,090
| +0.5% | +$242K | 1.29% | 13 |
|
|
2024
Q4 | $53.7M | Sell |
214,610
-1,336
| -0.6% | -$335K | 1.49% | 11 |
|
|
2024
Q3 | $50.3M | Sell |
215,946
-2,363
| -1% | -$551K | 1.43% | 11 |
|
|
2024
Q2 | $46M | Buy |
218,309
+16,327
| +8% | +$3.44M | 1.44% | 13 |
|
|
2024
Q1 | $34.6M | Buy |
201,982
+57,456
| +40% | +$9.85M | 1.14% | 20 |
|
|
2023
Q4 | $27.8M | Sell |
144,526
-4,376
| -3% | -$843K | 1.11% | 16 |
|
|
2023
Q3 | $25.5M | Buy |
148,902
+1,303
| +0.9% | +$223K | 1.17% | 14 |
|
|
2023
Q2 | $28.6M | Sell |
147,599
-22,767
| -13% | -$4.42M | 1.28% | 13 |
|
|
2023
Q1 | $28.1M | Buy |
170,366
+725
| +0.4% | +$120K | 1.21% | 14 |
|
|
2022
Q4 | $22M | Buy |
169,641
+7,076
| +4% | +$919K | 1.05% | 19 |
|
|
2022
Q3 | $22.5M | Buy |
162,565
+26,604
| +20% | +$3.68M | 1.28% | 14 |
|
|
2022
Q2 | $18.6M | Buy |
135,961
+5,847
| +4% | +$799K | 1.12% | 21 |
|
|
2022
Q1 | $22.7M | Sell |
130,114
-1,694
| -1% | -$296K | 1.38% | 15 |
|
|
2021
Q4 | $23.4M | Sell |
131,808
-3,762
| -3% | -$668K | 1.4% | 16 |
|
|
2021
Q3 | $19.2M | Sell |
135,570
-269
| -0.2% | -$38.1K | 1.25% | 19 |
|
|
2021
Q2 | $18.6M | Sell |
135,839
-1,554
| -1% | -$213K | 1.25% | 18 |
|
|
2021
Q1 | $16.8M | Buy |
137,393
+20,611
| +18% | +$2.52M | 1.22% | 18 |
|
|
2020
Q4 | $15.5M | Buy |
116,782
+16,937
| +17% | +$2.25M | 1.38% | 18 |
|
|
2020
Q3 | $11.6M | Buy |
99,845
+71,360
| +251% | +$8.26M | 1.27% | 18 |
|
|
2020
Q2 | $10.4M | Buy |
28,485
+70
| +0.2% | +$25.5K | 1.3% | 18 |
|
|
2020
Q1 | $7.23M | Buy |
28,415
+7,604
| +37% | +$1.93M | 1.06% | 18 |
|
|
2019
Q4 | $6.11M | Buy |
20,811
+2,524
| +14% | +$741K | 0.78% | 21 |
|
|
2019
Q3 | $4.1M | Buy |
18,287
+1,566
| +9% | +$351K | 0.59% | 27 |
|
|
2019
Q2 | $3.31M | Buy |
16,721
+2,486
| +17% | +$492K | 0.52% | 31 |
|
|
2019
Q1 | $2.7M | Buy |
14,235
+532
| +4% | +$101K | 0.46% | 33 |
|
|
2018
Q4 | $2.16M | Sell |
13,703
-2,531
| -16% | -$399K | 0.42% | 37 |
|
|
2018
Q3 | $3.67M | Sell |
16,234
-10,524
| -39% | -$2.38M | 0.67% | 26 |
|
|
2018
Q2 | $4.95M | Buy |
26,758
+1,540
| +6% | +$285K | 0.97% | 20 |
|
|
2018
Q1 | $4.23M | Buy |
25,218
+4,774
| +23% | +$801K | 0.96% | 18 |
|
|
2017
Q4 | $3.46M | Buy |
20,444
+11,606
| +131% | +$1.96M | 0.89% | 21 |
|
|
2017
Q3 | $1.36M | Buy |
8,838
+8,519
| +2,671% | +$1.31M | 0.4% | 33 |
|
|
2017
Q2 | $46K | Buy |
319
+47
| +17% | +$6.78K | 0.02% | 50 |
|
|
2017
Q1 | $39K | Sell |
272
-76
| -22% | -$10.9K | 0.02% | 46 |
|
|
2016
Q4 | $40K | Buy |
348
+78
| +29% | +$8.97K | 0.02% | 48 |
|
|
2016
Q3 | $30K | Buy |
270
+2
| +0.7% | +$222 | 0.02% | 43 |
|
|
2016
Q2 | $26K | Buy |
+268
| New | +$26K | 0.02% | 61 |
|