WealthSource Partners’s Apple AAPL Stock Holding History

WealthSource Partners’s Portfolio AAPL Stock Details AAPL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$28.7M	Sell	148,927 -6,622	-4%	-$1.27M	1.87%	10
2023 Q3	$26.6M	Sell	155,549 -15,630	-9%	-$2.68M	1.82%	11
2023 Q2	$33.2M	Sell	171,179 -5,924	-3%	-$1.15M	2.19%	9
2023 Q1	$29.2M	Sell	177,103 -12,271	-6%	-$2.02M	1.98%	11
2022 Q4	$24.6M	Sell	189,374 -25,173	-12%	-$3.27M	1.74%	10
2022 Q3	$29.7M	Sell	214,547 -17,826	-8%	-$2.46M	2.2%	8
2022 Q2	$31.8M	Sell	232,373 -59,615	-20%	-$8.15M	2.32%	6
2022 Q1	$51M	Buy	291,988 +109,181	+60%	+$19.1M	3.44%	5
2021 Q4	$32.5M	Sell	182,807 -8,928	-5%	-$1.59M	2.59%	7
2021 Q3	$27.1M	Sell	191,735 -8,994	-4%	-$1.27M	2.37%	8
2021 Q2	$27.5M	Sell	200,729 -2,514	-1%	-$344K	2.44%	9
2021 Q1	$24.8M	Buy	203,243 +15,264	+8%	+$1.86M	2.48%	10
2020 Q4	$24.9M	Sell	187,979 -25,354	-12%	-$3.36M	2.91%	8
2020 Q3	$24.7M	Buy	213,333 +156,804	+277%	+$18.2M	3.3%	8
2020 Q2	$20.6M	Sell	56,529 -2,614	-4%	-$954K	2.97%	8
2020 Q1	$15M	Sell	59,143 -4,171	-7%	-$1.06M	2.37%	12
2019 Q4	$18.6M	Sell	63,314 -2,420	-4%	-$711K	2.44%	9
2019 Q3	$14.7M	Buy	65,734 +692	+1%	+$155K	2.21%	4
2019 Q2	$12.9M	Buy	65,042 +14,346	+28%	+$2.84M	2.03%	4
2019 Q1	$9.63M	Buy	50,696 +10,072	+25%	+$1.91M	2.18%	3
2018 Q4	$6.41M	Buy	40,624 +47	+0.1%	+$7.41K	1.84%	8
2018 Q3	$9.16M	Buy	40,577 +2,157	+6%	+$487K	2.39%	4
2018 Q2	$7.11M	Buy	38,420 +3,350	+10%	+$620K	1.99%	8
2018 Q1	$5.88M	Buy	35,070 +5,457	+18%	+$916K	1.79%	11
2017 Q4	$5.01M	Buy	29,613 +125	+0.4%	+$21.2K	1.55%	12
2017 Q3	$4.55M	Sell	29,488 -204	-0.7%	-$31.4K	1.5%	11
2017 Q2	$4.28M	Sell	29,692 -759	-2%	-$109K	1.46%	10
2017 Q1	$4.38M	Buy	30,451 +1,511	+5%	+$217K	1.61%	9
2016 Q4	$3.35M	Sell	28,940 -2,989	-9%	-$346K	1.41%	17
2016 Q3	$3.61M	Sell	31,929 -29,298	-48%	-$3.31M	1.32%	15
2016 Q2	$5.85M	Sell	61,227 -1,179	-2%	-$113K	2.18%	7
2016 Q1	$6.8M	Buy	+62,406	New	+$6.8M	2.78%	7