WP
Wealthspan Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
19,824
-269
| -1% | -$55.2K | 1.68% | 15 |
|
|
2025
Q1 | $4.46M | Sell |
20,093
-406
| -2% | -$90.2K | 2.06% | 12 |
|
|
2024
Q4 | $5.13M | Sell |
20,499
-220
| -1% | -$55.1K | 2.45% | 10 |
|
|
2024
Q3 | $4.83M | Sell |
20,719
-43
| -0.2% | -$10K | 2.38% | 10 |
|
|
2024
Q2 | $4.37M | Sell |
20,762
-130
| -0.6% | -$27.4K | 2.41% | 10 |
|
|
2024
Q1 | $3.58M | Sell |
20,892
-2,931
| -12% | -$503K | 2.11% | 13 |
|
|
2023
Q4 | $4.59M | Sell |
23,823
-49
| -0.2% | -$9.43K | 3.21% | 7 |
|
|
2023
Q3 | $4.09M | Buy |
23,872
+432
| +2% | +$74K | 3.23% | 6 |
|
|
2023
Q2 | $4.55M | Buy |
23,440
+3,878
| +20% | +$752K | 3.59% | 5 |
|
|
2023
Q1 | $3.23M | Sell |
19,562
-102
| -0.5% | -$16.8K | 2.76% | 11 |
|
|
2022
Q4 | $2.55M | Sell |
19,664
-11
| -0.1% | -$1.43K | 2.33% | 12 |
|
|
2022
Q3 | $2.72M | Buy |
19,675
+15
| +0.1% | +$2.07K | 2.81% | 10 |
|
|
2022
Q2 | $2.69M | Sell |
19,660
-112
| -0.6% | -$15.3K | 2.78% | 11 |
|
|
2022
Q1 | $3.45M | Buy |
19,772
+58
| +0.3% | +$10.1K | 3.13% | 10 |
|
|
2021
Q4 | $3.5M | Buy |
+19,714
| New | +$3.5M | 3.09% | 10 |
|