WP
WealthSpring Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.4M | Buy |
37,398
+212
| +0.6% | +$36.3K | 4.78% | 7 |
|
|
2023
Q2 | $7.21M | Buy |
37,186
+186
| +0.5% | +$36.1K | 5.22% | 7 |
|
|
2023
Q1 | $6.1M | Buy |
37,000
+14
| +0% | +$2.31K | 4.72% | 7 |
|
|
2022
Q4 | $4.81M | Sell |
36,986
-690
| -2% | -$89.7K | 3.75% | 9 |
|
|
2022
Q3 | $5.21M | Buy |
+37,676
| New | +$5.21M | 4.6% | 7 |
|