WA
Wealthstar Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
9,027
-26
| -0.3% | -$5.34K | 0.7% | 26 |
|
|
2025
Q1 | $2.01M | Sell |
9,053
-201
| -2% | -$44.6K | 0.92% | 24 |
|
|
2024
Q4 | $2.32M | Buy |
+9,254
| New | +$2.32M | 1.01% | 16 |
|
|
2024
Q2 | $486K | Sell |
2,309
-7,156
| -76% | -$1.51M | 0.39% | 21 |
|
|
2024
Q1 | $1.62M | Buy |
9,465
+54
| +0.6% | +$9.26K | 0.57% | 23 |
|
|
2023
Q4 | $1.81M | Buy |
9,411
+2
| +0% | +$385 | 0.29% | 18 |
|
|
2023
Q3 | $1.61M | Sell |
9,409
-32
| -0.3% | -$5.48K | 0.62% | 21 |
|
|
2023
Q2 | $1.83M | Sell |
9,441
-67
| -0.7% | -$13K | 0.77% | 17 |
|
|
2023
Q1 | $1.57M | Sell |
9,508
-756
| -7% | -$125K | 0.59% | 21 |
|
|
2022
Q4 | $1.33M | Buy |
10,264
+496
| +5% | +$64.5K | 0.61% | 21 |
|
|
2022
Q3 | $1.36M | Buy |
9,768
+582
| +6% | +$80.7K | 0.65% | 21 |
|
|
2022
Q2 | $1.26M | Buy |
9,186
+228
| +3% | +$31.2K | 0.49% | 26 |
|
|
2022
Q1 | $1.58M | Sell |
8,958
-827
| -8% | -$146K | 0.58% | 23 |
|
|
2021
Q4 | $1.74M | Sell |
9,785
-149
| -1% | -$26.5K | 0.6% | 23 |
|
|
2021
Q3 | $1.41M | Sell |
9,934
-351
| -3% | -$49.7K | 0.43% | 32 |
|
|
2021
Q2 | $1.41M | Buy |
+10,285
| New | +$1.41M | 0.44% | 32 |
|
|
2020
Q1 | $713K | Sell |
2,803
-280
| -9% | -$71.2K | 0.5% | 18 |
|
|
2019
Q4 | $905K | Buy |
3,083
+524
| +20% | +$154K | 0.56% | 16 |
|
|
2019
Q3 | $575K | Buy |
2,559
+7
| +0.3% | +$1.57K | 0.32% | 22 |
|
|
2019
Q2 | $506K | Buy |
2,552
+273
| +12% | +$54.1K | 0.3% | 24 |
|
|
2019
Q1 | $434K | Buy |
2,279
+224
| +11% | +$42.7K | 0.27% | 27 |
|
|
2018
Q4 | $323K | Sell |
2,055
-454
| -18% | -$71.4K | 0.24% | 35 |
|
|
2018
Q3 | $565K | Buy |
2,509
+183
| +8% | +$41.2K | 0.33% | 23 |
|
|
2018
Q2 | $486K | Sell |
2,326
-5
| -0.2% | -$1.05K | 0.15% | 27 |
|
|
2018
Q1 | $391K | Buy |
+2,331
| New | +$391K | 0.12% | 28 |
|