WCM
Weaver Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Buy |
31,225
+2,051
| +7% | +$421K | 1.56% | 14 |
|
|
2025
Q1 | $6.48M | Buy |
29,174
+8,659
| +42% | +$1.92M | 1.72% | 11 |
|
|
2024
Q4 | $5.14M | Buy |
20,515
+1,860
| +10% | +$466K | 1.43% | 12 |
|
|
2024
Q3 | $4.35M | Buy |
18,655
+1,046
| +6% | +$244K | 1.3% | 12 |
|
|
2024
Q2 | $3.71M | Sell |
17,609
-113
| -0.6% | -$23.8K | 1.19% | 13 |
|
|
2024
Q1 | $3.04M | Sell |
17,722
-224
| -1% | -$38.4K | 1.04% | 18 |
|
|
2023
Q4 | $3.46M | Buy |
+17,946
| New | +$3.46M | 1.37% | 11 |
|