WCG
Weaver Consulting Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
35,636
-189
| -0.5% | -$38.8K | 2.02% | 10 |
|
|
2025
Q1 | $7.96M | Sell |
35,825
-329
| -0.9% | -$73.1K | 2.4% | 7 |
|
|
2024
Q4 | $9.05M | Sell |
36,154
-172
| -0.5% | -$43.1K | 2.78% | 5 |
|
|
2024
Q3 | $8.46M | Buy |
36,326
+906
| +3% | +$211K | 2.69% | 5 |
|
|
2024
Q2 | $7.46M | Sell |
35,420
-3,636
| -9% | -$766K | 2.6% | 6 |
|
|
2024
Q1 | $6.7M | Sell |
39,056
-659
| -2% | -$113K | 2.48% | 5 |
|
|
2023
Q4 | $7.65M | Buy |
39,715
+888
| +2% | +$171K | 3.11% | 4 |
|
|
2023
Q3 | $6.65M | Sell |
38,827
-187
| -0.5% | -$32K | 3% | 5 |
|
|
2023
Q2 | $7.57M | Sell |
39,014
-1,374
| -3% | -$267K | 3.34% | 5 |
|
|
2023
Q1 | $6.66M | Buy |
40,388
+5,418
| +15% | +$893K | 3.05% | 5 |
|
|
2022
Q4 | $4.54M | Sell |
34,970
-691
| -2% | -$89.8K | 2.32% | 8 |
|
|
2022
Q3 | $4.93M | Buy |
35,661
+102
| +0.3% | +$14.1K | 2.83% | 7 |
|
|
2022
Q2 | $4.86M | Buy |
35,559
+2,011
| +6% | +$275K | 2.72% | 7 |
|
|
2022
Q1 | $5.86M | Buy |
33,548
+226
| +0.7% | +$39.5K | 2.84% | 7 |
|
|
2021
Q4 | $5.92M | Buy |
33,322
+3,990
| +14% | +$709K | 2.85% | 7 |
|
|
2021
Q3 | $4.15M | Sell |
29,332
-2,530
| -8% | -$358K | 2.25% | 10 |
|
|
2021
Q2 | $4.36M | Sell |
31,862
-2,157
| -6% | -$295K | 2.46% | 8 |
|
|
2021
Q1 | $4.16M | Buy |
34,019
+3,026
| +10% | +$370K | 2.55% | 8 |
|
|
2020
Q4 | $4.11M | Buy |
30,993
+895
| +3% | +$119K | 2.56% | 9 |
|
|
2020
Q3 | $3.49M | Buy |
30,098
+22,728
| +308% | +$2.63M | 2.01% | 10 |
|
|
2020
Q2 | $2.69M | Buy |
7,370
+343
| +5% | +$125K | 1.57% | 12 |
|
|
2020
Q1 | $1.79M | Buy |
7,027
+720
| +11% | +$183K | 1.17% | 20 |
|
|
2019
Q4 | $1.41M | Buy |
6,307
+622
| +11% | +$139K | 0.76% | 31 |
|
|
2019
Q3 | $1.19M | Buy |
5,685
+20
| +0.4% | +$4.18K | 0.63% | 34 |
|
|
2019
Q2 | $1.12M | Sell |
5,665
-27
| -0.5% | -$5.34K | 0.61% | 35 |
|
|
2019
Q1 | $1.1M | Buy |
+5,692
| New | +$1.1M | 0.31% | 64 |
|