WFA
Websterrogers Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
6,193
-257
| -4% | -$52.7K | 0.4% | 38 |
|
|
2025
Q1 | $1.43M | Sell |
6,450
-386
| -6% | -$85.7K | 0.49% | 34 |
|
|
2024
Q4 | $1.71M | Buy |
6,836
+2,329
| +52% | +$583K | 0.59% | 32 |
|
|
2024
Q3 | $1.05M | Sell |
4,507
-103
| -2% | -$24K | 0.37% | 40 |
|
|
2024
Q2 | $971K | Sell |
4,610
-731
| -14% | -$154K | 0.35% | 40 |
|
|
2024
Q1 | $916K | Sell |
5,341
-886
| -14% | -$152K | 0.33% | 43 |
|
|
2023
Q4 | $1.2M | Buy |
6,227
+950
| +18% | +$183K | 0.5% | 30 |
|
|
2023
Q3 | $904K | Sell |
5,277
-4
| -0.1% | -$685 | 0.4% | 37 |
|
|
2023
Q2 | $1.02M | Sell |
5,281
-506
| -9% | -$98.2K | 0.45% | 32 |
|
|
2023
Q1 | $954K | Sell |
5,787
-127
| -2% | -$20.9K | 0.44% | 34 |
|
|
2022
Q4 | $768K | Sell |
5,914
-1,138
| -16% | -$148K | 0.37% | 37 |
|
|
2022
Q3 | $975K | Sell |
7,052
-271
| -4% | -$37.5K | 0.51% | 23 |
|
|
2022
Q2 | $1M | Sell |
7,323
-3,205
| -30% | -$438K | 0.49% | 24 |
|
|
2022
Q1 | $1.84M | Buy |
10,528
+8,045
| +324% | +$1.4M | 0.94% | 19 |
|
|
2021
Q4 | $441K | Sell |
2,483
-687
| -22% | -$122K | 0.1% | 48 |
|
|
2021
Q3 | $449K | Sell |
3,170
-1,709
| -35% | -$242K | 0.1% | 42 |
|
|
2021
Q2 | $695K | Sell |
4,879
-99
| -2% | -$14.1K | 0.17% | 39 |
|
|
2021
Q1 | $608K | Buy |
4,978
+157
| +3% | +$19.2K | 0.16% | 35 |
|
|
2020
Q4 | $616K | Buy |
+4,821
| New | +$616K | 0.18% | 33 |
|