WFWM
Wechter Feldman Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.11M | Sell |
8,124
-1,400
| -15% | -$192K | 0.78% | 12 |
|
|
2021
Q1 | $1.16M | Hold |
9,524
| – | – | 0.86% | 12 |
|
|
2020
Q4 | $1.26M | Hold |
9,524
| – | – | 0.94% | 12 |
|
|
2020
Q3 | $1.1M | Buy |
9,524
+7,270
| +323% | +$842K | 0.87% | 12 |
|
|
2020
Q2 | $822K | Buy |
2,254
+10
| +0.4% | +$3.65K | 0.75% | 14 |
|
|
2020
Q1 | $571K | Sell |
2,244
-795
| -26% | -$202K | 1.39% | 14 |
|
|
2019
Q4 | $892K | Buy |
3,039
+1
| +0% | +$294 | 0.59% | 20 |
|
|
2019
Q3 | $680K | Buy |
3,038
+1
| +0% | +$224 | 0.43% | 21 |
|
|
2019
Q2 | $601K | Buy |
3,037
+2
| +0.1% | +$396 | 0.4% | 22 |
|
|
2019
Q1 | $577K | Buy |
3,035
+1
| +0% | +$190 | 0.38% | 23 |
|
|
2018
Q4 | $479K | Buy |
3,034
+2
| +0.1% | +$316 | 0.46% | 22 |
|
|
2018
Q3 | $685K | Buy |
3,032
+114
| +4% | +$25.8K | 0.42% | 27 |
|
|
2018
Q2 | $540K | Buy |
2,918
+657
| +29% | +$122K | 0.37% | 23 |
|
|
2018
Q1 | $379K | Buy |
2,261
+72
| +3% | +$12.1K | 0.27% | 23 |
|
|
2017
Q4 | $370K | Buy |
2,189
+351
| +19% | +$59.3K | 0.26% | 22 |
|
|
2017
Q3 | $283K | Buy |
1,838
+101
| +6% | +$15.6K | 0.22% | 20 |
|
|
2017
Q2 | $250K | Buy |
1,737
+2
| +0.1% | +$288 | 0.2% | 23 |
|
|
2017
Q1 | $249K | Sell |
1,735
-478
| -22% | -$68.6K | 0.17% | 29 |
|
|
2016
Q4 | $256K | Buy |
+2,213
| New | +$256K | 0.17% | 27 |
|