WCM
Wedge Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
22,286
-256,100
| -92% | -$52.5M | 0.08% | 213 |
|
|
2025
Q1 | $61.8M | Sell |
278,386
-9,569
| -3% | -$2.13M | 1.2% | 1 |
|
|
2024
Q4 | $72.1M | Buy |
287,955
+4,142
| +1% | +$1.04M | 1.3% | 1 |
|
|
2024
Q3 | $66.1M | Sell |
283,813
-61,338
| -18% | -$14.3M | 1.14% | 3 |
|
|
2024
Q2 | $72.7M | Sell |
345,151
-163,132
| -32% | -$34.4M | 1.29% | 5 |
|
|
2024
Q1 | $87.2M | Buy |
508,283
+93,537
| +23% | +$16M | 1.41% | 5 |
|
|
2023
Q4 | $79.9M | Sell |
414,746
-5,611
| -1% | -$1.08M | 1.42% | 6 |
|
|
2023
Q3 | $72M | Sell |
420,357
-26,304
| -6% | -$4.5M | 1.42% | 4 |
|
|
2023
Q2 | $86.6M | Sell |
446,661
-49,921
| -10% | -$9.68M | 1.38% | 2 |
|
|
2023
Q1 | $81.9M | Buy |
496,582
+18,369
| +4% | +$3.03M | 1.38% | 2 |
|
|
2022
Q4 | $62.1M | Buy |
478,213
+107,323
| +29% | +$13.9M | 1% | 9 |
|
|
2022
Q3 | $51.3M | Buy |
370,890
+39,123
| +12% | +$5.41M | 0.87% | 6 |
|
|
2022
Q2 | $45.4M | Sell |
331,767
-7,940
| -2% | -$1.09M | 0.72% | 14 |
|
|
2022
Q1 | $59.3M | Sell |
339,707
-70,316
| -17% | -$12.3M | 0.8% | 10 |
|
|
2021
Q4 | $72.8M | Sell |
410,023
-69,190
| -14% | -$12.3M | 0.9% | 6 |
|
|
2021
Q3 | $67.8M | Buy |
479,213
+4,770
| +1% | +$675K | 0.88% | 13 |
|
|
2021
Q2 | $65M | Sell |
474,443
-55,939
| -11% | -$7.66M | 0.8% | 18 |
|
|
2021
Q1 | $64.8M | Sell |
530,382
-69,793
| -12% | -$8.53M | 0.77% | 26 |
|
|
2020
Q4 | $79.6M | Sell |
600,175
-35,059
| -6% | -$4.65M | 0.92% | 18 |
|
|
2020
Q3 | $73.6M | Buy |
635,234
+458,112
| +259% | +$53.1M | 0.98% | 21 |
|
|
2020
Q2 | $64.6M | Buy |
177,122
+26,671
| +18% | +$9.73M | 0.89% | 20 |
|
|
2020
Q1 | $38.3M | Sell |
150,451
-20,903
| -12% | -$5.32M | 0.66% | 33 |
|
|
2019
Q4 | $50.3M | Buy |
171,354
+162,590
| +1,855% | +$47.7M | 0.56% | 39 |
|
|
2019
Q3 | $1.96M | Hold |
8,764
| – | – | 0.02% | 274 |
|
|
2019
Q2 | $1.74M | Buy |
8,764
+2,639
| +43% | +$522K | 0.02% | 284 |
|
|
2019
Q1 | $1.16M | Sell |
6,125
-233,942
| -97% | -$44.4M | 0.01% | 346 |
|
|
2018
Q4 | $37.9M | Sell |
240,067
-14,082
| -6% | -$2.22M | 0.47% | 58 |
|
|
2018
Q3 | $57.4M | Buy |
254,149
+248,549
| +4,438% | +$56.1M | 0.55% | 46 |
|
|
2018
Q2 | $1.04M | Sell |
5,600
-272,076
| -98% | -$50.4M | 0.01% | 349 |
|
|
2018
Q1 | $46.6M | Sell |
277,676
-95,479
| -26% | -$16M | 0.45% | 63 |
|
|
2017
Q4 | $63.1M | Buy |
373,155
+51,171
| +16% | +$8.66M | 0.57% | 45 |
|
|
2017
Q3 | $49.6M | Sell |
321,984
-62,360
| -16% | -$9.61M | 0.46% | 61 |
|
|
2017
Q2 | $55.4M | Buy |
384,344
+379,986
| +8,719% | +$54.7M | 0.53% | 54 |
|
|
2017
Q1 | $626K | Hold |
4,358
| – | – | 0.01% | 398 |
|
|
2016
Q4 | $505K | Buy |
4,358
+1,540
| +55% | +$178K | ﹤0.01% | 428 |
|
|
2016
Q3 | $319K | Buy |
2,818
+36
| +1% | +$4.08K | ﹤0.01% | 497 |
|
|
2016
Q2 | $266K | Buy |
+2,782
| New | +$266K | ﹤0.01% | 516 |
|
|
2016
Q1 | – | Sell |
-340,565
| Closed | -$35.8M | – | 572 |
|
|
2015
Q4 | $35.8M | Buy |
340,565
+975
| +0.3% | +$103K | 0.38% | 99 |
|
|
2015
Q3 | $37.5M | Sell |
339,590
-56,425
| -14% | -$6.22M | 0.4% | 75 |
|
|
2015
Q2 | $49.7M | Buy |
396,015
+8,750
| +2% | +$1.1M | 0.48% | 64 |
|
|
2015
Q1 | $48.2M | Sell |
387,265
-50,635
| -12% | -$6.3M | 0.48% | 81 |
|
|
2014
Q4 | $48.3M | Sell |
437,900
-47,125
| -10% | -$5.2M | 0.49% | 71 |
|
|
2014
Q3 | $48.9M | Buy |
+485,025
| New | +$48.9M | 0.52% | 60 |
|