WI
Wedgewood Investors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
11,301
-57
| -0.5% | -$11.7K | 2.67% | 9 |
|
|
2025
Q1 | $2.52M | Sell |
11,358
-243
| -2% | -$54K | 3% | 3 |
|
|
2024
Q4 | $2.91M | Sell |
11,601
-174
| -1% | -$43.6K | 3.42% | 3 |
|
|
2024
Q3 | $2.74M | Sell |
11,775
-300
| -2% | -$69.9K | 3% | 3 |
|
|
2024
Q2 | $2.54M | Buy |
+12,075
| New | +$2.54M | 3.02% | 3 |
|
|
2023
Q4 | $2.32M | Hold |
12,032
| – | – | 2.88% | 4 |
|
|
2023
Q3 | $2.06M | Sell |
12,032
-400
| -3% | -$68.5K | 2.79% | 5 |
|
|
2023
Q2 | $2.41M | Sell |
12,432
-384
| -3% | -$74.5K | 3.09% | 4 |
|
|
2023
Q1 | $2.11M | Buy |
12,816
+83
| +0.7% | +$13.7K | 2.77% | 5 |
|
|
2022
Q4 | $1.65M | Buy |
12,733
+3,326
| +35% | +$432K | 2.18% | 9 |
|
|
2022
Q3 | $1.3M | Hold |
9,407
| – | – | 2% | 10 |
|
|
2022
Q2 | $1.29M | Buy |
9,407
+8
| +0.1% | +$1.09K | 1.82% | 12 |
|
|
2022
Q1 | $1.64M | Hold |
9,399
| – | – | 1.98% | 11 |
|
|
2021
Q4 | $1.67M | Buy |
9,399
+465
| +5% | +$82.6K | 1.97% | 12 |
|
|
2021
Q3 | $1.26M | Hold |
8,934
| – | – | 1.64% | 15 |
|
|
2021
Q2 | $1.22M | Sell |
8,934
-1,000
| -10% | -$137K | 1.54% | 17 |
|
|
2021
Q1 | $1.21M | Buy |
9,934
+1,632
| +20% | +$199K | 1.52% | 17 |
|
|
2020
Q4 | $1.1M | Hold |
8,302
| – | – | 1.44% | 18 |
|
|
2020
Q3 | $961K | Buy |
8,302
+6,539
| +371% | +$757K | 1.44% | 18 |
|
|
2020
Q2 | $643K | Buy |
1,763
+5
| +0.3% | +$1.82K | 1.04% | 32 |
|
|
2020
Q1 | $447K | Sell |
1,758
-370
| -17% | -$94.1K | 0.86% | 34 |
|
|
2019
Q4 | $625K | Hold |
2,128
| – | – | 0.89% | 34 |
|
|
2019
Q3 | $477K | Hold |
2,128
| – | – | 0.71% | 42 |
|
|
2019
Q2 | $421K | Sell |
2,128
-4
| -0.2% | -$791 | 0.6% | 48 |
|
|
2019
Q1 | $405K | Buy |
2,132
+171
| +9% | +$32.5K | 0.63% | 49 |
|
|
2018
Q4 | $309K | Hold |
1,961
| – | – | 0.56% | 55 |
|
|
2018
Q3 | $443K | Hold |
1,961
| – | – | 0.7% | 47 |
|
|
2018
Q2 | $363K | Hold |
1,961
| – | – | 0.62% | 53 |
|
|
2018
Q1 | $329K | Sell |
1,961
-67
| -3% | -$11.2K | 0.28% | 79 |
|
|
2017
Q4 | $343K | Sell |
2,028
-49
| -2% | -$8.29K | 0.28% | 80 |
|
|
2017
Q3 | $320K | Hold |
2,077
| – | – | 0.27% | 85 |
|
|
2017
Q2 | $299K | Hold |
2,077
| – | – | 0.26% | 89 |
|
|
2017
Q1 | $298K | Sell |
2,077
-210
| -9% | -$30.1K | 0.26% | 87 |
|
|
2016
Q4 | $265K | Sell |
2,287
-100
| -4% | -$11.6K | 0.24% | 93 |
|
|
2016
Q3 | $270K | Buy |
+2,387
| New | +$270K | 0.25% | 87 |
|