WPC
Wedmont Private Capital’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5M | Sell |
253,621
-7,097
| -3% | -$1.5M | 2.28% | 10 |
|
|
2025
Q1 | $51.7M | Buy |
260,718
+10,062
| +4% | +$1.99M | 2.65% | 9 |
|
|
2024
Q4 | $59.4M | Buy |
250,656
+21,149
| +9% | +$5.01M | 3.13% | 9 |
|
|
2024
Q3 | $50.9M | Buy |
229,507
+24,928
| +12% | +$5.53M | 2.9% | 9 |
|
|
2024
Q2 | $47.2M | Buy |
204,579
+10,400
| +5% | +$2.4M | 2.97% | 8 |
|
|
2024
Q1 | $32.9M | Buy |
194,179
+1,179
| +0.6% | +$200K | 2.41% | 10 |
|
|
2023
Q4 | $35.8M | Buy |
193,000
+27,547
| +17% | +$5.11M | 2.93% | 8 |
|
|
2023
Q3 | $29.6M | Buy |
165,453
+16,375
| +11% | +$2.93M | 3% | 7 |
|
|
2023
Q2 | $28.4M | Buy |
149,078
+28,329
| +23% | +$5.4M | 3.06% | 7 |
|
|
2023
Q1 | $19.6M | Buy |
120,749
+30,528
| +34% | +$4.95M | 2.58% | 8 |
|
|
2022
Q4 | $11.7M | Sell |
90,221
-13,593
| -13% | -$1.76M | 1.75% | 11 |
|
|
2022
Q3 | $14.3M | Buy |
103,814
+26,385
| +34% | +$3.65M | 2.88% | 9 |
|
|
2022
Q2 | $10.6M | Buy |
77,429
+8,925
| +13% | +$1.22M | 2.28% | 10 |
|
|
2022
Q1 | $12.2M | Buy |
68,504
+3,534
| +5% | +$631K | 2.73% | 7 |
|
|
2021
Q4 | $11.2M | Buy |
+64,970
| New | +$11.2M | 3.45% | 7 |
|