WAM
Weinberger Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
12,455
-238
| -2% | -$48.8K | 0.99% | 26 |
|
|
2025
Q1 | $2.82M | Buy |
12,693
+594
| +5% | +$132K | 1.21% | 23 |
|
|
2024
Q4 | $3.03M | Sell |
12,099
-2
| -0% | -$501 | 1.27% | 23 |
|
|
2024
Q3 | $2.82M | Buy |
12,101
+172
| +1% | +$40.1K | 1.2% | 22 |
|
|
2024
Q2 | $2.51M | Buy |
11,929
+2,560
| +27% | +$539K | 1.18% | 22 |
|
|
2024
Q1 | $1.61M | Sell |
9,369
-459
| -5% | -$78.7K | 0.78% | 31 |
|
|
2023
Q4 | $1.89M | Buy |
9,828
+266
| +3% | +$51.2K | 0.97% | 25 |
|
|
2023
Q3 | $1.64M | Sell |
9,562
-1,021
| -10% | -$175K | 0.93% | 25 |
|
|
2023
Q2 | $2.05M | Buy |
10,583
+1,441
| +16% | +$280K | 1.13% | 23 |
|
|
2023
Q1 | $1.51M | Sell |
9,142
-58
| -0.6% | -$9.56K | 0.88% | 27 |
|
|
2022
Q4 | $1.2M | Buy |
9,200
+1,463
| +19% | +$190K | 0.73% | 30 |
|
|
2022
Q3 | $1.07M | Sell |
7,737
-106
| -1% | -$14.6K | 0.74% | 29 |
|
|
2022
Q2 | $1.07M | Buy |
7,843
+636
| +9% | +$87K | 0.71% | 31 |
|
|
2022
Q1 | $1.26M | Sell |
7,207
-178
| -2% | -$31.1K | 1.08% | 20 |
|
|
2021
Q4 | $1.31M | Buy |
+7,385
| New | +$1.31M | 1.07% | 20 |
|