Weitzel Financial Services’s Apple AAPL Stock Holding History

Weitzel Financial Services’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,458	Closed	-$248K	–	43
2024 Q1	$248K	Sell	1,458 -532	-27%	-$96.7K	0.13%	33
2023 Q4	$370K	Hold	1,990	–	–	0.2%	27
2023 Q3	$345K	Buy	1,990 +345	+21%	+$63.3K	0.2%	26
2023 Q2	$319K	Sell	1,645 -301	-15%	-$52.4K	0.18%	31
2023 Q1	$323K	Buy	1,946 +302	+18%	+$44.6K	0.19%	28
2022 Q4	$214K	Hold	1,644	–	–	0.14%	30
2022 Q3	$227K	Hold	1,644	–	–	0.16%	32
2022 Q2	$225K	Buy	1,644 +35	+2%	+$5.3K	0.15%	31
2022 Q1	$281K	Hold	1,609	–	–	0.18%	26
2021 Q4	$286K	Buy	+1,609	New	+$254K	0.17%	26
2021 Q3	–	Sell	-239,018	Closed	-$1.61M	–	29
2021 Q2	$1.61M	Buy	+239,018	New	+$31M	0.06%	28

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Weitzel Financial Services's AAPL Position: Q2 2024 in Review

Weitzel Financial Services sold out of Apple (AAPL) in Q2 2024, closing a stake of 1,458 shares — an estimated $248K sold.

Weitzel Financial Services first reported a position in AAPL in Q2 2021 and held it in 11 quarters. The position peaked at $1.61M in Q2 2021. 5,117 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

Weitzel Financial Services reported no remaining Apple position as of Q2 2024 after selling out during the quarter.
Weitzel Financial Services sold 1,458 Apple shares in Q2 2024, an estimated $248K.
Weitzel Financial Services first reported a position in Apple in Q2 2021 and held it in 11 quarters.
Weitzel Financial Services's Apple position peaked at $1.61M in Q2 2021.
5,117 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Weitzel Financial Services's 13F filing for Q2 2024, filed 6 Aug 2024.