WFS
Weitzel Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,458
| Closed | -$248K | – | 43 |
|
|
2024
Q1 | $248K | Sell |
1,458
-532
| -27% | -$90.4K | 0.13% | 33 |
|
|
2023
Q4 | $370K | Hold |
1,990
| – | – | 0.2% | 27 |
|
|
2023
Q3 | $345K | Buy |
1,990
+345
| +21% | +$59.7K | 0.2% | 26 |
|
|
2023
Q2 | $319K | Sell |
1,645
-301
| -15% | -$58.4K | 0.18% | 31 |
|
|
2023
Q1 | $323K | Buy |
1,946
+302
| +18% | +$50.2K | 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% | +$4.79K | 0.15% | 30 |
|
|
2022
Q1 | $281K | Hold |
1,609
| – | – | 0.18% | 26 |
|
|
2021
Q4 | $286K | Buy |
+1,609
| New | +$286K | 0.17% | 26 |
|
|
2021
Q3 | – | Sell |
-239,018
| Closed | -$1.61M | – | 29 |
|
|
2021
Q2 | $1.61M | Buy |
+239,018
| New | +$1.61M | 0.06% | 28 |
|