Wela Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $496K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $368K | Sell |
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|
2020
Q2 | $377K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $458K | Buy |
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