WS
Wela Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
2,331
-31
| -1% | -$6.36K | 0.19% | 40 |
|
|
2025
Q1 | $525K | Buy |
+2,362
| New | +$525K | 0.22% | 35 |
|
|
2024
Q4 | – | Sell |
-2,344
| Closed | -$546K | – | 54 |
|
|
2024
Q3 | $546K | Sell |
2,344
-4
| -0.2% | -$932 | 0.24% | 28 |
|
|
2024
Q2 | $495K | Sell |
2,348
-50
| -2% | -$10.5K | 0.23% | 32 |
|
|
2024
Q1 | $411K | Buy |
2,398
+249
| +12% | +$42.7K | 0.19% | 39 |
|
|
2023
Q4 | $414K | Sell |
2,149
-289
| -12% | -$55.6K | 0.22% | 35 |
|
|
2023
Q3 | $417K | Sell |
2,438
-118
| -5% | -$20.2K | 0.25% | 32 |
|
|
2023
Q2 | $496K | Sell |
2,556
-105
| -4% | -$20.4K | 0.38% | 25 |
|
|
2023
Q1 | $439K | Sell |
2,661
-97
| -4% | -$16K | 0.23% | 30 |
|
|
2022
Q4 | $358K | Buy |
2,758
+276
| +11% | +$35.8K | 0.2% | 37 |
|
|
2022
Q3 | $343K | Sell |
2,482
-3
| -0.1% | -$415 | 0.23% | 29 |
|
|
2022
Q2 | $340K | Buy |
2,485
+196
| +9% | +$26.8K | 0.2% | 30 |
|
|
2022
Q1 | $400K | Buy |
2,289
+6
| +0.3% | +$1.05K | 0.21% | 30 |
|
|
2021
Q4 | $405K | Sell |
2,283
-1,014
| -31% | -$180K | 0.2% | 29 |
|
|
2021
Q3 | $467K | Hold |
3,297
| – | – | 0.24% | 28 |
|
|
2021
Q2 | $452K | Buy |
3,297
+118
| +4% | +$16.2K | 0.18% | 29 |
|
|
2021
Q1 | $388K | Sell |
3,179
-106
| -3% | -$12.9K | 0.21% | 30 |
|
|
2020
Q4 | $436K | Buy |
3,285
+111
| +3% | +$14.7K | 0.25% | 27 |
|
|
2020
Q3 | $368K | Buy |
3,174
+2,142
| +208% | +$248K | 0.23% | 28 |
|
|
2020
Q2 | $377K | Buy |
+1,032
| New | +$377K | 0.24% | 31 |
|
|
2018
Q2 | – | Sell |
-2,732
| Closed | -$458K | – | 30 |
|
|
2018
Q1 | $458K | Buy |
+2,732
| New | +$458K | 0.37% | 29 |
|