WG
Welch Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77M | Buy |
375,181
+14,459
| +4% | +$2.97M | 3.22% | 4 |
|
|
2025
Q1 | $78.6M | Sell |
360,722
-575
| -0.2% | -$125K | 3.46% | 2 |
|
|
2024
Q4 | $91.1M | Sell |
361,297
-2,624
| -0.7% | -$662K | 4.1% | 1 |
|
|
2024
Q3 | $84.8M | Sell |
363,921
-2,079
| -0.6% | -$484K | 3.69% | 3 |
|
|
2024
Q2 | $77.1M | Buy |
366,000
+7,742
| +2% | +$1.63M | 3.7% | 3 |
|
|
2024
Q1 | $61.4M | Sell |
358,258
-9,451
| -3% | -$1.62M | 3.05% | 7 |
|
|
2023
Q4 | $70.8M | Sell |
367,709
-2,151
| -0.6% | -$414K | 3.81% | 3 |
|
|
2023
Q3 | $63.3M | Sell |
369,860
-6,397
| -2% | -$1.1M | 3.75% | 3 |
|
|
2023
Q2 | $73M | Sell |
376,257
-4,639
| -1% | -$900K | 4.18% | 2 |
|
|
2023
Q1 | $62.8M | Sell |
380,896
-6,371
| -2% | -$1.05M | 3.65% | 3 |
|
|
2022
Q4 | $50.3M | Buy |
387,267
+6,043
| +2% | +$785K | 2.88% | 14 |
|
|
2022
Q3 | $52.7M | Buy |
381,224
+4,875
| +1% | +$674K | 3.43% | 2 |
|
|
2022
Q2 | $51.5M | Buy |
376,349
+9,042
| +2% | +$1.24M | 3.14% | 5 |
|
|
2022
Q1 | $64.1M | Buy |
367,307
+3,527
| +1% | +$616K | 3.66% | 3 |
|
|
2021
Q4 | $64.6M | Buy |
363,780
+3,143
| +0.9% | +$558K | 3.78% | 3 |
|
|
2021
Q3 | $51M | Sell |
360,637
-3,493
| -1% | -$494K | 3.45% | 3 |
|
|
2021
Q2 | $49.9M | Buy |
364,130
+1,421
| +0.4% | +$195K | 3.4% | 3 |
|
|
2021
Q1 | $44.3M | Sell |
362,709
-9,460
| -3% | -$1.16M | 3.19% | 4 |
|
|
2020
Q4 | $49.4M | Sell |
372,169
-5,716
| -2% | -$758K | 3.96% | 3 |
|
|
2020
Q3 | $43.8M | Buy |
377,885
+283,583
| +301% | +$32.8M | 3.82% | 3 |
|
|
2020
Q2 | $34.4M | Buy |
94,302
+67,131
| +247% | +$24.5M | 3.21% | 7 |
|
|
2020
Q1 | $6.91M | Buy |
27,171
+2,806
| +12% | +$714K | 0.74% | 32 |
|
|
2019
Q4 | $7.16M | Sell |
24,365
-572
| -2% | -$168K | 0.7% | 33 |
|
|
2019
Q3 | $5.59M | Sell |
24,937
-184
| -0.7% | -$41.2K | 0.57% | 34 |
|
|
2019
Q2 | $4.97M | Buy |
25,121
+544
| +2% | +$108K | 0.53% | 34 |
|
|
2019
Q1 | $4.67M | Buy |
24,577
+558
| +2% | +$106K | 0.51% | 34 |
|
|
2018
Q4 | $3.79M | Buy |
24,019
+204
| +0.9% | +$32.2K | 0.46% | 36 |
|
|
2018
Q3 | $5.38K | Buy |
23,815
+735
| +3% | +$166 | 0.56% | 36 |
|
|
2018
Q2 | $4.27M | Sell |
23,080
-114
| -0.5% | -$21.1K | 0.53% | 34 |
|
|
2018
Q1 | $3.89M | Buy |
23,194
+1,852
| +9% | +$311K | 0.49% | 35 |
|
|
2017
Q4 | $3.61M | Buy |
21,342
+782
| +4% | +$132K | 0.56% | 35 |
|
|
2017
Q3 | $3.17M | Sell |
20,560
-1,186
| -5% | -$183K | 0.53% | 35 |
|
|
2017
Q2 | $3.13M | Buy |
21,746
+7,009
| +48% | +$1.01M | 0.52% | 35 |
|
|
2017
Q1 | $2.12M | Buy |
14,737
+266
| +2% | +$38.2K | 0.4% | 38 |
|
|
2016
Q4 | $1.68M | Sell |
14,471
-1,158
| -7% | -$134K | 0.33% | 38 |
|
|
2016
Q3 | $1.77M | Buy |
15,629
+1,996
| +15% | +$226K | 0.35% | 38 |
|
|
2016
Q2 | $1.3M | Sell |
13,633
-2,898
| -18% | -$277K | 0.27% | 39 |
|
|
2016
Q1 | $1.8M | Buy |
16,531
+565
| +4% | +$61.6K | 0.3% | 43 |
|
|
2015
Q4 | $1.68M | Buy |
15,966
+237
| +2% | +$25K | 0.3% | 44 |
|
|
2015
Q3 | $1.74M | Buy |
15,729
+239
| +2% | +$26.4K | 0.34% | 41 |
|
|
2015
Q2 | $1.97M | Buy |
15,490
+92
| +0.6% | +$11.7K | 0.37% | 42 |
|
|
2015
Q1 | $1.92K | Buy |
15,398
+888
| +6% | +$110 | 0.35% | 42 |
|
|
2014
Q4 | $1.6M | Sell |
14,510
-1,714
| -11% | -$189K | 0.31% | 40 |
|
|
2014
Q3 | $1.64M | Buy |
16,224
+788
| +5% | +$79.4K | 0.34% | 40 |
|
|
2014
Q2 | $1.43M | Buy |
15,436
+13,002
| +534% | +$1.21M | 0.3% | 45 |
|
|
2014
Q1 | $1.31M | Sell |
2,434
-174
| -7% | -$93.4K | 0.3% | 43 |
|
|
2013
Q4 | $1.46M | Buy |
2,608
+139
| +6% | +$78K | 0.33% | 40 |
|
|
2013
Q3 | $1.18M | Buy |
2,469
+9
| +0.4% | +$4.29K | 0.29% | 43 |
|
|
2013
Q2 | $976K | Buy |
+2,460
| New | +$976K | 0.25% | 44 |
|