WRPWM
Werba Rubin Papier Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Buy |
115,251
+23,968
| +26% | +$4.92M | 4.44% | 5 |
|
|
2025
Q1 | $20.3M | Sell |
91,283
-1,961
| -2% | -$436K | 4.41% | 6 |
|
|
2024
Q4 | $23.4M | Sell |
93,244
-18,812
| -17% | -$4.71M | 5.51% | 4 |
|
|
2024
Q3 | $26.1M | Buy |
112,056
+16,841
| +18% | +$3.92M | 6.12% | 4 |
|
|
2024
Q2 | $20.1M | Sell |
95,215
-5,457
| -5% | -$1.15M | 5.54% | 4 |
|
|
2024
Q1 | $17.3M | Buy |
100,672
+7,232
| +8% | +$1.24M | 5.01% | 5 |
|
|
2023
Q4 | $18M | Sell |
93,440
-370
| -0.4% | -$71.2K | 6.11% | 4 |
|
|
2023
Q3 | $16.1M | Sell |
93,810
-3,305
| -3% | -$566K | 5.72% | 4 |
|
|
2023
Q2 | $18.8M | Buy |
97,115
+56
| +0.1% | +$10.9K | 6.54% | 4 |
|
|
2023
Q1 | $16M | Buy |
97,059
+1,202
| +1% | +$198K | 6.29% | 4 |
|
|
2022
Q4 | $12.5M | Buy |
+95,857
| New | +$12.5M | 5.14% | 6 |
|