WFA
West Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
18,194
+1
| +0% | +$205 | 0.65% | 19 |
|
|
2025
Q1 | $4.04M | Sell |
18,193
-236
| -1% | -$52.4K | 0.77% | 19 |
|
|
2024
Q4 | $4.61M | Buy |
18,429
+4,799
| +35% | +$1.2M | 0.89% | 19 |
|
|
2024
Q3 | $3.18M | Buy |
13,630
+418
| +3% | +$97.4K | 0.61% | 20 |
|
|
2024
Q2 | $2.78M | Buy |
13,212
+601
| +5% | +$127K | 0.58% | 21 |
|
|
2024
Q1 | $2.16M | Hold |
12,611
| – | – | 0.46% | 26 |
|
|
2023
Q4 | $2.43M | Sell |
12,611
-81
| -0.6% | -$15.6K | 0.55% | 22 |
|
|
2023
Q3 | $2.17M | Buy |
12,692
+36
| +0.3% | +$6.16K | 0.55% | 20 |
|
|
2023
Q2 | $2.45M | Sell |
12,656
-1,017
| -7% | -$197K | 0.6% | 20 |
|
|
2023
Q1 | $2.25M | Buy |
13,673
+523
| +4% | +$86.2K | 0.59% | 21 |
|
|
2022
Q4 | $1.71M | Sell |
13,150
-2,131
| -14% | -$277K | 0.48% | 22 |
|
|
2022
Q3 | $2.11M | Buy |
15,281
+2
| +0% | +$276 | 0.63% | 21 |
|
|
2022
Q2 | $2.09M | Sell |
15,279
-77
| -0.5% | -$10.5K | 0.61% | 19 |
|
|
2022
Q1 | $2.68M | Buy |
15,356
+46
| +0.3% | +$8.03K | 0.71% | 18 |
|
|
2021
Q4 | $2.72M | Sell |
15,310
-42
| -0.3% | -$7.46K | 0.73% | 16 |
|
|
2021
Q3 | $2.17M | Buy |
15,352
+1
| +0% | +$141 | 0.64% | 16 |
|
|
2021
Q2 | $2.1M | Buy |
15,351
+1
| +0% | +$137 | 0.64% | 16 |
|
|
2021
Q1 | $1.88M | Sell |
15,350
-40
| -0.3% | -$4.89K | 0.63% | 17 |
|
|
2020
Q4 | $2.04M | Buy |
+15,390
| New | +$2.04M | 0.72% | 16 |
|