WMA
West Michigan Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Buy |
46,145
+2,331
| +5% | +$478K | 2.67% | 5 |
|
|
2025
Q1 | $9.73M | Buy |
43,814
+618
| +1% | +$137K | 3.23% | 3 |
|
|
2024
Q4 | $10.8M | Sell |
43,196
-1,236
| -3% | -$310K | 3.27% | 4 |
|
|
2024
Q3 | $10.4M | Sell |
44,432
-1,793
| -4% | -$418K | 3.12% | 4 |
|
|
2024
Q2 | $9.74M | Buy |
46,225
+103
| +0.2% | +$21.7K | 3.1% | 3 |
|
|
2024
Q1 | $7.91M | Buy |
46,122
+1,215
| +3% | +$208K | 2.57% | 7 |
|
|
2023
Q4 | $8.65M | Buy |
44,907
+1,926
| +4% | +$371K | 3.28% | 3 |
|
|
2023
Q3 | $7.36M | Sell |
42,981
-73
| -0.2% | -$12.5K | 3.93% | 2 |
|
|
2023
Q2 | $8.35M | Buy |
43,054
+606
| +1% | +$118K | 3.34% | 2 |
|
|
2023
Q1 | $7M | Buy |
42,448
+7,011
| +20% | +$1.16M | 3.97% | 5 |
|
|
2022
Q4 | $4.6M | Sell |
35,437
-69
| -0.2% | -$8.97K | 3.35% | 8 |
|
|
2022
Q3 | $4.91M | Sell |
35,506
-508
| -1% | -$70.2K | 4.27% | 5 |
|
|
2022
Q2 | $4.92M | Buy |
36,014
+788
| +2% | +$108K | 4.23% | 6 |
|
|
2022
Q1 | $6.15M | Sell |
35,226
-9,846
| -22% | -$1.72M | 4.15% | 6 |
|
|
2021
Q4 | $8M | Buy |
+45,072
| New | +$8M | 5.96% | 4 |
|