WWM
Western Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.2M | Buy |
259,165
+1,360
| +0.5% | +$279K | 3.16% | 2 |
|
|
2025
Q1 | $57.3M | Sell |
257,805
-1,207
| -0.5% | -$268K | 3.79% | 2 |
|
|
2024
Q4 | $64.9M | Sell |
259,012
-60,385
| -19% | -$15.1M | 4.23% | 2 |
|
|
2024
Q3 | $74.4M | Buy |
319,397
+53,427
| +20% | +$12.4M | 4.24% | 1 |
|
|
2024
Q2 | $56M | Sell |
265,970
-1,628
| -0.6% | -$343K | 4.15% | 2 |
|
|
2024
Q1 | $45.9M | Sell |
267,598
-67,308
| -20% | -$11.5M | 3.57% | 2 |
|
|
2023
Q4 | $64.5M | Sell |
334,906
-13,395
| -4% | -$2.58M | 4.65% | 1 |
|
|
2023
Q3 | $59.6M | Sell |
348,301
-3,320
| -0.9% | -$568K | 5.04% | 1 |
|
|
2023
Q2 | $68.2M | Sell |
351,621
-892
| -0.3% | -$173K | 5.82% | 1 |
|
|
2023
Q1 | $58.1M | Sell |
352,513
-2,853
| -0.8% | -$470K | 5.41% | 1 |
|
|
2022
Q4 | $46.2M | Sell |
355,366
-303,466
| -46% | -$39.4M | 4.72% | 1 |
|
|
2022
Q3 | $92.2M | Buy |
658,832
+12,139
| +2% | +$1.7M | 5.28% | 1 |
|
|
2022
Q2 | $89.1M | Buy |
646,693
+2,996
| +0.5% | +$413K | 5.11% | 1 |
|
|
2022
Q1 | $112M | Buy |
643,697
+349,461
| +119% | +$61M | 5.45% | 1 |
|
|
2021
Q4 | $52.3M | Buy |
+294,236
| New | +$52.3M | 5.16% | 1 |
|
|
2021
Q2 | $43.8M | Buy |
319,432
+28,111
| +10% | +$3.85M | 4.5% | 1 |
|
|
2021
Q1 | $35.6M | Sell |
291,321
-3,720
| -1% | -$454K | 4.78% | 2 |
|
|
2020
Q4 | $39.1M | Buy |
295,041
+6,415
| +2% | +$851K | 5.75% | 2 |
|
|
2020
Q3 | $33.4M | Buy |
288,626
+215,398
| +294% | +$24.9M | 5.46% | 2 |
|
|
2020
Q2 | $26.7M | Buy |
73,228
+1,487
| +2% | +$543K | 4.85% | 2 |
|
|
2020
Q1 | $18.2M | Buy |
71,741
+222
| +0.3% | +$56.4K | 4.18% | 2 |
|
|
2019
Q4 | $21M | Buy |
71,519
+1,367
| +2% | +$401K | 3.18% | 1 |
|
|
2019
Q3 | $15.7M | Sell |
70,152
-5,614
| -7% | -$1.26M | 3.27% | 2 |
|
|
2019
Q2 | $14.9M | Buy |
75,766
+4,490
| +6% | +$884K | 1.96% | 12 |
|
|
2019
Q1 | $13.5M | Sell |
71,276
-1,359
| -2% | -$258K | 3.01% | 3 |
|
|
2018
Q4 | $11.5M | Buy |
+72,635
| New | +$11.5M | 3.09% | 2 |
|