WIA
Wetzel Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
14,408
-91
| -0.6% | -$18.7K | 1.35% | 17 |
|
|
2025
Q1 | $3.22M | Sell |
14,499
-96
| -0.7% | -$21.3K | 1.62% | 21 |
|
|
2024
Q4 | $3.65M | Hold |
14,595
| – | – | 1.82% | 19 |
|
|
2024
Q3 | $3.4M | Buy |
14,595
+700
| +5% | +$163K | 1.71% | 18 |
|
|
2024
Q2 | $2.38M | Sell |
13,895
-210
| -1% | -$36K | 1.36% | 18 |
|
|
2024
Q1 | $2.36M | Sell |
14,105
-394
| -3% | -$65.8K | 1.39% | 18 |
|
|
2023
Q4 | $2.79M | Buy |
+14,499
| New | +$2.79M | 1.71% | 15 |
|