WAM
WFA Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
34,708
-2,022
| -6% | -$426K | 4.13% | 9 |
|
|
2025
Q1 | $6.3M | Buy |
36,730
+4,121
| +13% | +$707K | 3.29% | 10 |
|
|
2024
Q4 | $8.17M | Sell |
32,609
-1,552
| -5% | -$389K | 4.41% | 9 |
|
|
2024
Q3 | $7.96M | Sell |
34,161
-547
| -2% | -$127K | 4.32% | 9 |
|
|
2024
Q2 | $7.31M | Sell |
34,708
-2,022
| -6% | -$426K | 4.13% | 9 |
|
|
2024
Q1 | $6.3M | Sell |
36,730
-1,479
| -4% | -$254K | 3.29% | 10 |
|
|
2023
Q4 | $7.36M | Sell |
38,209
-323
| -0.8% | -$62.2K | 4.02% | 9 |
|
|
2023
Q3 | $6.6M | Buy |
38,532
+499
| +1% | +$85.4K | 3.91% | 8 |
|
|
2023
Q2 | $7.38M | Sell |
38,033
-166
| -0.4% | -$32.2K | 4.37% | 7 |
|
|
2023
Q1 | $6.3M | Buy |
38,199
+574
| +2% | +$94.7K | 3.87% | 9 |
|
|
2022
Q4 | $4.89M | Buy |
37,625
+1,660
| +5% | +$216K | 3.21% | 8 |
|
|
2022
Q3 | $4.97M | Buy |
35,965
+97
| +0.3% | +$13.4K | 3.54% | 9 |
|
|
2022
Q2 | $4.9M | Buy |
35,868
+50
| +0.1% | +$6.84K | 3.43% | 9 |
|
|
2022
Q1 | $6.25M | Sell |
35,818
-171
| -0.5% | -$29.9K | 4.1% | 9 |
|
|
2021
Q4 | $6.39M | Buy |
+35,989
| New | +$6.39M | 4.17% | 9 |
|