Whelan Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.83M | Buy |
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|
2025
Q2 | $6.35M | Buy |
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|
2025
Q1 | $6.85M | Buy |
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|
2024
Q4 | $7.26M | Buy |
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|
2024
Q3 | $5.02M | Buy |
|
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|
2024
Q2 | $4.38M | Sell |
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|
2024
Q1 | $3.59M | Buy |
|
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|
2023
Q4 | $3.7M | Buy |
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|
2023
Q3 | $3.29M | Buy |
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|
2023
Q2 | $3.56M | Buy |
|
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $208K | Buy |
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