WMWM
Whitaker-Myers Wealth Managers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Sell |
16,119
-2,439
| -13% | -$500K | 0.83% | 19 |
|
|
2025
Q1 | $4.12M | Buy |
18,558
+328
| +2% | +$72.9K | 1.16% | 18 |
|
|
2024
Q4 | $4.57M | Buy |
18,230
+2,330
| +15% | +$583K | 1.33% | 18 |
|
|
2024
Q3 | $3.7M | Buy |
15,900
+519
| +3% | +$121K | 1.23% | 17 |
|
|
2024
Q2 | $3.24M | Buy |
15,381
+1,284
| +9% | +$270K | 1.2% | 17 |
|
|
2024
Q1 | $2.42M | Buy |
14,097
+2,399
| +21% | +$411K | 1.02% | 14 |
|
|
2023
Q4 | $2.25M | Buy |
11,698
+1,081
| +10% | +$208K | 1.12% | 15 |
|
|
2023
Q3 | $1.82M | Buy |
10,617
+1,176
| +12% | +$201K | 1.13% | 17 |
|
|
2023
Q2 | $1.83M | Buy |
9,441
+621
| +7% | +$120K | 1.23% | 21 |
|
|
2023
Q1 | $1.45M | Buy |
8,820
+238
| +3% | +$39.2K | 1.13% | 24 |
|
|
2022
Q4 | $1.12M | Buy |
+8,582
| New | +$1.12M | 1.07% | 27 |
|