WH
Whitcomb & Hess’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Hold |
3,473
| – | – | 0.2% | 31 |
|
|
2025
Q1 | $771K | Sell |
3,473
-32
| -0.9% | -$7.11K | 0.23% | 30 |
|
|
2024
Q4 | $878K | Sell |
3,505
-8
| -0.2% | -$2K | 0.27% | 29 |
|
|
2024
Q3 | $819K | Sell |
3,513
-27
| -0.8% | -$6.29K | 0.24% | 29 |
|
|
2024
Q2 | $746K | Buy |
3,540
+59
| +2% | +$12.4K | 0.23% | 30 |
|
|
2024
Q1 | $597K | Buy |
3,481
+1
| +0% | +$171 | 0.19% | 30 |
|
|
2023
Q4 | $670K | Buy |
3,480
+305
| +10% | +$58.7K | 0.23% | 29 |
|
|
2023
Q3 | $544K | Sell |
3,175
-308
| -9% | -$52.7K | 0.2% | 29 |
|
|
2023
Q2 | $676K | Buy |
3,483
+1
| +0% | +$194 | 0.25% | 28 |
|
|
2023
Q1 | $574K | Sell |
3,482
-129
| -4% | -$21.3K | 0.22% | 28 |
|
|
2022
Q4 | $469K | Buy |
3,611
+42
| +1% | +$5.46K | 0.19% | 27 |
|
|
2022
Q3 | $493K | Sell |
3,569
-268
| -7% | -$37K | 0.22% | 24 |
|
|
2022
Q2 | $525K | Sell |
3,837
-1,123
| -23% | -$154K | 0.23% | 23 |
|
|
2022
Q1 | $866K | Sell |
4,960
-24
| -0.5% | -$4.19K | 0.34% | 18 |
|
|
2021
Q4 | $858K | Buy |
4,984
+86
| +2% | +$14.8K | 0.34% | 20 |
|
|
2021
Q3 | $693K | Buy |
4,898
+3
| +0.1% | +$424 | 0.29% | 20 |
|
|
2021
Q2 | $670K | Buy |
+4,895
| New | +$670K | 0.29% | 20 |
|