WCM
Whitener Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
101,951
-3,151
| -3% | -$646K | 5.54% | 2 |
|
|
2025
Q1 | $23.3M | Sell |
105,102
-2,644
| -2% | -$587K | 6.6% | 1 |
|
|
2024
Q4 | $27M | Sell |
107,746
-2,277
| -2% | -$570K | 7.56% | 1 |
|
|
2024
Q3 | $25.6M | Sell |
110,023
-1,783
| -2% | -$415K | 7.27% | 1 |
|
|
2024
Q2 | $23.5M | Sell |
111,806
-586
| -0.5% | -$123K | 7.13% | 1 |
|
|
2024
Q1 | $19.3M | Sell |
112,392
-4,412
| -4% | -$757K | 6.31% | 1 |
|
|
2023
Q4 | $22.5M | Buy |
116,804
+4,199
| +4% | +$808K | 8.14% | 1 |
|
|
2023
Q3 | $19.3M | Sell |
112,605
-1,310
| -1% | -$224K | 7.72% | 1 |
|
|
2023
Q2 | $22.1M | Sell |
113,915
-2,314
| -2% | -$449K | 8.48% | 1 |
|
|
2023
Q1 | $19.2M | Sell |
116,229
-4,533
| -4% | -$747K | 8.01% | 1 |
|
|
2022
Q4 | $15.7M | Sell |
120,762
-4,292
| -3% | -$558K | 6.85% | 1 |
|
|
2022
Q3 | $17.3M | Sell |
125,054
-6,026
| -5% | -$833K | 8.17% | 1 |
|
|
2022
Q2 | $17.9M | Sell |
131,080
-2,414
| -2% | -$330K | 8.08% | 1 |
|
|
2022
Q1 | $23.3M | Sell |
133,494
-8,727
| -6% | -$1.52M | 8.75% | 1 |
|
|
2021
Q4 | $25.3M | Sell |
142,221
-4,430
| -3% | -$787K | 9.03% | 1 |
|
|
2021
Q3 | $19.5M | Buy |
146,651
+1,802
| +1% | +$239K | 8.95% | 1 |
|
|
2021
Q2 | $19.8M | Sell |
144,849
-4,501
| -3% | -$616K | 7.9% | 1 |
|
|
2021
Q1 | $18.2M | Buy |
149,350
+2,699
| +2% | +$330K | 7.9% | 1 |
|
|
2020
Q4 | $19.5M | Sell |
146,651
-26,318
| -15% | -$3.49M | 8.91% | 1 |
|
|
2020
Q3 | $20M | Buy |
172,969
+126,740
| +274% | +$14.7M | 9.65% | 1 |
|
|
2020
Q2 | $16.9M | Sell |
46,229
-40
| -0.1% | -$14.6K | 8.78% | 1 |
|
|
2020
Q1 | $11.8M | Buy |
46,269
+863
| +2% | +$219K | 7.61% | 1 |
|
|
2019
Q4 | $13.3M | Buy |
45,406
+339
| +0.8% | +$99.5K | 6.91% | 1 |
|
|
2019
Q3 | $10.1M | Sell |
45,067
-309
| -0.7% | -$69.2K | 5.54% | 1 |
|
|
2019
Q2 | $8.98M | Buy |
45,376
+3,306
| +8% | +$654K | 5.11% | 2 |
|
|
2019
Q1 | $7.99M | Sell |
42,070
-1,694
| -4% | -$322K | 5.23% | 2 |
|
|
2018
Q4 | $6.9M | Buy |
43,764
+3,026
| +7% | +$477K | 5.08% | 2 |
|
|
2018
Q3 | $9.2M | Buy |
40,738
+238
| +0.6% | +$53.7K | 6.03% | 2 |
|
|
2018
Q2 | $7.5M | Buy |
40,500
+180
| +0.4% | +$33.3K | 5.89% | 2 |
|
|
2018
Q1 | $6.77M | Buy |
40,320
+8,261
| +26% | +$1.39M | 5.17% | 2 |
|
|
2017
Q4 | $5.43M | Buy |
+32,059
| New | +$5.43M | 4.67% | 3 |
|