WTC
WhitTier Trust Company’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224M | Sell |
1,091,605
-39,287
| -3% | -$8.06M | 5.08% | 2 |
|
|
2025
Q1 | $251M | Buy |
1,130,892
+13,476
| +1% | +$2.99M | 6.34% | 1 |
|
|
2024
Q4 | $280M | Buy |
1,117,416
+27,174
| +2% | +$6.8M | 6.87% | 1 |
|
|
2024
Q3 | $254M | Buy |
1,090,242
+30,346
| +3% | +$7.07M | 6.56% | 2 |
|
|
2024
Q2 | $223M | Buy |
1,059,896
+17,204
| +2% | +$3.62M | 6.21% | 2 |
|
|
2024
Q1 | $179M | Buy |
1,042,692
+16,545
| +2% | +$2.84M | 5.13% | 2 |
|
|
2023
Q4 | $198M | Sell |
1,026,147
-17,286
| -2% | -$3.33M | 6.32% | 2 |
|
|
2023
Q3 | $179M | Sell |
1,043,433
-12,554
| -1% | -$2.15M | 6.33% | 2 |
|
|
2023
Q2 | $205M | Buy |
1,055,987
+12,307
| +1% | +$2.39M | 6.93% | 1 |
|
|
2023
Q1 | $172M | Buy |
1,043,680
+2,255
| +0.2% | +$372K | 6.32% | 1 |
|
|
2022
Q4 | $135M | Sell |
1,041,425
-16,624
| -2% | -$2.16M | 5.34% | 2 |
|
|
2022
Q3 | $146M | Buy |
1,058,049
+12,582
| +1% | +$1.74M | 6.23% | 1 |
|
|
2022
Q2 | $143M | Buy |
1,045,467
+38,732
| +4% | +$5.3M | 5.9% | 2 |
|
|
2022
Q1 | $176M | Buy |
1,006,735
+51,085
| +5% | +$8.92M | 6.38% | 2 |
|
|
2021
Q4 | $170M | Buy |
955,650
+21,640
| +2% | +$3.84M | 6.2% | 2 |
|
|
2021
Q3 | $132M | Buy |
934,010
+5,490
| +0.6% | +$777K | 5.41% | 2 |
|
|
2021
Q2 | $127M | Sell |
928,520
-25,408
| -3% | -$3.48M | 5.29% | 2 |
|
|
2021
Q1 | $117M | Buy |
953,928
+11,493
| +1% | +$1.4M | 5.21% | 2 |
|
|
2020
Q4 | $125M | Sell |
942,435
-1,007
| -0.1% | -$134K | 6.26% | 1 |
|
|
2020
Q3 | $109M | Buy |
943,442
+705,059
| +296% | +$81.7M | 6.3% | 1 |
|
|
2020
Q2 | $87M | Buy |
238,383
+4,451
| +2% | +$1.62M | 5.48% | 1 |
|
|
2020
Q1 | $59.5M | Buy |
233,932
+937
| +0.4% | +$238K | 4.58% | 2 |
|
|
2019
Q4 | $68.4M | Sell |
232,995
-5,404
| -2% | -$1.59M | 4.37% | 1 |
|
|
2019
Q3 | $53.4M | Buy |
238,399
+1,047
| +0.4% | +$234K | 3.72% | 1 |
|
|
2019
Q2 | $47M | Sell |
237,352
-3,125
| -1% | -$619K | 3.34% | 3 |
|
|
2019
Q1 | $45.7M | Sell |
240,477
-7,786
| -3% | -$1.48M | 3.37% | 2 |
|
|
2018
Q4 | $39.2M | Sell |
248,263
-2,974
| -1% | -$469K | 3.24% | 2 |
|
|
2018
Q3 | $56.7M | Sell |
251,237
-834
| -0.3% | -$188K | 4.13% | 1 |
|
|
2018
Q2 | $46.7M | Sell |
252,071
-2,819
| -1% | -$522K | 3.66% | 1 |
|
|
2018
Q1 | $42.8M | Buy |
254,890
+11,648
| +5% | +$1.95M | 3.5% | 2 |
|
|
2017
Q4 | $41.2M | Sell |
243,242
-3,168
| -1% | -$536K | 3.52% | 2 |
|
|
2017
Q3 | $38M | Sell |
246,410
-13,318
| -5% | -$2.05M | 3.53% | 2 |
|
|
2017
Q2 | $37.4M | Sell |
259,728
-4,198
| -2% | -$605K | 3.62% | 2 |
|
|
2017
Q1 | $37.9M | Sell |
263,926
-1,164
| -0.4% | -$167K | 3.79% | 1 |
|
|
2016
Q4 | $30.7M | Buy |
265,090
+15,637
| +6% | +$1.81M | 3.26% | 2 |
|
|
2016
Q3 | $28.2M | Sell |
249,453
-1,578
| -0.6% | -$178K | 3.2% | 2 |
|
|
2016
Q2 | $24M | Buy |
251,031
+3,152
| +1% | +$301K | 2.74% | 2 |
|
|
2016
Q1 | $27M | Buy |
247,879
+1,090
| +0.4% | +$119K | 3.16% | 2 |
|
|
2015
Q4 | $26M | Buy |
246,789
+4,195
| +2% | +$442K | 3.04% | 2 |
|
|
2015
Q3 | $26.8M | Buy |
242,594
+3,938
| +2% | +$434K | 3.27% | 2 |
|
|
2015
Q2 | $29.9M | Buy |
238,656
+6,753
| +3% | +$847K | 3.33% | 1 |
|
|
2015
Q1 | $28.9M | Sell |
231,903
-1,664
| -0.7% | -$207K | 3.2% | 1 |
|
|
2014
Q4 | $25.8M | Buy |
233,567
+3,368
| +1% | +$372K | 2.88% | 2 |
|
|
2014
Q3 | $23.2M | Sell |
230,199
-2,378
| -1% | -$240K | 2.67% | 2 |
|
|
2014
Q2 | $21.6M | Buy |
232,577
+199,011
| +593% | +$18.5M | 2.43% | 2 |
|
|
2014
Q1 | $18M | Buy |
33,566
+316
| +1% | +$170K | 2.11% | 3 |
|
|
2013
Q4 | $18.7M | Buy |
33,250
+150
| +0.5% | +$84.2K | 2.25% | 3 |
|
|
2013
Q3 | $15.8M | Sell |
33,100
-29
| -0.1% | -$13.8K | 2.12% | 3 |
|
|
2013
Q2 | $13.1M | Buy |
+33,129
| New | +$13.1M | 1.9% | 5 |
|