Widmann Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
28,436
+1,306
| +5% | +$268K | 4.07% | 5 |
|
|
2025
Q1 | $6.03M | Sell |
27,130
-643
| -2% | -$143K | 4.68% | 2 |
|
|
2024
Q4 | $6.95M | Sell |
27,773
-791
| -3% | -$198K | 5.38% | 2 |
|
|
2024
Q3 | $6.66M | Sell |
28,564
-368
| -1% | -$85.7K | 5.04% | 3 |
|
|
2024
Q2 | $6.09M | Sell |
28,932
-181
| -0.6% | -$38.1K | 4.96% | 3 |
|
|
2024
Q1 | $4.99M | Buy |
29,113
+353
| +1% | +$60.5K | 4.19% | 5 |
|
|
2023
Q4 | $5.54M | Sell |
28,760
-2,850
| -9% | -$549K | 4.99% | 3 |
|
|
2023
Q3 | $5.41M | Sell |
31,610
-424
| -1% | -$72.6K | 5.39% | 2 |
|
|
2023
Q2 | $6.21M | Sell |
32,034
-548
| -2% | -$106K | 5.94% | 2 |
|
|
2023
Q1 | $5.37M | Buy |
32,582
+271
| +0.8% | +$44.7K | 5.42% | 2 |
|
|
2022
Q4 | $4.2M | Buy |
32,311
+2
| +0% | +$260 | 4.4% | 3 |
|
|
2022
Q3 | $4.47M | Sell |
32,309
-29
| -0.1% | -$4.01K | 4.95% | 2 |
|
|
2022
Q2 | $4.42M | Sell |
32,338
-38
| -0.1% | -$5.2K | 4.57% | 2 |
|
|
2022
Q1 | $5.65M | Sell |
32,376
-1,042
| -3% | -$182K | 5.01% | 3 |
|
|
2021
Q4 | $5.93M | Buy |
+33,418
| New | +$5.93M | 4.89% | 2 |
|