WGAM
Wilkinson Global Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.6M | Sell |
378,207
-59,500
| -14% | -$12.2M | 4.88% | 5 |
|
|
2025
Q1 | $97.2M | Sell |
437,707
-7,749
| -2% | -$1.72M | 6.08% | 4 |
|
|
2024
Q4 | $112M | Sell |
445,456
-3,686
| -0.8% | -$923K | 6.86% | 3 |
|
|
2024
Q3 | $105M | Sell |
449,142
-11,737
| -3% | -$2.73M | 6.31% | 3 |
|
|
2024
Q2 | $97.1M | Sell |
460,879
-4,931
| -1% | -$1.04M | 6.07% | 4 |
|
|
2024
Q1 | $79.9M | Sell |
465,810
-40,251
| -8% | -$6.9M | 5.02% | 7 |
|
|
2023
Q4 | $97.4M | Sell |
506,061
-1,825
| -0.4% | -$351K | 6.72% | 3 |
|
|
2023
Q3 | $87M | Sell |
507,886
-4,220
| -0.8% | -$723K | 6.66% | 3 |
|
|
2023
Q2 | $99.3M | Sell |
512,106
-8,991
| -2% | -$1.74M | 7.56% | 3 |
|
|
2023
Q1 | $85.9M | Sell |
521,097
-11,137
| -2% | -$1.84M | 6.8% | 3 |
|
|
2022
Q4 | $69.2M | Sell |
532,234
-99,306
| -16% | -$12.9M | 5.75% | 6 |
|
|
2022
Q3 | $87.3M | Sell |
631,540
-2,859
| -0.5% | -$395K | 7.86% | 1 |
|
|
2022
Q2 | $86.7M | Sell |
634,399
-51,483
| -8% | -$7.04M | 7.39% | 2 |
|
|
2022
Q1 | $120M | Sell |
685,882
-69,249
| -9% | -$12.1M | 7.71% | 1 |
|
|
2021
Q4 | $134M | Sell |
755,131
-34,983
| -4% | -$6.21M | 7.43% | 1 |
|
|
2021
Q3 | $112M | Sell |
790,114
-11,791
| -1% | -$1.67M | 6.8% | 2 |
|
|
2021
Q2 | $110M | Buy |
801,905
+8,828
| +1% | +$1.21M | 6.48% | 2 |
|
|
2021
Q1 | $96.9M | Buy |
+793,077
| New | +$96.9M | 6.13% | 2 |
|