WAC
William Allan Corp’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Buy |
38,851
+571
| +1% | +$117K | 4.64% | 3 |
|
|
2025
Q1 | $8.5M | Buy |
38,280
+19
| +0% | +$4.22K | 5.33% | 2 |
|
|
2024
Q4 | $9.58M | Sell |
38,261
-1,560
| -4% | -$391K | 5.89% | 1 |
|
|
2024
Q3 | $9.28M | Sell |
39,821
-3,723
| -9% | -$867K | 5.76% | 2 |
|
|
2024
Q2 | $9.17M | Sell |
43,544
-2,076
| -5% | -$437K | 6.13% | 2 |
|
|
2024
Q1 | $7.82M | Buy |
45,620
+891
| +2% | +$153K | 5.2% | 3 |
|
|
2023
Q4 | $8.61M | Sell |
44,729
-4,802
| -10% | -$925K | 6.18% | 2 |
|
|
2023
Q3 | $8.48M | Sell |
49,531
-1,139
| -2% | -$195K | 6.71% | 1 |
|
|
2023
Q2 | $9.83M | Sell |
50,670
-1,070
| -2% | -$208K | 7.53% | 1 |
|
|
2023
Q1 | $8.53M | Sell |
51,740
-58
| -0.1% | -$9.56K | 6.77% | 1 |
|
|
2022
Q4 | $6.73M | Sell |
51,798
-1,537
| -3% | -$200K | 5.66% | 1 |
|
|
2022
Q3 | $7.37M | Sell |
53,335
-3,920
| -7% | -$542K | 6.81% | 1 |
|
|
2022
Q2 | $7.83M | Buy |
57,255
+543
| +1% | +$74.2K | 6.96% | 1 |
|
|
2022
Q1 | $9.9M | Sell |
56,712
-23
| -0% | -$4.02K | 7.46% | 1 |
|
|
2021
Q4 | $10.1M | Buy |
+56,735
| New | +$10.1M | 7.16% | 1 |
|