Williams Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Sell |
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|
2025
Q4 | $2.15M | Sell |
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|
2025
Q3 | $2.01M | Buy |
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|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $674K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $207K | Sell |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $399K | Buy |
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