WLG
Williamson Legacy Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,829
| Closed | -$406K | – | 105 |
|
|
2025
Q1 | $406K | Sell |
1,829
-7
| -0.4% | -$1.56K | 0.39% | 86 |
|
|
2024
Q4 | $460K | Sell |
1,836
-683
| -27% | -$171K | 0.31% | 85 |
|
|
2024
Q3 | $587K | Sell |
2,519
-31
| -1% | -$7.22K | 0.39% | 82 |
|
|
2024
Q2 | $537K | Buy |
2,550
+95
| +4% | +$20K | 0.4% | 74 |
|
|
2024
Q1 | $421K | Sell |
2,455
-31
| -1% | -$5.32K | 0.33% | 72 |
|
|
2023
Q4 | $479K | Buy |
+2,486
| New | +$479K | 0.44% | 69 |
|