Willner & Heller’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
19,748
-328
| -2% | -$67.3K | 3.41% | 4 |
|
|
2025
Q1 | $4.46M | Buy |
20,076
+319
| +2% | +$70.9K | 4.12% | 2 |
|
|
2024
Q4 | $4.95M | Sell |
19,757
-347
| -2% | -$86.9K | 4.33% | 2 |
|
|
2024
Q3 | $4.68M | Sell |
20,104
-42
| -0.2% | -$9.79K | 4.17% | 2 |
|
|
2024
Q2 | $4.24M | Sell |
20,146
-215
| -1% | -$45.3K | 4.07% | 2 |
|
|
2024
Q1 | $3.49M | Sell |
20,361
-318
| -2% | -$54.5K | 3.48% | 3 |
|
|
2023
Q4 | $3.98M | Buy |
+20,679
| New | +$3.98M | 4.45% | 1 |
|
|
2022
Q4 | $2.79M | Sell |
21,488
-474
| -2% | -$61.6K | 3.97% | 1 |
|
|
2022
Q3 | $3.04M | Sell |
21,962
-161
| -0.7% | -$22.2K | 4.9% | 1 |
|
|
2022
Q2 | $3.03M | Buy |
22,123
+10
| +0% | +$1.37K | 4.71% | 1 |
|
|
2022
Q1 | $3.93M | Sell |
22,113
-157
| -0.7% | -$27.9K | 4.83% | 1 |
|
|
2021
Q4 | $3.15M | Buy |
+22,270
| New | +$3.15M | 4.19% | 1 |
|