WCWM
Willow Creek Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
60,708
+190
| +0.3% | +$39K | 1.12% | 26 |
|
|
2025
Q1 | $13.4M | Buy |
60,518
+123
| +0.2% | +$27.3K | 1.31% | 21 |
|
|
2024
Q4 | $15.1M | Sell |
60,395
-1,068
| -2% | -$267K | 1.54% | 19 |
|
|
2024
Q3 | $14.3M | Sell |
61,463
-545
| -0.9% | -$127K | 1.51% | 19 |
|
|
2024
Q2 | $13.1M | Buy |
62,008
+770
| +1% | +$162K | 1.49% | 20 |
|
|
2024
Q1 | $10.5M | Sell |
61,238
-729
| -1% | -$125K | 1.23% | 23 |
|
|
2023
Q4 | $11.9M | Buy |
61,967
+2,117
| +4% | +$408K | 1.5% | 19 |
|
|
2023
Q3 | $10.2M | Sell |
59,850
-4,576
| -7% | -$783K | 1.53% | 14 |
|
|
2023
Q2 | $12.5M | Buy |
64,426
+4,531
| +8% | +$879K | 1.77% | 15 |
|
|
2023
Q1 | $9.88M | Buy |
59,895
+701
| +1% | +$116K | 1.52% | 15 |
|
|
2022
Q4 | $7.69M | Sell |
59,194
-6,911
| -10% | -$898K | 1.28% | 16 |
|
|
2022
Q3 | $9.14M | Sell |
66,105
-105,772
| -62% | -$14.6M | 1.77% | 12 |
|
|
2022
Q2 | $23.5M | Buy |
171,877
+3,635
| +2% | +$497K | 4.36% | 6 |
|
|
2022
Q1 | $29.4M | Sell |
168,242
-213
| -0.1% | -$37.2K | 5.9% | 4 |
|
|
2021
Q4 | $29.9M | Sell |
168,455
-6,957
| -4% | -$1.24M | 6.18% | 4 |
|
|
2021
Q3 | $24.8M | Buy |
175,412
+690
| +0.4% | +$97.6K | 5.5% | 4 |
|
|
2021
Q2 | $23.9M | Buy |
174,722
+112,240
| +180% | +$15.4M | 5.71% | 4 |
|
|
2021
Q1 | $7.63M | Sell |
62,482
-2,816
| -4% | -$344K | 2.8% | 6 |
|
|
2020
Q4 | $8.66M | Sell |
65,298
-2,867
| -4% | -$380K | 3.26% | 7 |
|
|
2020
Q3 | $7.89M | Buy |
68,165
+58,055
| +574% | +$6.72M | 3.26% | 9 |
|
|
2020
Q2 | $3.69M | Sell |
10,110
-551
| -5% | -$201K | 1.66% | 11 |
|
|
2020
Q1 | $2.71M | Buy |
10,661
+89
| +0.8% | +$22.6K | 1.36% | 12 |
|
|
2019
Q4 | $3.11M | Sell |
10,572
-456
| -4% | -$134K | 1.42% | 12 |
|
|
2019
Q3 | $2.47M | Sell |
11,028
-50
| -0.5% | -$11.2K | 1.14% | 13 |
|
|
2019
Q2 | $2.19M | Buy |
11,078
+111
| +1% | +$22K | 1.05% | 13 |
|
|
2019
Q1 | $2.08M | Buy |
10,967
+24
| +0.2% | +$4.56K | 1.05% | 13 |
|
|
2018
Q4 | $1.73M | Sell |
10,943
-2,224
| -17% | -$351K | 0.92% | 13 |
|
|
2018
Q3 | $2.97M | Buy |
13,167
+1,444
| +12% | +$326K | 1.66% | 8 |
|
|
2018
Q2 | $2.17M | Sell |
11,723
-3,624
| -24% | -$671K | 1.22% | 9 |
|
|
2018
Q1 | $2.58M | Buy |
15,347
+79
| +0.5% | +$13.3K | 1.38% | 9 |
|
|
2017
Q4 | $2.58M | Sell |
15,268
-90
| -0.6% | -$15.2K | 1.7% | 8 |
|
|
2017
Q3 | $2.37M | Buy |
15,358
+1,041
| +7% | +$160K | 1.54% | 7 |
|
|
2017
Q2 | $2.06M | Buy |
14,317
+1,269
| +10% | +$183K | 1.39% | 7 |
|
|
2017
Q1 | $1.87M | Sell |
13,048
-608
| -4% | -$87.3K | 1.29% | 8 |
|
|
2016
Q4 | $1.58M | Buy |
13,656
+713
| +6% | +$82.6K | 1.17% | 8 |
|
|
2016
Q3 | $1.46M | Sell |
12,943
-437
| -3% | -$49.4K | 1.15% | 8 |
|
|
2016
Q2 | $1.28M | Buy |
13,380
+219
| +2% | +$20.9K | 1.04% | 9 |
|
|
2016
Q1 | $1.43M | Sell |
13,161
-528
| -4% | -$57.5K | 1.3% | 8 |
|
|
2015
Q4 | $1.44M | Buy |
13,689
+1
| +0% | +$105 | 1.3% | 7 |
|
|
2015
Q3 | $1.51M | Sell |
13,688
-21
| -0.2% | -$2.32K | 1.39% | 7 |
|
|
2015
Q2 | $1.72M | Sell |
13,709
-162
| -1% | -$20.3K | 1.6% | 6 |
|
|
2015
Q1 | $1.73M | Buy |
13,871
+210
| +2% | +$26.1K | 1.62% | 6 |
|
|
2014
Q4 | $1.51M | Buy |
+13,661
| New | +$1.51M | 1.48% | 7 |
|