WFG
Wills Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
57,398
-618
| -1% | -$127K | 5.11% | 3 |
|
|
2025
Q1 | $12.9M | Sell |
58,016
-11,500
| -17% | -$2.55M | 5.71% | 3 |
|
|
2024
Q4 | $17.4M | Sell |
69,516
-1,039
| -1% | -$260K | 7.52% | 2 |
|
|
2024
Q3 | $16.4M | Buy |
70,555
+29
| +0% | +$6.76K | 6.9% | 3 |
|
|
2024
Q2 | $14.9M | Sell |
70,526
-8,384
| -11% | -$1.77M | 6.84% | 3 |
|
|
2024
Q1 | $13.5M | Buy |
78,910
+134
| +0.2% | +$23K | 6.37% | 3 |
|
|
2023
Q4 | $15.2M | Sell |
78,776
-2,342
| -3% | -$451K | 7.66% | 3 |
|
|
2023
Q3 | $13.9M | Sell |
81,118
-1,026
| -1% | -$176K | 7.51% | 3 |
|
|
2023
Q2 | $15.9M | Sell |
82,144
-441
| -0.5% | -$85.5K | 8.08% | 2 |
|
|
2023
Q1 | $13.6M | Sell |
82,585
-20,809
| -20% | -$3.43M | 7.34% | 2 |
|
|
2022
Q4 | $13.4M | Buy |
103,394
+77
| +0.1% | +$10K | 7.48% | 2 |
|
|
2022
Q3 | $14.3M | Buy |
103,317
+916
| +0.9% | +$127K | 7.93% | 1 |
|
|
2022
Q2 | $14M | Sell |
102,401
-256
| -0.2% | -$35K | 6.89% | 1 |
|
|
2022
Q1 | $17.9M | Sell |
102,657
-120
| -0.1% | -$21K | 7.53% | 1 |
|
|
2021
Q4 | $18.3M | Sell |
102,777
-160
| -0.2% | -$28.4K | 7.22% | 1 |
|
|
2021
Q3 | $14.6M | Sell |
102,937
-10,575
| -9% | -$1.5M | 6.54% | 1 |
|
|
2021
Q2 | $15.5M | Buy |
113,512
+2,033
| +2% | +$278K | 6.74% | 1 |
|
|
2021
Q1 | $13.6M | Buy |
111,479
+1,487
| +1% | +$182K | 6.61% | 1 |
|
|
2020
Q4 | $14.6M | Sell |
109,992
-2,333
| -2% | -$310K | 7.27% | 1 |
|
|
2020
Q3 | $13M | Buy |
112,325
+83,377
| +288% | +$9.66M | 7.56% | 1 |
|
|
2020
Q2 | $10.6M | Sell |
28,948
-139
| -0.5% | -$50.7K | 6.57% | 2 |
|
|
2020
Q1 | $7.4M | Sell |
29,087
-1,070
| -4% | -$272K | 5.27% | 4 |
|
|
2019
Q4 | $8.86M | Sell |
30,157
-1,352
| -4% | -$397K | 5.09% | 3 |
|
|
2019
Q3 | $7.06M | Sell |
31,509
-84
| -0.3% | -$18.8K | 4.53% | 5 |
|
|
2019
Q2 | $6.25M | Sell |
31,593
-2,947
| -9% | -$583K | 4.07% | 6 |
|
|
2019
Q1 | $6.56M | Sell |
34,540
-671
| -2% | -$127K | 4.45% | 5 |
|
|
2018
Q4 | $5.55M | Buy |
35,211
+1,290
| +4% | +$203K | 4.27% | 5 |
|
|
2018
Q3 | $7.66M | Buy |
33,921
+696
| +2% | +$157K | 5.05% | 2 |
|
|
2018
Q2 | $6.15M | Buy |
33,225
+78
| +0.2% | +$14.4K | 4.45% | 3 |
|
|
2018
Q1 | $5.56M | Sell |
33,147
-1,823
| -5% | -$306K | 4.12% | 5 |
|
|
2017
Q4 | $5.92M | Sell |
34,970
-871
| -2% | -$147K | 4.13% | 5 |
|
|
2017
Q3 | $5.52M | Sell |
35,841
-4,186
| -10% | -$645K | 4.06% | 5 |
|
|
2017
Q2 | $5.77M | Sell |
40,027
-489
| -1% | -$70.4K | 4.28% | 6 |
|
|
2017
Q1 | $5.82M | Sell |
40,516
-511
| -1% | -$73.4K | 4.45% | 6 |
|
|
2016
Q4 | $4.75M | Buy |
41,027
+1,093
| +3% | +$127K | 3.86% | 6 |
|
|
2016
Q3 | $4.51M | Buy |
39,934
+1,240
| +3% | +$140K | 3.94% | 6 |
|
|
2016
Q2 | $3.7M | Buy |
38,694
+970
| +3% | +$92.7K | 3.08% | 10 |
|
|
2016
Q1 | $4.11M | Sell |
37,724
-160
| -0.4% | -$17.4K | 3.54% | 8 |
|
|
2015
Q4 | $3.99M | Buy |
37,884
+1,863
| +5% | +$196K | 3.51% | 7 |
|
|
2015
Q3 | $3.97M | Buy |
36,021
+3,586
| +11% | +$396K | 3.67% | 6 |
|
|
2015
Q2 | $4.07M | Buy |
32,435
+506
| +2% | +$63.5K | 3.47% | 8 |
|
|
2015
Q1 | $3.97M | Sell |
31,929
-175
| -0.5% | -$21.8K | 3.27% | 9 |
|
|
2014
Q4 | $3.54M | Buy |
32,104
+5,378
| +20% | +$594K | 2.87% | 10 |
|
|
2014
Q3 | $2.69M | Buy |
26,726
+385
| +1% | +$38.8K | 2.28% | 13 |
|
|
2014
Q2 | $2.45M | Buy |
26,341
+22,668
| +617% | +$2.11M | 2.03% | 15 |
|
|
2014
Q1 | $1.97M | Buy |
3,673
+138
| +4% | +$74.1K | 1.87% | 17 |
|
|
2013
Q4 | $1.98M | Buy |
+3,535
| New | +$1.98M | 2.04% | 13 |
|