WSFS
Wilmington Savings Fund Society’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198M | Sell |
965,959
-85,943
| -8% | -$17.6M | 3.53% | 5 |
|
|
2025
Q1 | $234M | Sell |
1,051,902
-43,318
| -4% | -$9.62M | 4.37% | 3 |
|
|
2024
Q4 | $274M | Buy |
1,095,220
+4,158
| +0.4% | +$1.04M | 4.94% | 3 |
|
|
2024
Q3 | $254M | Buy |
1,091,062
+250,514
| +30% | +$58.4M | 4.56% | 3 |
|
|
2024
Q2 | $177M | Sell |
840,548
-14,623
| -2% | -$3.08M | 6.79% | 2 |
|
|
2024
Q1 | $147M | Buy |
+855,171
| New | +$147M | 5.63% | 2 |
|
|
2023
Q3 | $149M | Sell |
870,743
-10,567
| -1% | -$1.81M | 6.56% | 2 |
|
|
2023
Q2 | $171M | Sell |
881,310
-12,868
| -1% | -$2.5M | 7.12% | 1 |
|
|
2023
Q1 | $147M | Sell |
894,178
-13,188
| -1% | -$2.17M | 6.52% | 1 |
|
|
2022
Q4 | $118M | Sell |
907,366
-14,164
| -2% | -$1.84M | 5.35% | 1 |
|
|
2022
Q3 | $127M | Sell |
921,530
-9,607
| -1% | -$1.33M | 6.22% | 1 |
|
|
2022
Q2 | $127M | Sell |
931,137
-26,669
| -3% | -$3.65M | 5.86% | 1 |
|
|
2022
Q1 | $167M | Sell |
957,806
-41,548
| -4% | -$7.25M | 6.53% | 1 |
|
|
2021
Q4 | $177M | Sell |
999,354
-31,482
| -3% | -$5.59M | 6.38% | 1 |
|
|
2021
Q3 | $146M | Sell |
1,030,836
-16,938
| -2% | -$2.4M | 5.63% | 1 |
|
|
2021
Q2 | $144M | Sell |
1,047,774
-8,205
| -0.8% | -$1.12M | 5.47% | 1 |
|
|
2021
Q1 | $129M | Sell |
1,055,979
-47,970
| -4% | -$5.86M | 5.15% | 1 |
|
|
2020
Q4 | $146M | Sell |
1,103,949
-60,339
| -5% | -$8.01M | 6.16% | 1 |
|
|
2020
Q3 | $135M | Buy |
1,164,288
+868,418
| +294% | +$101M | 6.25% | 1 |
|
|
2020
Q2 | $108M | Sell |
295,870
-32,506
| -10% | -$11.9M | 5.31% | 1 |
|
|
2020
Q1 | $83.5M | Buy |
328,376
+78,249
| +31% | +$19.9M | 4.91% | 1 |
|
|
2019
Q4 | $73.5M | Sell |
250,127
-19,691
| -7% | -$5.78M | 3.73% | 1 |
|
|
2019
Q3 | $60.4M | Sell |
269,818
-4,091
| -1% | -$916K | 3.3% | 1 |
|
|
2019
Q2 | $54.2M | Buy |
273,909
+575
| +0.2% | +$114K | 2.93% | 2 |
|
|
2019
Q1 | $51.9M | Buy |
273,334
+6,072
| +2% | +$1.15M | 2.83% | 1 |
|
|
2018
Q4 | $42.2M | Buy |
267,262
+9,440
| +4% | +$1.49M | 2.56% | 1 |
|
|
2018
Q3 | $58.2M | Sell |
257,822
-2,308
| -0.9% | -$521K | 3.06% | 1 |
|
|
2018
Q2 | $48.2M | Buy |
260,130
+2,915
| +1% | +$540K | 2.69% | 1 |
|
|
2018
Q1 | $43.2M | Sell |
257,215
-12,542
| -5% | -$2.1M | 2.47% | 1 |
|
|
2017
Q4 | $45.7M | Buy |
269,757
+1,058
| +0.4% | +$179K | 2.49% | 1 |
|
|
2017
Q3 | $41.4M | Buy |
268,699
+5,441
| +2% | +$839K | 2.37% | 1 |
|
|
2017
Q2 | $37.9M | Sell |
263,258
-27,308
| -9% | -$3.93M | 2.26% | 4 |
|
|
2017
Q1 | $41.7M | Sell |
290,566
-11,050
| -4% | -$1.59M | 2.53% | 1 |
|
|
2016
Q4 | $34.9M | Sell |
301,616
-2,177
| -0.7% | -$252K | 2.19% | 5 |
|
|
2016
Q3 | $34.3M | Sell |
303,793
-6,197
| -2% | -$701K | 2.16% | 5 |
|
|
2016
Q2 | $29.6M | Sell |
309,990
-37,165
| -11% | -$3.55M | 1.88% | 7 |
|
|
2016
Q1 | $37.8M | Sell |
347,155
-14,197
| -4% | -$1.55M | 2.43% | 2 |
|
|
2015
Q4 | $38M | Sell |
361,352
-23,062
| -6% | -$2.43M | 2.38% | 2 |
|
|
2015
Q3 | $42.4M | Buy |
384,414
+17,015
| +5% | +$1.88M | 2.71% | 2 |
|
|
2015
Q2 | $46.1M | Sell |
367,399
-20,652
| -5% | -$2.59M | 2.68% | 2 |
|
|
2015
Q1 | $48.3M | Sell |
388,051
-23,224
| -6% | -$2.89M | 2.75% | 2 |
|
|
2014
Q4 | $45.4M | Sell |
411,275
-12,122
| -3% | -$1.34M | 2.55% | 2 |
|
|
2014
Q3 | $42.7M | Sell |
423,397
-18,229
| -4% | -$1.84M | 2.42% | 2 |
|
|
2014
Q2 | $41M | Buy |
441,626
+377,628
| +590% | +$35.1M | 2.26% | 3 |
|
|
2014
Q1 | $34.4M | Buy |
63,998
+3,656
| +6% | +$1.96M | 1.92% | 4 |
|
|
2013
Q4 | $33.9M | Buy |
60,342
+1,722
| +3% | +$966K | 1.91% | 4 |
|
|
2013
Q3 | $27.9M | Buy |
58,620
+542
| +0.9% | +$258K | 1.72% | 4 |
|
|
2013
Q2 | $23M | Buy |
+58,078
| New | +$23M | 1.49% | 9 |
|