WAS
Winch Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Sell |
112,963
-2,542
| -2% | -$522K | 5.66% | 5 |
|
|
2025
Q1 | $25.7M | Sell |
115,505
-3,438
| -3% | -$764K | 6.78% | 3 |
|
|
2024
Q4 | $29.8M | Sell |
118,943
-2,517
| -2% | -$630K | 7.75% | 2 |
|
|
2024
Q3 | $28.3M | Sell |
121,460
-3,004
| -2% | -$700K | 7.83% | 2 |
|
|
2024
Q2 | $26.2M | Sell |
124,464
-2,043
| -2% | -$430K | 7.5% | 3 |
|
|
2024
Q1 | $21.7M | Sell |
126,507
-1,557
| -1% | -$267K | 6.63% | 3 |
|
|
2023
Q4 | $24.7M | Sell |
128,064
-2,224
| -2% | -$428K | 8.18% | 3 |
|
|
2023
Q3 | $22.3M | Sell |
130,288
-4,475
| -3% | -$766K | 8.18% | 4 |
|
|
2023
Q2 | $26.1M | Sell |
134,763
-3,051
| -2% | -$592K | 9.39% | 4 |
|
|
2023
Q1 | $22.7M | Sell |
137,814
-1,747
| -1% | -$288K | 8.82% | 4 |
|
|
2022
Q4 | $18.1M | Sell |
139,561
-6,280
| -4% | -$816K | 7.74% | 4 |
|
|
2022
Q3 | $20.2M | Sell |
145,841
-2,033
| -1% | -$281K | 8.66% | 4 |
|
|
2022
Q2 | $20.2M | Sell |
147,874
-1,152
| -0.8% | -$157K | 8.25% | 3 |
|
|
2022
Q1 | $26M | Sell |
149,026
-7,686
| -5% | -$1.34M | 9.05% | 3 |
|
|
2021
Q4 | $27.8M | Sell |
156,712
-1,236
| -0.8% | -$219K | 9.2% | 1 |
|
|
2021
Q3 | $22.4M | Buy |
157,948
+140
| +0.1% | +$19.8K | 7.79% | 3 |
|
|
2021
Q2 | $21.6M | Buy |
157,808
+897
| +0.6% | +$123K | 7.77% | 1 |
|
|
2021
Q1 | $19.2M | Buy |
156,911
+1,529
| +1% | +$187K | 7.68% | 2 |
|
|
2020
Q4 | $20.6M | Sell |
155,382
-1,081
| -0.7% | -$143K | 8.57% | 1 |
|
|
2020
Q3 | $18.1M | Buy |
156,463
+117,323
| +300% | +$13.6M | 7.67% | 3 |
|
|
2020
Q2 | $14.3M | Sell |
39,140
-970
| -2% | -$354K | 6.79% | 6 |
|
|
2020
Q1 | $10.2M | Sell |
40,110
-23,051
| -36% | -$5.86M | 5.07% | 8 |
|
|
2019
Q4 | $18.5M | Sell |
63,161
-937
| -1% | -$275K | 8.8% | 1 |
|
|
2019
Q3 | $14.4M | Sell |
64,098
-353
| -0.5% | -$79.1K | 7.48% | 3 |
|
|
2019
Q2 | $12.8M | Buy |
64,451
+5,069
| +9% | +$1M | 6.65% | 4 |
|
|
2019
Q1 | $11.3M | Buy |
59,382
+854
| +1% | +$162K | 6.24% | 3 |
|
|
2018
Q4 | $9.23M | Buy |
58,528
+191
| +0.3% | +$30.1K | 5.14% | 4 |
|
|
2018
Q3 | $13.2M | Buy |
58,337
+1,199
| +2% | +$271K | 6.62% | 2 |
|
|
2018
Q2 | $10.6M | Buy |
57,138
+3,649
| +7% | +$675K | 5.7% | 2 |
|
|
2018
Q1 | $8.97M | Buy |
53,489
+1,331
| +3% | +$223K | 5.26% | 2 |
|
|
2017
Q4 | $8.83M | Sell |
52,158
-1,027
| -2% | -$174K | 5.31% | 1 |
|
|
2017
Q3 | $8.22M | Buy |
53,185
+5,198
| +11% | +$804K | 5.35% | 1 |
|
|
2017
Q2 | $6.9M | Buy |
47,987
+2,665
| +6% | +$383K | 4.34% | 3 |
|
|
2017
Q1 | $6.51M | Buy |
45,322
+538
| +1% | +$77.3K | 4.13% | 3 |
|
|
2016
Q4 | $5.19M | Sell |
44,784
-18,832
| -30% | -$2.18M | 3.57% | 5 |
|
|
2016
Q3 | $7.19M | Sell |
63,616
-16,117
| -20% | -$1.82M | 5.86% | 2 |
|
|
2016
Q2 | $7.62M | Sell |
79,733
-8,760
| -10% | -$837K | 9.24% | 2 |
|
|
2016
Q1 | $9.65M | Sell |
88,493
-20,891
| -19% | -$2.28M | 15.56% | 1 |
|
|
2015
Q4 | $11.5M | Sell |
109,384
-2,435
| -2% | -$256K | 13.05% | 1 |
|
|
2015
Q3 | $12.3M | Buy |
111,819
+309
| +0.3% | +$34.1K | 18.03% | 1 |
|
|
2015
Q2 | $14M | Buy |
+111,510
| New | +$14M | 7.64% | 1 |
|
|
2014
Q4 | – | Sell |
-72,241
| Closed | -$7.28M | – | 37 |
|
|
2014
Q3 | $7.28M | Buy |
72,241
+12,025
| +20% | +$1.21M | 4.67% | 5 |
|
|
2014
Q2 | $5.6M | Buy |
60,216
+51,037
| +556% | +$4.74M | 3.28% | 8 |
|
|
2014
Q1 | $4.93M | Buy |
+9,179
| New | +$4.93M | 3.12% | 7 |
|