WAG
Windsor Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
4,083
+159
| +4% | +$32.6K | 1.19% | 15 |
|
|
2025
Q1 | $872K | Sell |
3,924
-293
| -7% | -$65.1K | 1.13% | 13 |
|
|
2024
Q4 | $1.06M | Sell |
4,217
-1,143
| -21% | -$286K | 1.23% | 13 |
|
|
2024
Q3 | $1.25M | Buy |
5,360
+369
| +7% | +$86K | 1.41% | 16 |
|
|
2024
Q2 | $1.05M | Buy |
4,991
+1,003
| +25% | +$211K | 2.11% | 12 |
|
|
2024
Q1 | $684K | Buy |
3,988
+528
| +15% | +$90.5K | 1.93% | 16 |
|
|
2023
Q4 | $666K | Sell |
3,460
-28,127
| -89% | -$5.41M | 1.98% | 14 |
|
|
2023
Q3 | $5.41M | Buy |
31,587
+2,151
| +7% | +$368K | 12.86% | 1 |
|
|
2023
Q2 | $5.71M | Sell |
29,436
-134
| -0.5% | -$26K | 14.11% | 1 |
|
|
2023
Q1 | $4.88M | Sell |
29,570
-1,828
| -6% | -$301K | 11.67% | 1 |
|
|
2022
Q4 | $4.08M | Buy |
+31,398
| New | +$4.08M | 10.82% | 1 |
|