WCM
Windsor Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
28,945
-453
| -2% | -$92.9K | 1.73% | 18 |
|
|
2025
Q1 | $6.53M | Buy |
29,398
+5,437
| +23% | +$1.21M | 2% | 18 |
|
|
2024
Q4 | $6M | Sell |
23,961
-955
| -4% | -$239K | 1.78% | 18 |
|
|
2024
Q3 | $5.81M | Buy |
24,916
+2,480
| +11% | +$578K | 1.68% | 22 |
|
|
2024
Q2 | $4.73M | Buy |
22,436
+40
| +0.2% | +$8.43K | 1.46% | 25 |
|
|
2024
Q1 | $3.84M | Sell |
22,396
-171
| -0.8% | -$29.3K | 1.19% | 27 |
|
|
2023
Q4 | $4.34M | Sell |
22,567
-161
| -0.7% | -$31K | 1.42% | 27 |
|
|
2023
Q3 | $3.89M | Sell |
22,728
-397
| -2% | -$68K | 1.35% | 25 |
|
|
2023
Q2 | $4.49M | Sell |
23,125
-864
| -4% | -$168K | 1.48% | 25 |
|
|
2023
Q1 | $3.96M | Sell |
23,989
-589
| -2% | -$97.1K | 1.36% | 26 |
|
|
2022
Q4 | $3.19M | Sell |
24,578
-128
| -0.5% | -$16.6K | 1.16% | 26 |
|
|
2022
Q3 | $3.41M | Sell |
24,706
-776
| -3% | -$107K | 1.28% | 27 |
|
|
2022
Q2 | $3.48M | Buy |
25,482
+24
| +0.1% | +$3.28K | 1.24% | 27 |
|
|
2022
Q1 | $4.45M | Sell |
25,458
-992
| -4% | -$173K | 1.38% | 27 |
|
|
2021
Q4 | $4.7M | Buy |
26,450
+141
| +0.5% | +$25K | 1.42% | 26 |
|
|
2021
Q3 | $3.72M | Sell |
26,309
-912
| -3% | -$129K | 1.19% | 28 |
|
|
2021
Q2 | $3.73M | Sell |
27,221
-1,681
| -6% | -$230K | 1.23% | 27 |
|
|
2021
Q1 | $3.53M | Sell |
28,902
-3,312
| -10% | -$405K | 1.22% | 27 |
|
|
2020
Q4 | $4.27M | Sell |
32,214
-608
| -2% | -$80.7K | 1.6% | 22 |
|
|
2020
Q3 | $3.8M | Buy |
32,822
+24,373
| +288% | +$2.82M | 1.59% | 22 |
|
|
2020
Q2 | $3.08M | Sell |
8,449
-256
| -3% | -$93.4K | 1.33% | 24 |
|
|
2020
Q1 | $2.21M | Buy |
8,705
+736
| +9% | +$187K | 1.12% | 26 |
|
|
2019
Q4 | $2.34M | Sell |
7,969
-751
| -9% | -$221K | 0.98% | 28 |
|
|
2019
Q3 | $1.95M | Buy |
8,720
+409
| +5% | +$91.6K | 0.87% | 29 |
|
|
2019
Q2 | $1.64M | Sell |
8,311
-77
| -0.9% | -$15.2K | 0.76% | 31 |
|
|
2019
Q1 | $1.59M | Sell |
8,388
-383
| -4% | -$72.7K | 0.75% | 32 |
|
|
2018
Q4 | $1.38M | Sell |
8,771
-364
| -4% | -$57.4K | 0.72% | 35 |
|
|
2018
Q3 | $2.06M | Sell |
9,135
-522
| -5% | -$118K | 0.93% | 29 |
|
|
2018
Q2 | $1.79M | Buy |
9,657
+187
| +2% | +$34.6K | 0.83% | 30 |
|
|
2018
Q1 | $1.59M | Sell |
9,470
-1,351
| -12% | -$227K | 0.75% | 32 |
|
|
2017
Q4 | $1.83M | Buy |
10,821
+866
| +9% | +$147K | 0.85% | 28 |
|
|
2017
Q3 | $1.43M | Hold |
9,955
| – | – | 0.72% | 34 |
|
|
2017
Q2 | $1.43M | Buy |
9,955
+235
| +2% | +$33.8K | 0.72% | 34 |
|
|
2017
Q1 | $1.4M | Buy |
9,720
+2,372
| +32% | +$341K | 0.72% | 35 |
|
|
2016
Q4 | $851K | Sell |
7,348
-413
| -5% | -$47.8K | 0.46% | 45 |
|
|
2016
Q3 | $877K | Buy |
+7,761
| New | +$877K | 0.48% | 45 |
|
|
2016
Q1 | – | Sell |
-1,982
| Closed | -$208K | – | 110 |
|
|
2015
Q4 | $208K | Buy |
1,982
+1,126
| +132% | +$118K | 0.13% | 105 |
|
|
2015
Q3 | $94K | Sell |
856
-1,240
| -59% | -$136K | 0.06% | 128 |
|
|
2015
Q2 | $262K | Buy |
+2,096
| New | +$262K | 0.15% | 98 |
|
|
2014
Q1 | – | Sell |
-261
| Closed | -$147K | – | 88 |
|
|
2013
Q4 | $147K | Sell |
261
-6
| -2% | -$3.38K | 0.09% | 91 |
|
|
2013
Q3 | $127K | Buy |
267
+113
| +73% | +$53.7K | 0.07% | 96 |
|
|
2013
Q2 | $61K | Buy |
+154
| New | +$61K | 0.04% | 149 |
|