WWM
Windsor Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.37M | Sell |
31,388
-24
| -0.1% | -$4.11K | 0.98% | 30 |
|
|
2023
Q2 | $6.09M | Buy |
31,412
+321
| +1% | +$62.3K | 1.09% | 27 |
|
|
2023
Q1 | $5.04M | Sell |
31,091
-65
| -0.2% | -$10.5K | 0.98% | 28 |
|
|
2022
Q4 | $4.04M | Sell |
31,156
-900
| -3% | -$117K | 0.83% | 28 |
|
|
2022
Q3 | $4.49M | Buy |
32,056
+1,578
| +5% | +$221K | 1.12% | 21 |
|
|
2022
Q2 | $4.36M | Sell |
30,478
-36,565
| -55% | -$5.23M | 1.11% | 21 |
|
|
2022
Q1 | $11.4M | Buy |
67,043
+10,673
| +19% | +$1.82M | 2.11% | 12 |
|
|
2021
Q4 | $10.1M | Sell |
56,370
-2,498
| -4% | -$449K | 1.86% | 12 |
|
|
2021
Q3 | $8.4M | Buy |
58,868
+3,569
| +6% | +$509K | 1.76% | 13 |
|
|
2021
Q2 | $7.57M | Sell |
55,299
-26,106
| -32% | -$3.58M | 1.64% | 14 |
|
|
2021
Q1 | $9.94M | Buy |
81,405
+152
| +0.2% | +$18.6K | 2.37% | 12 |
|
|
2020
Q4 | $10.8M | Buy |
81,253
+2,655
| +3% | +$352K | 2.75% | 8 |
|
|
2020
Q3 | $9.04M | Buy |
78,598
+59,788
| +318% | +$6.88M | 2.63% | 9 |
|
|
2020
Q2 | $6.86M | Sell |
18,810
-10
| -0.1% | -$3.65K | 2.18% | 11 |
|
|
2020
Q1 | $4.79M | Sell |
18,820
-25,072
| -57% | -$6.38M | 1.93% | 11 |
|
|
2019
Q4 | $12.9M | Sell |
43,892
-1,547
| -3% | -$454K | 4.74% | 2 |
|
|
2019
Q3 | $9.95M | Sell |
45,439
-6,247
| -12% | -$1.37M | 4.34% | 2 |
|
|
2019
Q2 | $10.4M | Buy |
51,686
+35,631
| +222% | +$7.18M | 4.57% | 2 |
|
|
2019
Q1 | $3.05M | Buy |
16,055
+1,370
| +9% | +$260K | 1.71% | 10 |
|
|
2018
Q4 | $2.32M | Buy |
14,685
+506
| +4% | +$79.8K | 1.58% | 11 |
|
|
2018
Q3 | $3.2M | Buy |
14,179
+506
| +4% | +$114K | 2.08% | 6 |
|
|
2018
Q2 | $2.53M | Buy |
13,673
+1,450
| +12% | +$268K | 1.98% | 7 |
|
|
2018
Q1 | $2.05M | Buy |
12,223
+482
| +4% | +$80.9K | 1.73% | 10 |
|
|
2017
Q4 | $1.99M | Buy |
+11,741
| New | +$1.99M | 1.71% | 9 |
|