WPA
Winning Points Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $24.8M | Buy |
+145,174
| New | +$24.8M | 41.81% | 1 |
|
|
2024
Q1 | $28.4M | Hold |
147,299
| – | – | 43.7% | 1 |
|
|
2023
Q4 | $28.4M | Buy |
147,299
+1,768
| +1% | +$340K | 43.7% | 1 |
|
|
2023
Q3 | $28.2M | Sell |
145,531
-1,768
| -1% | -$343K | 49.99% | 1 |
|
|
2023
Q2 | $28.4M | Sell |
147,299
-27,175
| -16% | -$5.23M | 43.7% | 1 |
|
|
2023
Q1 | $28.8M | Hold |
174,474
| – | – | 31.71% | 1 |
|
|
2022
Q4 | $22.7M | Sell |
174,474
-1,650
| -0.9% | -$214K | 28.89% | 1 |
|
|
2022
Q3 | $26.4M | Sell |
176,124
-16,741
| -9% | -$2.51M | 32.24% | 1 |
|
|
2022
Q2 | $26.4M | Buy |
192,865
+1,000
| +0.5% | +$137K | 28.98% | 1 |
|
|
2022
Q1 | $33.5M | Buy |
191,865
+141,218
| +279% | +$24.7M | 26.02% | 1 |
|
|
2021
Q4 | $10M | Sell |
50,647
-144,556
| -74% | -$28.6M | 7.28% | 3 |
|
|
2021
Q3 | $27.6M | Buy |
195,203
+3,450
| +2% | +$488K | 20.22% | 1 |
|
|
2021
Q2 | $26.3M | Sell |
191,753
-3,884
| -2% | -$532K | 19.68% | 1 |
|
|
2021
Q1 | $23.9M | Buy |
195,637
+3,854
| +2% | +$471K | 17.87% | 1 |
|
|
2020
Q4 | $25.5M | Sell |
191,783
-7,557
| -4% | -$1M | 20.46% | 1 |
|
|
2020
Q3 | $23.1M | Buy |
199,340
+149,423
| +299% | +$17.3M | 19.67% | 1 |
|
|
2020
Q2 | $18.2M | Sell |
49,917
-400
| -0.8% | -$146K | 17.37% | 1 |
|
|
2020
Q1 | $12.8M | Sell |
50,317
-100
| -0.2% | -$25.4K | 12.48% | 1 |
|
|
2019
Q4 | $14.8M | Sell |
50,417
-215
| -0.4% | -$63.1K | 9.44% | 1 |
|
|
2019
Q3 | $11.1M | Sell |
50,632
-15
| -0% | -$3.28K | 7.99% | 1 |
|
|
2019
Q2 | $10M | Buy |
50,647
+23
| +0% | +$4.55K | 7.28% | 3 |
|
|
2019
Q1 | $9.62M | Sell |
50,624
-120
| -0.2% | -$22.8K | 7.44% | 3 |
|
|
2018
Q4 | $8.01M | Buy |
50,744
+400
| +0.8% | +$63.1K | 6.87% | 3 |
|
|
2018
Q3 | $11.4M | Sell |
50,344
-100
| -0.2% | -$22.6K | 8.36% | 1 |
|
|
2018
Q2 | $9.34M | Hold |
50,444
| – | – | 7.46% | 3 |
|
|
2018
Q1 | $8.49M | Hold |
50,444
| – | – | 6.93% | 3 |
|
|
2017
Q4 | $8.54M | Buy |
50,444
+330
| +0.7% | +$55.8K | 6.95% | 3 |
|
|
2017
Q3 | $7.72M | Buy |
50,114
+700
| +1% | +$108K | 6.65% | 3 |
|
|
2017
Q2 | $7.09M | Sell |
49,414
-420
| -0.8% | -$60.3K | 6.93% | 3 |
|
|
2017
Q1 | $7.16M | Sell |
49,834
-131
| -0.3% | -$18.8K | 7% | 2 |
|
|
2016
Q4 | $5.79M | Buy |
+49,965
| New | +$5.79M | 6.32% | 3 |
|