WFA
Wipfli Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $28.4M | Buy |
205,590
+202,575
| +6,719% | +$28M | 2% | 11 |
|
|
2022
Q2 | $412K | Sell |
3,015
-737
| -20% | -$101K | 0.04% | 61 |
|
|
2022
Q1 | $655K | Buy |
3,752
+2,309
| +160% | +$403K | 0.07% | 52 |
|
|
2021
Q4 | $256K | Buy |
+1,443
| New | +$256K | 0.03% | 41 |
|
|
2021
Q1 | – | Sell |
-6,628
| Closed | -$879K | – | 34 |
|
|
2020
Q4 | $879K | Buy |
+6,628
| New | +$879K | 0.52% | 14 |
|