WAG
Wiser Advisor Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
23,467
-1,953
| -8% | -$401K | 8.36% | 2 |
|
|
2025
Q1 | $5.65M | Sell |
25,420
-328
| -1% | -$72.9K | 8.34% | 1 |
|
|
2024
Q4 | $6.45M | Buy |
25,748
+106
| +0.4% | +$26.5K | 9.38% | 1 |
|
|
2024
Q3 | $5.97M | Buy |
25,642
+150
| +0.6% | +$35K | 8.92% | 1 |
|
|
2024
Q2 | $5.37M | Sell |
25,492
-465
| -2% | -$97.9K | 8.44% | 1 |
|
|
2024
Q1 | $4.45M | Buy |
25,957
+816
| +3% | +$140K | 6.98% | 2 |
|
|
2023
Q4 | $4.84M | Buy |
+25,141
| New | +$4.84M | 8.05% | 1 |
|