WWM
Wiser Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
11,282
+449
| +4% | +$92.1K | 0.58% | 17 |
|
|
2025
Q1 | $2.41M | Buy |
10,833
+385
| +4% | +$85.5K | 0.68% | 14 |
|
|
2024
Q4 | $2.62M | Buy |
10,448
+1,115
| +12% | +$279K | 0.73% | 12 |
|
|
2024
Q3 | $2.17M | Buy |
9,333
+646
| +7% | +$151K | 0.62% | 17 |
|
|
2024
Q2 | $1.83M | Sell |
8,687
-862
| -9% | -$182K | 0.57% | 17 |
|
|
2024
Q1 | $1.64M | Buy |
9,549
+476
| +5% | +$81.6K | 0.54% | 15 |
|
|
2023
Q4 | $1.65M | Buy |
9,073
+3,901
| +75% | +$710K | 0.6% | 16 |
|
|
2023
Q3 | $885K | Buy |
5,172
+222
| +4% | +$38K | 0.36% | 25 |
|
|
2023
Q2 | $960K | Hold |
4,950
| – | – | 0.39% | 22 |
|
|
2023
Q1 | $816K | Buy |
4,950
+96
| +2% | +$15.8K | 0.35% | 23 |
|
|
2022
Q4 | $631K | Sell |
4,854
-1,320
| -21% | -$171K | 0.29% | 27 |
|
|
2022
Q3 | $853K | Sell |
6,174
-1,645
| -21% | -$227K | 0.45% | 22 |
|
|
2022
Q2 | $1.07M | Buy |
7,819
+423
| +6% | +$57.8K | 0.55% | 24 |
|
|
2022
Q1 | $1.29M | Buy |
7,396
+1,600
| +28% | +$279K | 0.6% | 20 |
|
|
2021
Q4 | $1.03M | Buy |
5,796
+818
| +16% | +$145K | 0.5% | 21 |
|
|
2021
Q3 | $704K | Buy |
4,978
+1,320
| +36% | +$187K | 0.38% | 21 |
|
|
2021
Q2 | $501K | Buy |
3,658
+280
| +8% | +$38.3K | 0.31% | 23 |
|
|
2021
Q1 | $413K | Sell |
3,378
-227
| -6% | -$27.8K | 0.28% | 23 |
|
|
2020
Q4 | $478K | Buy |
+3,605
| New | +$478K | 0.36% | 22 |
|