WWM
WJ Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
12,154
-2,604
| -18% | -$534K | 0.79% | 32 |
|
|
2025
Q1 | $3.28M | Sell |
14,758
-3,024
| -17% | -$672K | 1.16% | 26 |
|
|
2024
Q4 | $4.45M | Sell |
17,782
-1,324
| -7% | -$332K | 1.53% | 23 |
|
|
2024
Q3 | $4.45M | Buy |
19,106
+3,026
| +19% | +$705K | 1.57% | 23 |
|
|
2024
Q2 | $3.39M | Buy |
16,080
+1,600
| +11% | +$337K | 1.23% | 23 |
|
|
2024
Q1 | $2.48M | Buy |
14,480
+536
| +4% | +$91.9K | 0.99% | 26 |
|
|
2023
Q4 | $2.68M | Sell |
13,944
-84
| -0.6% | -$16.2K | 1.17% | 25 |
|
|
2023
Q3 | $2.4M | Buy |
14,028
+270
| +2% | +$46.2K | 1.17% | 23 |
|
|
2023
Q2 | $2.67M | Buy |
13,758
+7,198
| +110% | +$1.4M | 1.26% | 20 |
|
|
2023
Q1 | $1.08M | Sell |
6,560
-6,560
| -50% | -$1.08M | 0.73% | 25 |
|
|
2022
Q4 | $1.7M | Sell |
13,120
-1,220
| -9% | -$159K | 0.99% | 19 |
|
|
2022
Q3 | $1.98M | Sell |
14,340
-770
| -5% | -$106K | 1.24% | 19 |
|
|
2022
Q2 | $2.07M | Buy |
15,110
+4,620
| +44% | +$632K | 1.47% | 16 |
|
|
2022
Q1 | $1.83M | Buy |
10,490
+100
| +1% | +$17.5K | 1.22% | 15 |
|
|
2021
Q4 | $1.85M | Buy |
10,390
+35
| +0.3% | +$6.22K | 1.1% | 20 |
|
|
2021
Q3 | $1.47M | Buy |
10,355
+50
| +0.5% | +$7.08K | 0.97% | 26 |
|
|
2021
Q2 | $1.41M | Sell |
10,305
-640
| -6% | -$87.6K | 4.37% | 6 |
|
|
2021
Q1 | $1.34M | Buy |
10,945
+106
| +1% | +$12.9K | 4.16% | 6 |
|
|
2020
Q4 | $1.44M | Sell |
10,839
-41
| -0.4% | -$5.44K | 4.47% | 6 |
|
|
2020
Q3 | $1.26M | Buy |
10,880
+5,248
| +93% | +$608K | 4.08% | 7 |
|
|
2020
Q2 | $2.05M | Buy |
5,632
+2,715
| +93% | +$989K | 1.44% | 14 |
|
|
2020
Q1 | $742K | Buy |
2,917
+203
| +7% | +$51.6K | 2.67% | 11 |
|
|
2019
Q4 | $797K | Buy |
+2,714
| New | +$797K | 2.01% | 15 |
|