WMG Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
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|
2025
Q1 | $6.25M | Buy |
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|
2024
Q4 | $6.89M | Sell |
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|
2024
Q3 | $6.51M | Buy |
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|
2024
Q2 | $5.54M | Buy |
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|
2024
Q1 | $3.94M | Buy |
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|
2023
Q4 | $3.83M | Sell |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $4.38M | Buy |
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|
2023
Q1 | $4M | Sell |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $3.74M | Buy |
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|
2022
Q2 | $3.59M | Buy |
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|
2022
Q1 | $4.22M | Buy |
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|
2021
Q4 | $3.95M | Buy |
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