WFA
WMG Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
28,613
+483
| +2% | +$99.1K | 2.17% | 8 |
|
|
2025
Q1 | $6.25M | Buy |
28,130
+621
| +2% | +$138K | 2.66% | 7 |
|
|
2024
Q4 | $6.89M | Sell |
27,509
-410
| -1% | -$103K | 2.97% | 5 |
|
|
2024
Q3 | $6.51M | Buy |
27,919
+1,630
| +6% | +$380K | 2.94% | 5 |
|
|
2024
Q2 | $5.54M | Buy |
26,289
+3,290
| +14% | +$693K | 2.93% | 5 |
|
|
2024
Q1 | $3.94M | Buy |
22,999
+3,127
| +16% | +$536K | 2.26% | 7 |
|
|
2023
Q4 | $3.83M | Sell |
19,872
-528
| -3% | -$102K | 2.5% | 7 |
|
|
2023
Q3 | $3.49M | Sell |
20,400
-2,162
| -10% | -$370K | 2.97% | 5 |
|
|
2023
Q2 | $4.38M | Buy |
22,562
+1,535
| +7% | +$298K | 3.22% | 6 |
|
|
2023
Q1 | $4M | Sell |
21,027
-6,006
| -22% | -$1.14M | 3.31% | 4 |
|
|
2022
Q4 | $3.51M | Buy |
27,033
+28
| +0.1% | +$3.64K | 2.99% | 4 |
|
|
2022
Q3 | $3.74M | Buy |
27,005
+780
| +3% | +$108K | 3.37% | 4 |
|
|
2022
Q2 | $3.59M | Buy |
26,225
+2,051
| +8% | +$280K | 3.11% | 5 |
|
|
2022
Q1 | $4.22M | Buy |
24,174
+2,017
| +9% | +$352K | 3.1% | 6 |
|
|
2021
Q4 | $3.95M | Buy |
+22,157
| New | +$3.95M | 3.08% | 5 |
|