WF
WoodTrust Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
110,345
+14,096
| +15% | +$2.68M | 2.67% | 12 |
|
|
2025
Q1 | $21.4M | Sell |
96,249
-282
| -0.3% | -$62.6K | 2.99% | 10 |
|
|
2024
Q4 | $24.2M | Buy |
96,531
+883
| +0.9% | +$221K | 3.4% | 9 |
|
|
2024
Q3 | $22.3M | Sell |
95,648
-2,565
| -3% | -$598K | 3.17% | 9 |
|
|
2024
Q2 | $20.7M | Buy |
98,213
+1,181
| +1% | +$249K | 3.22% | 9 |
|
|
2024
Q1 | $16.6K | Sell |
97,032
-5,478
| -5% | -$939 | 2.64% | 11 |
|
|
2023
Q4 | $19.7M | Sell |
102,510
-1,833
| -2% | -$353K | 3.37% | 8 |
|
|
2023
Q3 | $17.9M | Buy |
104,343
+98
| +0.1% | +$16.8K | 3.42% | 7 |
|
|
2023
Q2 | $20.2M | Sell |
104,245
-3,900
| -4% | -$756K | 3.75% | 4 |
|
|
2023
Q1 | $17.8M | Sell |
108,145
-306
| -0.3% | -$50.5K | 3.46% | 5 |
|
|
2022
Q4 | $14.1M | Sell |
108,451
-8,097
| -7% | -$1.05M | 2.91% | 10 |
|
|
2022
Q3 | $16.1M | Buy |
116,548
+624
| +0.5% | +$86.2K | 3.62% | 4 |
|
|
2022
Q2 | $15.8M | Buy |
115,924
+4,161
| +4% | +$569K | 3.56% | 4 |
|
|
2022
Q1 | $19.5M | Buy |
111,763
+2,144
| +2% | +$374K | 3.96% | 4 |
|
|
2021
Q4 | $19.5M | Buy |
109,619
+533
| +0.5% | +$94.6K | 4.03% | 4 |
|
|
2021
Q3 | $15.4M | Buy |
109,086
+1,853
| +2% | +$262K | 3.63% | 7 |
|
|
2021
Q2 | $14.7M | Buy |
107,233
+5,497
| +5% | +$753K | 3.88% | 6 |
|
|
2021
Q1 | $12.4M | Sell |
101,736
-5,184
| -5% | -$633K | 3.66% | 7 |
|
|
2020
Q4 | $14.2M | Buy |
106,920
+6,964
| +7% | +$924K | 4.43% | 5 |
|
|
2020
Q3 | $11.6M | Buy |
99,956
+73,745
| +281% | +$8.54M | 4.19% | 4 |
|
|
2020
Q2 | $9.56M | Sell |
26,211
-4,688
| -15% | -$1.71M | 3.82% | 7 |
|
|
2020
Q1 | $7.86M | Sell |
30,899
-1,053
| -3% | -$268K | 3.69% | 6 |
|
|
2019
Q4 | $9.38M | Sell |
31,952
-1,159
| -4% | -$340K | 3.7% | 8 |
|
|
2019
Q3 | $7.42M | Sell |
33,111
-43
| -0.1% | -$9.63K | 3.2% | 10 |
|
|
2019
Q2 | $6.56M | Buy |
33,154
+744
| +2% | +$147K | 2.95% | 10 |
|
|
2019
Q1 | $6.16M | Buy |
32,410
+2,838
| +10% | +$539K | 2.94% | 10 |
|
|
2018
Q4 | $4.67M | Buy |
29,572
+459
| +2% | +$72.4K | 2.63% | 12 |
|
|
2018
Q3 | $6.57M | Sell |
29,113
-137
| -0.5% | -$30.9K | 3.18% | 8 |
|
|
2018
Q2 | $5.41M | Sell |
29,250
-2,265
| -7% | -$419K | 2.84% | 9 |
|
|
2018
Q1 | $5.29M | Sell |
31,515
-233
| -0.7% | -$39.1K | 2.83% | 8 |
|
|
2017
Q4 | $5.37M | Buy |
+31,748
| New | +$5.37M | 2.86% | 8 |
|