WCWM
Wooster Corthell Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
13,273
-422
| -3% | -$86.6K | 0.5% | 30 |
|
|
2025
Q1 | $3.04M | Buy |
13,695
+3,566
| +35% | +$792K | 0.62% | 26 |
|
|
2024
Q4 | $2.54M | Buy |
10,129
+187
| +2% | +$46.8K | 0.55% | 23 |
|
|
2024
Q3 | $2.32M | Sell |
9,942
-306
| -3% | -$71.3K | 0.49% | 25 |
|
|
2024
Q2 | $2.16M | Sell |
10,248
-335
| -3% | -$70.6K | 0.49% | 24 |
|
|
2024
Q1 | $1.81M | Sell |
10,583
-67
| -0.6% | -$11.5K | 0.42% | 24 |
|
|
2023
Q4 | $2.05M | Sell |
10,650
-210
| -2% | -$40.4K | 0.49% | 23 |
|
|
2023
Q3 | $1.86M | Sell |
10,860
-526
| -5% | -$90.1K | 0.49% | 24 |
|
|
2023
Q2 | $2.21M | Sell |
11,386
-332
| -3% | -$64.4K | 0.56% | 23 |
|
|
2023
Q1 | $1.93M | Sell |
11,718
-121
| -1% | -$20K | 0.52% | 24 |
|
|
2022
Q4 | $1.54M | Buy |
11,839
+4
| +0% | +$520 | 0.44% | 25 |
|
|
2022
Q3 | $1.64M | Sell |
11,835
-612
| -5% | -$84.6K | 0.49% | 24 |
|
|
2022
Q2 | $1.7M | Sell |
12,447
-1,135
| -8% | -$155K | 0.48% | 23 |
|
|
2022
Q1 | $2.37M | Sell |
13,582
-559
| -4% | -$97.6K | 0.59% | 21 |
|
|
2021
Q4 | $2.51M | Sell |
14,141
-49
| -0.3% | -$8.7K | 0.59% | 21 |
|
|
2021
Q3 | $2.01M | Sell |
14,190
-257
| -2% | -$36.4K | 0.5% | 21 |
|
|
2021
Q2 | $1.98M | Sell |
14,447
-64
| -0.4% | -$8.77K | 0.5% | 22 |
|
|
2021
Q1 | $1.77M | Buy |
14,511
+7,307
| +101% | +$893K | 0.48% | 22 |
|
|
2020
Q4 | $956K | Buy |
7,204
+935
| +15% | +$124K | 0.27% | 30 |
|
|
2020
Q3 | $726K | Buy |
6,269
+4,674
| +293% | +$541K | 0.23% | 31 |
|
|
2020
Q2 | $582K | Buy |
1,595
+185
| +13% | +$67.5K | 0.2% | 32 |
|
|
2020
Q1 | $359K | Sell |
1,410
-16
| -1% | -$4.07K | 0.14% | 37 |
|
|
2019
Q4 | $419K | Sell |
1,426
-2
| -0.1% | -$588 | 0.17% | 29 |
|
|
2019
Q3 | $320K | Sell |
1,428
-19
| -1% | -$4.26K | 0.14% | 31 |
|
|
2019
Q2 | $286K | Buy |
1,447
+62
| +4% | +$12.3K | 0.13% | 32 |
|
|
2019
Q1 | $263K | Buy |
+1,385
| New | +$263K | 0.12% | 34 |
|