WIA
World Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145M | Buy |
707,040
+91,508
| +15% | +$18.8M | 3.29% | 1 |
|
|
2025
Q1 | $137M | Buy |
615,532
+9,762
| +2% | +$2.17M | 3.55% | 1 |
|
|
2024
Q4 | $152M | Buy |
605,770
+91,995
| +18% | +$23M | 4.15% | 1 |
|
|
2024
Q3 | $120M | Buy |
513,775
+152,262
| +42% | +$35.5M | 3.75% | 1 |
|
|
2024
Q2 | $76.1M | Buy |
361,513
+319,971
| +770% | +$67.4M | 4.74% | 2 |
|
|
2024
Q1 | $10.1M | Sell |
41,542
-34,642
| -45% | -$8.4M | 1.44% | 9 |
|
|
2023
Q4 | $14.7M | Buy |
76,184
+55,090
| +261% | +$10.6M | 1.91% | 12 |
|
|
2023
Q3 | $3.61M | Buy |
21,094
+1,010
| +5% | +$173K | 0.72% | 29 |
|
|
2023
Q2 | $3.9M | Buy |
20,084
+418
| +2% | +$81.1K | 0.75% | 25 |
|
|
2023
Q1 | $3.24M | Buy |
19,666
+170
| +0.9% | +$28K | 0.68% | 29 |
|
|
2022
Q4 | $2.53M | Sell |
19,496
-11,720
| -38% | -$1.52M | 0.58% | 38 |
|
|
2022
Q3 | $4.31M | Buy |
31,216
+335
| +1% | +$46.3K | 1.02% | 23 |
|
|
2022
Q2 | $5.13M | Buy |
30,881
+327
| +1% | +$54.3K | 1.08% | 21 |
|
|
2022
Q1 | $5.34M | Buy |
30,554
+323
| +1% | +$56.4K | 1.11% | 20 |
|
|
2021
Q4 | $5.2M | Buy |
30,231
+941
| +3% | +$162K | 1.09% | 21 |
|
|
2021
Q3 | $4.14M | Buy |
29,290
+165
| +0.6% | +$23.3K | 0.94% | 21 |
|
|
2021
Q2 | $3.99M | Buy |
29,125
+55
| +0.2% | +$7.53K | 0.91% | 20 |
|
|
2021
Q1 | $3.63M | Buy |
29,070
+1,111
| +4% | +$139K | 0.88% | 20 |
|
|
2020
Q4 | $3.79M | Sell |
27,959
-7,482
| -21% | -$1.01M | 0.96% | 20 |
|
|
2020
Q3 | $4.1M | Buy |
35,441
+27,311
| +336% | +$3.16M | 1.4% | 17 |
|
|
2020
Q2 | $3.68M | Sell |
8,130
-150
| -2% | -$67.9K | 1.29% | 18 |
|
|
2020
Q1 | $2.11M | Buy |
8,280
+53
| +0.6% | +$13.5K | 0.98% | 23 |
|
|
2019
Q4 | $2.42M | Buy |
8,227
+232
| +3% | +$68.1K | 0.94% | 23 |
|
|
2019
Q3 | $1.79M | Sell |
7,995
-38,925
| -83% | -$8.72M | 0.77% | 20 |
|
|
2019
Q2 | $1.65M | Buy |
46,920
+39,075
| +498% | +$1.38M | 0.73% | 21 |
|
|
2019
Q1 | $1.49M | Sell |
7,845
-6,811
| -46% | -$1.29M | 0.68% | 25 |
|
|
2018
Q4 | $2.5M | Buy |
+14,656
| New | +$2.5M | 1.12% | 19 |
|