WFAG
Worth Financial Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
26,692
+1,080
| +4% | +$222K | 3.36% | 4 |
|
|
2025
Q1 | $5.69M | Buy |
25,612
+395
| +2% | +$87.7K | 3.62% | 3 |
|
|
2024
Q4 | $6.31M | Sell |
25,217
-13,997
| -36% | -$3.51M | 3.89% | 3 |
|
|
2024
Q3 | $9.14M | Buy |
39,214
+13,085
| +50% | +$3.05M | 5.37% | 2 |
|
|
2024
Q2 | $5.5M | Sell |
26,129
-236
| -0.9% | -$49.7K | 3.61% | 4 |
|
|
2024
Q1 | $4.52M | Buy |
26,365
+1,419
| +6% | +$243K | 3.13% | 5 |
|
|
2023
Q4 | $4.8M | Buy |
24,946
+113
| +0.5% | +$21.8K | 3.84% | 3 |
|
|
2023
Q3 | $4.25M | Buy |
24,833
+605
| +2% | +$104K | 3.83% | 3 |
|
|
2023
Q2 | $4.7M | Sell |
24,228
-619
| -2% | -$120K | 4.36% | 2 |
|
|
2023
Q1 | $4.1M | Buy |
24,847
+768
| +3% | +$127K | 3.91% | 3 |
|
|
2022
Q4 | $3.13M | Buy |
+24,079
| New | +$3.13M | 3.63% | 3 |
|