WA
WP Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Buy |
163,560
+2,825
| +2% | +$580K | 9.22% | 1 |
|
|
2025
Q1 | $35.7M | Sell |
160,735
-11,460
| -7% | -$2.55M | 11.89% | 1 |
|
|
2024
Q4 | $43.1M | Sell |
172,195
-5,599
| -3% | -$1.4M | 14.37% | 1 |
|
|
2024
Q3 | $41.4M | Sell |
177,794
-1,689
| -0.9% | -$394K | 15.14% | 1 |
|
|
2024
Q2 | $37.8M | Sell |
179,483
-342
| -0.2% | -$72K | 12.07% | 1 |
|
|
2024
Q1 | $30.8M | Sell |
179,825
-2,264
| -1% | -$388K | 10.12% | 1 |
|
|
2023
Q4 | $35.1M | Sell |
182,089
-10
| -0% | -$1.93K | 12.98% | 1 |
|
|
2023
Q3 | $31.2M | Sell |
182,099
-2,685
| -1% | -$460K | 12.89% | 1 |
|
|
2023
Q2 | $35.8M | Sell |
184,784
-2,121
| -1% | -$411K | 14.34% | 1 |
|
|
2023
Q1 | $30.8M | Sell |
186,905
-485
| -0.3% | -$80K | 12.71% | 1 |
|
|
2022
Q4 | $24.3M | Sell |
187,390
-587
| -0.3% | -$76.3K | 10.89% | 1 |
|
|
2022
Q3 | $26M | Sell |
187,977
-304
| -0.2% | -$42K | 11.76% | 1 |
|
|
2022
Q2 | $25.7M | Sell |
188,281
-3,853
| -2% | -$527K | 11.19% | 1 |
|
|
2022
Q1 | $33.5M | Sell |
192,134
-1,972
| -1% | -$344K | 13.82% | 1 |
|
|
2021
Q4 | $34.5M | Sell |
194,106
-968
| -0.5% | -$172K | 14.36% | 1 |
|
|
2021
Q3 | $27.6M | Buy |
195,074
+1,058
| +0.5% | +$150K | 11.32% | 2 |
|
|
2021
Q2 | $26.6M | Sell |
194,016
-364
| -0.2% | -$49.9K | 11.08% | 2 |
|
|
2021
Q1 | $23.7M | Buy |
194,380
+3,873
| +2% | +$473K | 10.26% | 2 |
|
|
2020
Q4 | $25.3M | Sell |
190,507
-5,354
| -3% | -$710K | 12.21% | 1 |
|
|
2020
Q3 | $22.7M | Buy |
195,861
+135,708
| +226% | +$15.7M | 13.67% | 1 |
|
|
2020
Q2 | $21.9M | Buy |
60,153
+1,498
| +3% | +$546K | 15.43% | 2 |
|
|
2020
Q1 | $14.9M | Sell |
58,655
-1,476
| -2% | -$375K | 14.49% | 2 |
|
|
2019
Q4 | $17.7M | Buy |
60,131
+8
| +0% | +$2.35K | 18.23% | 1 |
|
|
2019
Q3 | $13.5M | Sell |
60,123
-105
| -0.2% | -$23.5K | 15.43% | 1 |
|
|
2019
Q2 | $11.9M | Sell |
60,228
-671
| -1% | -$133K | 13.29% | 1 |
|
|
2019
Q1 | $116K | Sell |
60,899
-38
| -0.1% | -$72 | 12.59% | 1 |
|
|
2018
Q4 | $9.61M | Sell |
60,937
-464
| -0.8% | -$73.2K | 9.48% | 2 |
|
|
2018
Q3 | $13.9M | Sell |
61,401
-2,609
| -4% | -$589K | 12.9% | 1 |
|
|
2018
Q2 | $11.8M | Buy |
64,010
+124
| +0.2% | +$23K | 11.18% | 1 |
|
|
2018
Q1 | $10.7M | Sell |
63,886
-217
| -0.3% | -$36.4K | 11.57% | 2 |
|
|
2017
Q4 | $10.8M | Sell |
64,103
-937
| -1% | -$159K | 10.5% | 1 |
|
|
2017
Q3 | $10M | Sell |
65,040
-646
| -1% | -$99.6K | 7.57% | 2 |
|
|
2017
Q2 | $9.46M | Sell |
65,686
-2,928
| -4% | -$422K | 6.86% | 3 |
|
|
2017
Q1 | $9.86M | Buy |
68,614
+4,136
| +6% | +$594K | 6.19% | 4 |
|
|
2016
Q4 | $7.47M | Buy |
+64,478
| New | +$7.47M | 5.21% | 6 |
|