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WPG Advisers’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
7,086
-1,118
-14% -$229K 1.23% 15
2025
Q1
$1.82M Buy
8,204
+1,339
+20% +$297K 1.7% 13
2024
Q4
$1.72M Buy
+6,865
New +$1.72M 1.6% 11