W
WPWealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
25,924
+360
| +1% | +$73.9K | 0.96% | 15 |
|
|
2025
Q1 | $5.68M | Buy |
25,564
+82
| +0.3% | +$18.2K | 1.12% | 10 |
|
|
2024
Q4 | $6.38M | Sell |
25,482
-599
| -2% | -$150K | 1.3% | 10 |
|
|
2024
Q3 | $6.08M | Buy |
26,081
+1,197
| +5% | +$279K | 1.26% | 11 |
|
|
2024
Q2 | $5.24M | Buy |
24,884
+112
| +0.5% | +$23.6K | 1.27% | 11 |
|
|
2024
Q1 | $4.25M | Sell |
24,772
-63
| -0.3% | -$10.8K | 1.1% | 13 |
|
|
2023
Q4 | $4.78M | Sell |
24,835
-806
| -3% | -$155K | 1.48% | 11 |
|
|
2023
Q3 | $4.39M | Buy |
25,641
+77
| +0.3% | +$13.2K | 1.68% | 11 |
|
|
2023
Q2 | $4.96M | Buy |
25,564
+176
| +0.7% | +$34.1K | 2.13% | 8 |
|
|
2023
Q1 | $4.19M | Buy |
25,388
+472
| +2% | +$77.8K | 1.93% | 10 |
|
|
2022
Q4 | $3.24M | Buy |
+24,916
| New | +$3.24M | 1.69% | 11 |
|