WWP
WR Wealth Planners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.55M | Sell |
34,133
-1,787
| -5% | -$448K | 2.75% | 8 |
|
|
2024
Q3 | $8.37M | Sell |
35,920
-308
| -0.9% | -$71.8K | 2.33% | 8 |
|
|
2024
Q2 | $7.63M | Sell |
36,228
-456
| -1% | -$96K | 2.33% | 9 |
|
|
2024
Q1 | $6.29M | Sell |
36,684
-4,421
| -11% | -$758K | 1.96% | 12 |
|
|
2023
Q4 | $7.91M | Buy |
41,105
+1,545
| +4% | +$297K | 2.94% | 8 |
|
|
2023
Q3 | $6.77M | Sell |
39,560
-78
| -0.2% | -$13.4K | 2.58% | 9 |
|
|
2023
Q2 | $7.69M | Buy |
39,638
+860
| +2% | +$167K | 2.98% | 7 |
|
|
2023
Q1 | $6.39M | Buy |
38,778
+29,882
| +336% | +$4.93M | 2.76% | 8 |
|
|
2022
Q4 | $1.16M | Sell |
8,896
-2,537
| -22% | -$330K | 0.71% | 28 |
|
|
2022
Q3 | $1.58M | Buy |
11,433
+258
| +2% | +$35.7K | 1.11% | 23 |
|
|
2022
Q2 | $1.53M | Buy |
11,175
+78
| +0.7% | +$10.7K | 1.01% | 23 |
|
|
2022
Q1 | $1.94M | Buy |
+11,097
| New | +$1.94M | 1.15% | 23 |
|