WT Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.35M | Sell |
28,948
-5,254
| -15% | -$1.37M | 2.18% | 12 |
|
|
2025
Q4 | $9.3M | Sell |
34,202
-7,743
| -18% | -$2.08M | 2.67% | 7 |
|
|
2025
Q3 | $10.7M | Sell |
41,945
-2,618
| -6% | -$591K | 3.07% | 6 |
|
|
2025
Q2 | $9.14M | Buy |
44,563
+3,556
| +9% | +$718K | 2.71% | 9 |
|
|
2025
Q1 | $9.11M | Sell |
41,007
-250
| -0.6% | -$57.9K | 2.96% | 6 |
|
|
2024
Q4 | $10.3M | Buy |
41,257
+1,283
| +3% | +$302K | 3.24% | 4 |
|
|
2024
Q3 | $9.39M | Sell |
39,974
-4,104
| -9% | -$916K | 3% | 6 |
|
|
2024
Q2 | $9.28M | Sell |
44,078
-2,466
| -5% | -$460K | 3.17% | 4 |
|
|
2024
Q1 | $7.98M | Buy |
46,544
+7,971
| +21% | +$1.45M | 2.85% | 7 |
|
|
2023
Q4 | $7.43M | Buy |
38,573
+4,692
| +14% | +$866K | 2.93% | 8 |
|
|
2023
Q3 | $5.8M | Buy |
33,881
+4,084
| +14% | +$749K | 2.49% | 10 |
|
|
2023
Q2 | $5.78M | Sell |
29,797
-4,229
| -12% | -$737K | 2.4% | 10 |
|
|
2023
Q1 | $5.61M | Buy |
34,026
+1,539
| +5% | +$227K | 2.43% | 10 |
|
|
2022
Q4 | $4.22M | Sell |
32,487
-4,361
| -12% | -$623K | 2.05% | 12 |
|
|
2022
Q3 | $5.09M | Buy |
36,848
+1,089
| +3% | +$171K | 2.56% | 11 |
|
|
2022
Q2 | $4.89M | Sell |
35,759
-1,159
| -3% | -$176K | 2.41% | 11 |
|
|
2022
Q1 | $6.45M | Sell |
36,918
-1,713
| -4% | -$288K | 2.48% | 6 |
|
|
2021
Q4 | $6.86M | Buy |
38,631
+1,346
| +4% | +$213K | 2.52% | 6 |
|
|
2021
Q3 | $5.28M | Buy |
37,285
+1,642
| +5% | +$242K | 2.03% | 9 |
|
|
2021
Q2 | $4.88M | Buy |
35,643
+642
| +2% | +$83.2K | 1.98% | 10 |
|
|
2021
Q1 | $4.28M | Buy |
35,001
+4,047
| +13% | +$519K | 1.98% | 9 |
|
|
2020
Q4 | $4.11M | Buy |
30,954
+3,749
| +14% | +$451K | 2.24% | 6 |
|
|
2020
Q3 | $3.15M | Sell |
27,205
-299
| -1% | -$32.6K | 2.09% | 10 |
|
|
2020
Q2 | $2.51M | Sell |
27,504
-608
| -2% | -$47.1K | 2.02% | 9 |
|
|
2020
Q1 | $1.79M | Buy |
28,112
+3,180
| +13% | +$234K | 1.88% | 13 |
|
|
2019
Q4 | $1.83M | Sell |
24,932
-1,020
| -4% | -$65.6K | 1.39% | 20 |
|
|
2019
Q3 | $1.45M | Buy |
+25,952
| New | +$1.36M | 1.26% | 21 |
|
Other funds holding AAPL
VCM
VPM
