WWM
WT Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.11M | Sell |
41,007
-250
| -0.6% | -$55.5K | 2.96% | 6 |
|
|
2024
Q4 | $10.3M | Buy |
41,257
+1,283
| +3% | +$321K | 3.24% | 4 |
|
|
2024
Q3 | $9.39M | Sell |
39,974
-4,104
| -9% | -$964K | 3% | 6 |
|
|
2024
Q2 | $9.28M | Sell |
44,078
-2,466
| -5% | -$519K | 3.17% | 4 |
|
|
2024
Q1 | $7.98M | Buy |
46,544
+7,971
| +21% | +$1.37M | 2.85% | 7 |
|
|
2023
Q4 | $7.43M | Buy |
38,573
+4,692
| +14% | +$903K | 2.93% | 8 |
|
|
2023
Q3 | $5.8M | Buy |
33,881
+4,084
| +14% | +$699K | 2.49% | 10 |
|
|
2023
Q2 | $5.78M | Sell |
29,797
-4,229
| -12% | -$820K | 2.4% | 10 |
|
|
2023
Q1 | $5.61M | Buy |
34,026
+1,539
| +5% | +$254K | 2.43% | 10 |
|
|
2022
Q4 | $4.22M | Sell |
32,487
-4,361
| -12% | -$567K | 2.05% | 12 |
|
|
2022
Q3 | $5.09M | Buy |
36,848
+1,089
| +3% | +$150K | 2.56% | 11 |
|
|
2022
Q2 | $4.89M | Sell |
35,759
-1,159
| -3% | -$158K | 2.41% | 11 |
|
|
2022
Q1 | $6.45M | Sell |
36,918
-1,713
| -4% | -$299K | 2.48% | 6 |
|
|
2021
Q4 | $6.86M | Buy |
38,631
+1,346
| +4% | +$239K | 2.52% | 6 |
|
|
2021
Q3 | $5.28M | Buy |
37,285
+1,642
| +5% | +$232K | 2.03% | 9 |
|
|
2021
Q2 | $4.88M | Buy |
35,643
+642
| +2% | +$87.9K | 1.98% | 10 |
|
|
2021
Q1 | $4.28M | Buy |
35,001
+4,047
| +13% | +$494K | 1.98% | 9 |
|
|
2020
Q4 | $4.11M | Buy |
30,954
+3,749
| +14% | +$497K | 2.24% | 6 |
|
|
2020
Q3 | $3.15M | Buy |
27,205
+20,329
| +296% | +$2.35M | 2.09% | 10 |
|
|
2020
Q2 | $2.51M | Sell |
6,876
-152
| -2% | -$55.4K | 2.02% | 9 |
|
|
2020
Q1 | $1.79M | Buy |
7,028
+795
| +13% | +$202K | 1.88% | 13 |
|
|
2019
Q4 | $1.83M | Sell |
6,233
-255
| -4% | -$74.9K | 1.39% | 20 |
|
|
2019
Q3 | $1.45M | Buy |
+6,488
| New | +$1.45M | 1.26% | 21 |
|