WHC
Wulff, Hansen & Co’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
15,499
-495
| -3% | -$102K | 2.72% | 9 |
|
|
2025
Q1 | $3.55M | Buy |
15,994
+5,307
| +50% | +$1.18M | 3.24% | 6 |
|
|
2024
Q4 | $2.68M | Sell |
10,687
-157
| -1% | -$39.3K | 2.53% | 8 |
|
|
2024
Q3 | $2.53M | Hold |
10,844
| – | – | 2.29% | 10 |
|
|
2024
Q2 | $2.28M | Buy |
10,844
+255
| +2% | +$53.7K | 2.26% | 10 |
|
|
2024
Q1 | $1.82M | Sell |
10,589
-625
| -6% | -$107K | 1.81% | 16 |
|
|
2023
Q4 | $2.16M | Sell |
11,214
-95
| -0.8% | -$18.3K | 2.4% | 10 |
|
|
2023
Q3 | $1.96M | Sell |
11,309
-3,901
| -26% | -$677K | 2.29% | 11 |
|
|
2023
Q2 | $2.95M | Sell |
15,210
-190
| -1% | -$36.9K | 3.3% | 5 |
|
|
2023
Q1 | $2.54M | Sell |
15,400
-30
| -0.2% | -$4.95K | 2.9% | 6 |
|
|
2022
Q4 | $2M | Sell |
15,430
-240
| -2% | -$31.2K | 2.43% | 12 |
|
|
2022
Q3 | $2.17M | Buy |
15,670
+1,745
| +13% | +$241K | 2.71% | 8 |
|
|
2022
Q2 | $1.9M | Buy |
13,925
+15
| +0.1% | +$2.05K | 2.16% | 13 |
|
|
2022
Q1 | $2.43M | Buy |
13,910
+2,416
| +21% | +$422K | 2.31% | 11 |
|
|
2021
Q4 | $2.04M | Buy |
+11,494
| New | +$2.04M | 1.76% | 20 |
|