YWS
Yarger Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Buy |
37,692
+3,476
| +10% | +$713K | 4.04% | 4 |
|
|
2025
Q1 | $7.6M | Buy |
34,216
+56
| +0.2% | +$12.4K | 4.43% | 4 |
|
|
2024
Q4 | $8.55M | Sell |
34,160
-1,244
| -4% | -$312K | 4.93% | 4 |
|
|
2024
Q3 | $8.25M | Sell |
35,404
-986
| -3% | -$230K | 4.56% | 7 |
|
|
2024
Q2 | $7.66M | Sell |
36,390
-4
| -0% | -$842 | 4.61% | 5 |
|
|
2024
Q1 | $6.24M | Buy |
36,394
+1,802
| +5% | +$309K | 4.25% | 7 |
|
|
2023
Q4 | $6.66M | Buy |
34,592
+167
| +0.5% | +$32.2K | 5.37% | 5 |
|
|
2023
Q3 | $5.89M | Sell |
34,425
-94
| -0.3% | -$16.1K | 5.01% | 6 |
|
|
2023
Q2 | $6.7M | Buy |
34,519
+106
| +0.3% | +$20.6K | 6.02% | 6 |
|
|
2023
Q1 | $5.67M | Buy |
34,413
+51
| +0.1% | +$8.41K | 6.22% | 5 |
|
|
2022
Q4 | $4.46M | Buy |
34,362
+56
| +0.2% | +$7.28K | 5.53% | 5 |
|
|
2022
Q3 | $4.74M | Sell |
34,306
-739
| -2% | -$102K | 6.29% | 4 |
|
|
2022
Q2 | $5.15M | Sell |
35,045
-49
| -0.1% | -$7.21K | 6.65% | 4 |
|
|
2022
Q1 | $6.13M | Sell |
35,094
-644
| -2% | -$112K | 7.99% | 3 |
|
|
2021
Q4 | $6.35M | Buy |
+35,738
| New | +$6.35M | 6.84% | 3 |
|