BigSur 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
Q2 | $7.67M | Sell |
26,516
-162
| -0.6% | -$46.3K | 1.85% | 11 |
|
|
2026
Q1 | $6.77M | Sell |
26,678
-8,780
| -25% | -$2.29M | 1.9% | 9 |
|
|
2025
Q4 | $9.64M | Buy |
35,458
+5
| +0% | +$1.34K | 2.34% | 8 |
|
|
2025
Q3 | $9.03M | Sell |
35,453
-6,944
| -16% | -$1.57M | 2.21% | 9 |
|
|
2025
Q2 | $8.7M | Sell |
42,397
-1,930
| -4% | -$390K | 2.2% | 9 |
|
|
2025
Q1 | $9.85M | Sell |
44,327
-5,600
| -11% | -$1.3M | 2.67% | 5 |
|
|
2024
Q4 | $12.5M | Sell |
49,927
-2,200
| -4% | -$518K | 3.57% | 3 |
|
|
2024
Q3 | $12.1M | Buy |
52,127
+24
| +0% | +$5.36K | 3.35% | 4 |
|
|
2024
Q2 | $11M | Buy |
52,103
+1,120
| +2% | +$209K | 3.36% | 4 |
|
|
2024
Q1 | $8.74M | Buy |
50,983
+21,350
| +72% | +$3.88M | 2.74% | 5 |
|
|
2023
Q4 | $5.71M | Sell |
29,633
-50
| -0.2% | -$9.23K | 2.72% | 6 |
|
|
2023
Q3 | $5.08M | Sell |
29,683
-830
| -3% | -$152K | 2.56% | 7 |
|
|
2023
Q2 | $5.92M | Sell |
30,513
-470
| -2% | -$81.9K | 2.83% | 5 |
|
|
2023
Q1 | $5.11M | Sell |
30,983
-1,893
| -6% | -$279K | 2.4% | 6 |
|
|
2022
Q4 | $4.27M | Sell |
32,876
-2,685
| -8% | -$384K | 2.06% | 8 |
|
|
2022
Q3 | $4.92M | Sell |
35,561
-1,537
| -4% | -$241K | 2.49% | 8 |
|
|
2022
Q2 | $5.07M | Buy |
37,098
+1,500
| +4% | +$227K | 2.39% | 7 |
|
|
2022
Q1 | $6.22M | Buy |
35,598
+11,737
| +49% | +$1.97M | 2.42% | 7 |
|
|
2021
Q4 | $4.24M | Hold |
23,861
| – | – | 1.66% | 14 |
|
|
2021
Q3 | $3.38M | Sell |
23,861
-4,115
| -15% | -$606K | 1.52% | 14 |
|
|
2021
Q2 | $3.83M | Buy |
27,976
+5,250
| +23% | +$680K | 1.73% | 13 |
|
|
2021
Q1 | $2.78M | Sell |
22,726
-5,650
| -20% | -$725K | 1.42% | 17 |
|
|
2020
Q4 | $3.77M | Hold |
28,376
| – | – | 2.13% | 8 |
|
|
2020
Q3 | $3.29M | Sell |
28,376
-17,184
| -38% | -$1.88M | 2.09% | 7 |
|
|
2020
Q2 | $4.16M | Sell |
45,560
-8,600
| -16% | -$666K | 2.97% | 5 |
|
|
2020
Q1 | $3.44M | Sell |
54,160
-9,896
| -15% | -$728K | 2.58% | 5 |
|
|
2019
Q4 | $4.7M | Hold |
64,056
| – | – | 2.66% | 6 |
|
|
2019
Q3 | $3.59M | Buy |
64,056
+22,600
| +55% | +$1.18M | 2.42% | 5 |
|
|
2019
Q2 | $2.09M | Sell |
41,456
-15,600
| -27% | -$760K | 1.46% | 13 |
|
|
2019
Q1 | $2.71M | Buy |
57,056
+1,000
| +2% | +$42.4K | 1.78% | 11 |
|
|
2018
Q4 | $2.21M | Buy |
56,056
+196
| +0.4% | +$9.5K | 1.57% | 14 |
|
|
2018
Q3 | $3.15M | Buy |
55,860
+3,100
| +6% | +$161K | 1.97% | 9 |
|
|
2018
Q2 | $2.44M | Sell |
52,760
-4,900
| -8% | -$222K | 1.78% | 11 |
|
|
2018
Q1 | $2.42M | Buy |
57,660
+8,600
| +18% | +$370K | 1.72% | 11 |
|
|
2017
Q4 | $2.08M | Sell |
49,060
-600
| -1% | -$25.1K | 2.06% | 7 |
|
|
2017
Q3 | $1.91M | Sell |
49,660
-8,400
| -14% | -$326K | 1.92% | 7 |
|
|
2017
Q2 | $2.31M | Hold |
58,060
| – | – | 2.34% | 6 |
|
|
2017
Q1 | $2.23M | Sell |
58,060
-23,000
| -28% | -$757K | 2.42% | 5 |
|
|
2016
Q4 | $2.35M | Buy |
+81,060
| New | +$2.3M | 3.14% | 5 |
|
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