FWSM
First Wilshire Securities Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,448
| Closed | -$363K | – | 79 |
|
|
2024
Q4 | $363K | Sell |
1,448
-14
| -1% | -$3.51K | 0.1% | 64 |
|
|
2024
Q3 | $341K | Sell |
1,462
-45
| -3% | -$10.5K | 0.1% | 65 |
|
|
2024
Q2 | $317K | Sell |
1,507
-247
| -14% | -$52K | 0.1% | 66 |
|
|
2024
Q1 | $301K | Hold |
1,754
| – | – | 0.09% | 70 |
|
|
2023
Q4 | $338K | Sell |
1,754
-86
| -5% | -$16.6K | 0.11% | 69 |
|
|
2023
Q3 | $315K | Hold |
1,840
| – | – | 0.11% | 70 |
|
|
2023
Q2 | $357K | Sell |
1,840
-358
| -16% | -$69.5K | 0.12% | 66 |
|
|
2023
Q1 | $362K | Hold |
2,198
| – | – | 0.12% | 64 |
|
|
2022
Q4 | $286K | Hold |
2,198
| – | – | 0.1% | 70 |
|
|
2022
Q3 | $304K | Buy |
2,198
+174
| +9% | +$24.1K | 0.12% | 64 |
|
|
2022
Q2 | $277K | Buy |
+2,024
| New | +$277K | 0.1% | 71 |
|