First Wilshire Securities Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $234K | Sell |
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|
2025
Q3 | $219K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $277K | Buy |
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