Golden State Equity Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
102,911
+1,364
| +1% | +$280K | 3.91% | 2 |
|
|
2025
Q1 | $22.6M | Sell |
101,547
-15,394
| -13% | -$3.42M | 4.46% | 1 |
|
|
2024
Q4 | $29.3M | Buy |
116,941
+108,153
| +1,231% | +$27.1M | 5.6% | 1 |
|
|
2024
Q3 | $2.05M | Sell |
8,788
-104,645
| -92% | -$24.4M | 1.08% | 16 |
|
|
2024
Q2 | $23.9M | Buy |
+113,433
| New | +$23.9M | 4.98% | 2 |
|
|
2023
Q4 | $23.3M | Buy |
120,876
+2,136
| +2% | +$411K | 5.65% | 1 |
|
|
2023
Q3 | $20.3M | Sell |
118,740
-356
| -0.3% | -$61K | 5.67% | 1 |
|
|
2023
Q2 | $23.1M | Buy |
119,096
+83,284
| +233% | +$16.2M | 6.5% | 1 |
|
|
2023
Q1 | $5.91M | Buy |
+35,812
| New | +$5.91M | 3.2% | 2 |
|
|
2022
Q1 | $7.99M | Sell |
45,761
-248
| -0.5% | -$43.3K | 4.02% | 2 |
|
|
2021
Q4 | $8.17M | Sell |
46,009
-33,461
| -42% | -$5.94M | 4.13% | 4 |
|
|
2021
Q3 | $11.2M | Sell |
79,470
-35,391
| -31% | -$5.01M | 4.58% | 1 |
|
|
2021
Q2 | $15.7M | Buy |
114,861
+14,955
| +15% | +$2.05M | 6.07% | 1 |
|
|
2021
Q1 | $12.2M | Buy |
99,906
+32,110
| +47% | +$3.92M | 6.97% | 1 |
|
|
2020
Q4 | $9M | Buy |
+67,796
| New | +$9M | 6.19% | 1 |
|