Golden State Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3M | Sell |
127,951
-531
| -0.4% | -$109K | 3.19% | 3 |
|
|
2025
Q1 | $28.5M | Buy |
128,482
+4,664
| +4% | +$1.04M | 4.24% | 2 |
|
|
2024
Q4 | $31M | Buy |
+123,818
| New | +$31M | 4.65% | 2 |
|
|
2022
Q1 | $24.2M | Sell |
138,869
-16,635
| -11% | -$2.9M | 4.75% | 3 |
|
|
2021
Q4 | $27.6M | Buy |
155,504
+36,019
| +30% | +$6.4M | 4.75% | 3 |
|
|
2021
Q3 | $16.9M | Sell |
119,485
-1,161
| -1% | -$164K | 3.68% | 4 |
|
|
2021
Q2 | $16.5M | Buy |
120,646
+9,968
| +9% | +$1.37M | 3.64% | 4 |
|
|
2021
Q1 | $13.5M | Sell |
110,678
-52,098
| -32% | -$6.36M | 4.46% | 3 |
|
|
2020
Q4 | $21.6M | Buy |
162,776
+13,646
| +9% | +$1.81M | 6.26% | 3 |
|
|
2020
Q3 | $17.3M | Sell |
149,130
-29,922
| -17% | -$3.47M | 5.77% | 3 |
|
|
2020
Q2 | $16.3M | Buy |
179,052
+69,980
| +64% | +$6.38M | 5.24% | 3 |
|
|
2020
Q1 | $6.93M | Buy |
109,072
+79,560
| +270% | +$5.06M | 3.06% | 3 |
|
|
2019
Q4 | $2.17M | Sell |
29,512
-118,856
| -80% | -$8.73M | 0.41% | 18 |
|
|
2019
Q3 | $8.31M | Sell |
148,368
-7,868
| -5% | -$441K | 2.74% | 5 |
|
|
2019
Q2 | $7.73M | Sell |
156,236
-1,836
| -1% | -$90.8K | 2.45% | 5 |
|
|
2019
Q1 | $7.51M | Buy |
+158,072
| New | +$7.51M | 2.51% | 5 |
|