Leeward Financial Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.4M Buy
2025
Q1
$10.4M Buy
2024
Q4
$11.4M Buy
2024
Q3
$10.5M Buy
2024
Q2
$8.92M Buy
2024
Q1
$7.07M Sell
2023
Q4
$9.28M Sell
2023
Q3
$8.25M Buy
2023
Q2
$8.74M Buy
2023
Q1
$7.22M Buy
2022
Q4
$5.52M Sell
2022
Q3
$5.91M Buy
2022
Q2
$5.79M Buy
2022
Q1
$6.33M Sell
2021
Q4
$6.46M Buy