Leith Wheeler Investment Counsel’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 | $508K | Sell |
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|
2025
Q1 | $764K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $486K | Sell |
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|
2023
Q1 | $441K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $472K | Hold |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $486K | Sell |
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|
2021
Q2 | $479K | Sell |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $729K | Hold |
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|
2020
Q3 | $500K | Hold |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $231K | Buy |
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