Northwest Capital 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
$8.36M Sell
40,753
-2,225
-5% -$457K 4.53% 4
2025
Q1
$9.55M Sell
42,978
-139
-0.3% -$30.9K 3.92% 5
2024
Q4
$10.8M Sell
43,117
-8,313
-16% -$2.08M 4.63% 5
2024
Q3
$12M Sell
51,430
-9,158
-15% -$2.13M 4.32% 5
2024
Q2
$12.8M Sell
60,588
-3,952
-6% -$832K 4.66% 6
2024
Q1
$11.1M Buy
64,540
+12
+0% +$2.06K 3.54% 8
2023
Q4
$12.4M Buy
64,528
+3,099
+5% +$597K 4.17% 7
2023
Q3
$10.5M Buy
61,429
+304
+0.5% +$52K 4.06% 7
2023
Q2
$11.9M Buy
61,125
+12
+0% +$2.33K 4.97% 5
2023
Q1
$10.1M Buy
61,113
+8,473
+16% +$1.4M 4.89% 6
2022
Q4
$6.84M Sell
52,640
-332
-0.6% -$43.1K 3.63% 7
2022
Q3
$7.32M Buy
52,972
+8,025
+18% +$1.11M 4.24% 8
2022
Q2
$6.15M Buy
44,947
+103
+0.2% +$14.1K 3.22% 9
2022
Q1
$7.83M Buy
44,844
+624
+1% +$109K 3.68% 8
2021
Q4
$7.62M Buy
44,220
+3
+0% +$517 3.61% 8
2021
Q3
$6.58M Buy
44,217
+671
+2% +$99.8K 3.42% 10
2021
Q2
$6.35M Buy
43,546
+2,288
+6% +$334K 3.58% 10
2021
Q1
$5.04M Sell
41,258
-9
-0% -$1.1K 3.66% 9
2020
Q4
$5.48M Sell
41,267
-220
-0.5% -$29.2K 4.08% 9
2020
Q3
$4.81M Sell
41,487
-553
-1% -$64K 3.98% 9
2020
Q2
$3.83M Buy
42,040
+616
+1% +$56.2K 3.37% 9
2020
Q1
$2.63M Sell
41,424
-1,824
-4% -$116K 2.63% 12
2019
Q4
$3.18M Buy
43,248
+56
+0.1% +$4.11K 2.9% 10
2019
Q3
$2.42M Buy
43,192
+1,372
+3% +$76.8K 2.55% 9
2019
Q2
$2.07M Buy
41,820
+232
+0.6% +$11.5K 2.26% 10
2019
Q1
$1.98M Sell
41,588
-668
-2% -$31.7K 2.38% 12
2018
Q4
$1.67M Buy
42,256
+472
+1% +$18.6K 2.34% 14
2018
Q3
$2.36M Buy
41,784
+8,596
+26% +$485K 2.51% 13
2018
Q2
$1.54M Sell
33,188
-14,972
-31% -$693K 1.91% 16
2018
Q1
$2.02M Buy
48,160
+4,964
+11% +$208K 2.16% 15
2017
Q4
$1.83M Buy
+43,196
New +$1.83M 2% 17