Pacific Capital Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Sell |
24,264
-13,940
| -36% | -$2.93M | 0.93% | 16 |
|
|
2025
Q1 | $8.49M | Buy |
38,204
+69
| +0.2% | +$15.3K | 1.47% | 12 |
|
|
2024
Q4 | $9.55M | Sell |
38,135
-84
| -0.2% | -$21K | 1.59% | 12 |
|
|
2024
Q3 | $8.91M | Buy |
38,219
+252
| +0.7% | +$58.7K | 1.5% | 14 |
|
|
2024
Q2 | $8M | Buy |
37,967
+3,886
| +11% | +$818K | 1.46% | 15 |
|
|
2024
Q1 | $5.84M | Buy |
34,081
+274
| +0.8% | +$47K | 1.38% | 15 |
|
|
2023
Q4 | $6.51M | Sell |
33,807
-53
| -0.2% | -$10.2K | 1.65% | 14 |
|
|
2023
Q3 | $5.8M | Sell |
33,860
-200
| -0.6% | -$34.2K | 1.63% | 14 |
|
|
2023
Q2 | $6.61M | Buy |
34,060
+241
| +0.7% | +$46.7K | 1.68% | 16 |
|
|
2023
Q1 | $5.58M | Buy |
33,819
+9,317
| +38% | +$1.54M | 1.44% | 16 |
|
|
2022
Q4 | $3.18M | Sell |
24,502
-4,698
| -16% | -$610K | 0.82% | 27 |
|
|
2022
Q3 | $4.04M | Sell |
29,200
-261
| -0.9% | -$36.1K | 1.1% | 21 |
|
|
2022
Q2 | $4.03M | Buy |
29,461
+518
| +2% | +$70.8K | 1.12% | 22 |
|
|
2022
Q1 | $5.05M | Sell |
28,943
-1,482
| -5% | -$259K | 1.44% | 19 |
|
|
2021
Q4 | $5.4M | Sell |
30,425
-931
| -3% | -$165K | 1.56% | 20 |
|
|
2021
Q3 | $4.44M | Buy |
31,356
+17,381
| +124% | +$2.46M | 1.41% | 21 |
|
|
2021
Q2 | $1.91M | Sell |
13,975
-1,685
| -11% | -$231K | 0.96% | 32 |
|
|
2021
Q1 | $1.91M | Buy |
15,660
+3,407
| +28% | +$416K | 1.06% | 28 |
|
|
2020
Q4 | $1.63M | Buy |
12,253
+426
| +4% | +$56.5K | 0.92% | 32 |
|
|
2020
Q3 | $1.37M | Buy |
11,827
+1,159
| +11% | +$134K | 0.81% | 33 |
|
|
2020
Q2 | $973K | Sell |
10,668
-52
| -0.5% | -$4.74K | 0.66% | 34 |
|
|
2020
Q1 | $681K | Sell |
10,720
-184
| -2% | -$11.7K | 0.51% | 36 |
|
|
2019
Q4 | $800K | Buy |
+10,904
| New | +$800K | 0.53% | 36 |
|