Pacific Capital Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.33M | Sell |
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|
2025
Q2 | $5.09M | Sell |
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|
2025
Q1 | $8.49M | Buy |
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|
2024
Q4 | $9.55M | Sell |
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|
2024
Q3 | $8.91M | Buy |
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|
2024
Q2 | $8M | Buy |
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|
2024
Q1 | $5.84M | Buy |
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|
2023
Q4 | $6.51M | Sell |
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|
2023
Q3 | $5.8M | Sell |
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|
2023
Q2 | $6.61M | Buy |
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|
2023
Q1 | $5.58M | Buy |
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|
2022
Q4 | $3.18M | Sell |
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|
2022
Q3 | $4.04M | Sell |
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|
2022
Q2 | $4.03M | Buy |
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|
2022
Q1 | $5.05M | Sell |
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|
2021
Q4 | $5.4M | Sell |
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|
2021
Q3 | $4.44M | Buy |
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|
2021
Q2 | $1.91M | Sell |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $973K | Sell |
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|
2020
Q1 | $681K | Sell |
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|
2019
Q4 | $800K | Buy |
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