Pacific Center for Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.8M | Sell |
33,145
-196
| -0.6% | -$40.2K | 1.84% | 12 |
|
2025
Q1 | $7.41M | Buy |
33,341
+4
| +0% | +$889 | 1.96% | 11 |
|
2024
Q4 | $8.35M | Sell |
33,337
-2,161
| -6% | -$541K | 2.15% | 12 |
|
2024
Q3 | $8.27M | Sell |
35,498
-565
| -2% | -$132K | 2.18% | 12 |
|
2024
Q2 | $7.6M | Buy |
36,063
+6,191
| +21% | +$1.3M | 2.13% | 12 |
|
2024
Q1 | $5.12M | Sell |
29,872
-478
| -2% | -$82K | 1.46% | 13 |
|
2023
Q4 | $5.84M | Sell |
30,350
-427
| -1% | -$82.2K | 1.84% | 13 |
|
2023
Q3 | $5.27M | Buy |
30,777
+455
| +2% | +$77.9K | 1.79% | 14 |
|
2023
Q2 | $5.88M | Buy |
30,322
+48
| +0.2% | +$9.31K | 1.93% | 15 |
|
2023
Q1 | $4.99M | Buy |
+30,274
| New | +$4.99M | 1.72% | 15 |
|
2022
Q3 | $4.37M | Sell |
31,617
-439
| -1% | -$60.7K | 1.71% | 14 |
|
2022
Q2 | $4.38M | Sell |
32,056
-599
| -2% | -$81.9K | 1.81% | 13 |
|
2022
Q1 | $5.7M | Sell |
32,655
-135
| -0.4% | -$23.6K | 2.04% | 13 |
|
2021
Q4 | $5.82M | Sell |
32,790
-147
| -0.4% | -$26.1K | 2.35% | 9 |
|
2021
Q3 | $4.66M | Buy |
32,937
+46
| +0.1% | +$6.51K | 2.03% | 10 |
|
2021
Q2 | $4.51M | Buy |
32,891
+4,133
| +14% | +$566K | 1.97% | 10 |
|
2021
Q1 | $3.51M | Sell |
28,758
-2,033
| -7% | -$248K | 1.68% | 10 |
|
2020
Q4 | $4.09M | Buy |
30,791
+2,159
| +8% | +$287K | 1.51% | 11 |
|
2020
Q3 | $3.32M | Buy |
28,632
+48
| +0.2% | +$5.56K | 1.37% | 11 |
|
2020
Q2 | $2.61M | Buy |
28,584
+8
| +0% | +$730 | 1.28% | 13 |
|
2020
Q1 | $1.82M | Sell |
28,576
-2,272
| -7% | -$144K | 1.15% | 12 |
|
2019
Q4 | $2.27M | Sell |
30,848
-976
| -3% | -$71.7K | 1% | 17 |
|
2019
Q3 | $1.78M | Sell |
31,824
-832
| -3% | -$46.6K | 0.87% | 17 |
|
2019
Q2 | $1.62M | Buy |
32,656
+2,008
| +7% | +$99.4K | 0.83% | 17 |
|
2019
Q1 | $1.46M | Buy |
30,648
+324
| +1% | +$15.4K | 0.78% | 18 |
|
2018
Q4 | $1.2M | Sell |
30,324
-84
| -0.3% | -$3.31K | 0.64% | 19 |
|
2018
Q3 | $1.72M | Sell |
30,408
-496
| -2% | -$28K | 0.84% | 18 |
|
2018
Q2 | $1.43M | Buy |
30,904
+156
| +0.5% | +$7.22K | 0.84% | 17 |
|
2018
Q1 | $1.29M | Sell |
30,748
-296
| -1% | -$12.4K | 0.79% | 17 |
|
2017
Q4 | $1.31M | Sell |
31,044
-1,716
| -5% | -$72.6K | 0.8% | 17 |
|
2017
Q3 | $1.26M | Sell |
32,760
-1,144
| -3% | -$44.1K | 0.81% | 17 |
|
2017
Q2 | $1.22M | Sell |
33,904
-3,484
| -9% | -$125K | 0.82% | 18 |
|
2017
Q1 | $1.34M | Sell |
37,388
-516
| -1% | -$18.5K | 0.94% | 18 |
|
2016
Q4 | $1.1M | Buy |
+37,904
| New | +$1.1M | 0.83% | 17 |
|