Pacific Sun Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76M | Buy |
47,587
+1,550
| +3% | +$318K | 5.1% | 1 |
|
|
2025
Q1 | $10.2M | Buy |
46,037
+727
| +2% | +$161K | 5.82% | 1 |
|
|
2024
Q4 | $11.3M | Sell |
45,310
-32
| -0.1% | -$8.01K | 6.18% | 1 |
|
|
2024
Q3 | $10.6M | Sell |
45,342
-27
| -0.1% | -$6.29K | 5.83% | 1 |
|
|
2024
Q2 | $9.56M | Sell |
45,369
-57
| -0.1% | -$12K | 5.65% | 1 |
|
|
2024
Q1 | $7.79M | Buy |
45,426
+4,846
| +12% | +$831K | 4.54% | 1 |
|
|
2023
Q4 | $7.81M | Buy |
40,580
+114
| +0.3% | +$21.9K | 4.93% | 1 |
|
|
2023
Q3 | $6.93M | Buy |
40,466
+599
| +2% | +$103K | 4.8% | 1 |
|
|
2023
Q2 | $6.57M | Buy |
+39,867
| New | +$6.57M | 4.4% | 1 |
|
|
2022
Q4 | $5.18M | Sell |
39,900
-6,068
| -13% | -$788K | 3.65% | 1 |
|
|
2022
Q3 | $6.35M | Buy |
45,968
+5,343
| +13% | +$738K | 4.46% | 1 |
|
|
2022
Q2 | $5.55M | Buy |
40,625
+475
| +1% | +$64.9K | 3.66% | 1 |
|
|
2022
Q1 | $7.01M | Buy |
40,150
+287
| +0.7% | +$50.1K | 3.84% | 1 |
|
|
2021
Q4 | $7.08M | Buy |
39,863
+105
| +0.3% | +$18.6K | 3.78% | 2 |
|
|
2021
Q3 | $5.63M | Buy |
+39,758
| New | +$5.63M | 3.23% | 2 |
|
|
2020
Q3 | $3.13M | Sell |
27,003
-4,157
| -13% | -$481K | 2.61% | 3 |
|
|
2020
Q2 | $2.84M | Buy |
31,160
+760
| +3% | +$69.3K | 2.56% | 3 |
|
|
2020
Q1 | $1.93M | Buy |
30,400
+2,732
| +10% | +$174K | 2.22% | 6 |
|
|
2019
Q4 | $2.03M | Buy |
27,668
+16
| +0.1% | +$1.17K | 1.79% | 10 |
|
|
2019
Q3 | $1.55M | Buy |
27,652
+280
| +1% | +$15.7K | 1.46% | 16 |
|
|
2019
Q2 | $1.35M | Buy |
+27,372
| New | +$1.35M | 1.29% | 19 |
|
|
2018
Q2 | $1.29M | Sell |
24,820
-592
| -2% | -$30.6K | 1.32% | 19 |
|
|
2018
Q1 | $1.07M | Sell |
25,412
-83,648
| -77% | -$3.51M | 1.41% | 15 |
|
|
2017
Q4 | $4.61M | Buy |
+109,060
| New | +$4.61M | 2.53% | 5 |
|