Pacific Wealth 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 | $324K | Hold |
1,580
| – | – | 0.16% | 17 |
|
|
2025
Q1 | $351K | Hold |
1,580
| – | – | 0.19% | 12 |
|
|
2024
Q4 | $396K | Hold |
1,580
| – | – | 0.21% | 11 |
|
|
2024
Q3 | $368K | Hold |
1,580
| – | – | 0.17% | 14 |
|
|
2024
Q2 | $333K | Hold |
1,580
| – | – | 0.17% | 17 |
|
|
2024
Q1 | $304K | Hold |
1,580
| – | – | 0.17% | 21 |
|
|
2023
Q4 | $304K | Hold |
1,580
| – | – | 0.17% | 21 |
|
|
2023
Q3 | $271K | Hold |
1,580
| – | – | 0.18% | 20 |
|
|
2023
Q2 | $306K | Hold |
1,580
| – | – | 0.2% | 20 |
|
|
2023
Q1 | $261K | Hold |
1,580
| – | – | 0.17% | 23 |
|
|
2022
Q4 | $205K | Hold |
1,580
| – | – | 0.15% | 27 |
|
|
2022
Q3 | $218K | Sell |
1,580
-47
| -3% | -$6.49K | 0.19% | 16 |
|
|
2022
Q2 | $222K | Buy |
1,627
+47
| +3% | +$6.41K | 0.24% | 14 |
|
|
2022
Q1 | $276K | Hold |
1,580
| – | – | 0.25% | 11 |
|
|
2021
Q4 | $281K | Hold |
1,580
| – | – | 0.21% | 11 |
|
|
2021
Q3 | $224K | Hold |
1,580
| – | – | 0.19% | 8 |
|
|
2021
Q2 | $216K | Buy |
+1,580
| New | +$216K | 0.18% | 9 |
|
|
2021
Q1 | – | Sell |
-1,580
| Closed | -$210K | – | 13 |
|
|
2020
Q4 | $210K | Buy |
+1,580
| New | +$210K | 0.13% | 11 |
|