Pacific Wealth Management’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 | $567K | Buy |
|
|||||
|
2025
Q2 | $324K | Hold |
|
|||||
|
2025
Q1 | $351K | Hold |
|
|||||
|
2024
Q4 | $396K | Hold |
|
|||||
|
2024
Q3 | $368K | Hold |
|
|||||
|
2024
Q2 | $333K | Hold |
|
|||||
|
2024
Q1 | $304K | Hold |
|
|||||
|
2023
Q4 | $304K | Hold |
|
|||||
|
2023
Q3 | $271K | Hold |
|
|||||
|
2023
Q2 | $306K | Hold |
|
|||||
|
2023
Q1 | $261K | Hold |
|
|||||
|
2022
Q4 | $205K | Hold |
|
|||||
|
2022
Q3 | $218K | Sell |
|
|||||
|
2022
Q2 | $222K | Buy |
|
|||||
|
2022
Q1 | $276K | Hold |
|
|||||
|
2021
Q4 | $281K | Hold |
|
|||||
|
2021
Q3 | $224K | Hold |
|
|||||
|
2021
Q2 | $216K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $210K | Buy |
|