Pacific Wealth Strategies Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.17M | Buy |
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2025
Q1 | $8.57M | Sell |
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2024
Q4 | $9.91M | Buy |
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2024
Q3 | $6.54M | Buy |
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2024
Q2 | $5.81M | Sell |
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2024
Q1 | $5.11M | Sell |
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2023
Q4 | $5.74M | Sell |
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2023
Q3 | $5.16M | Sell |
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2023
Q2 | $9M | Sell |
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2023
Q1 | $7.89M | Sell |
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2022
Q4 | $6.83M | Sell |
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2022
Q3 | $7.27M | Sell |
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2022
Q2 | $7.38M | Sell |
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2022
Q1 | $25.1M | Buy |
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2021
Q4 | $25.5M | Buy |
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2021
Q3 | $20.2M | Buy |
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2021
Q2 | $19M | Sell |
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2021
Q1 | $17M | Sell |
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2020
Q4 | $19.6M | Sell |
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2020
Q3 | $17.3M | Sell |
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2020
Q2 | $14M | Sell |
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2020
Q1 | $9.86M | Sell |
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2019
Q4 | $11.4M | Buy |
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2019
Q3 | $8.67M | Buy |
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2019
Q2 | $7.16M | Buy |
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2019
Q1 | $6.82M | Buy |
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2018
Q4 | $5.55M | Buy |
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2018
Q3 | $7.76M | Sell |
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2018
Q2 | $6.37M | Sell |
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2018
Q1 | $6.09M | Buy |
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2017
Q4 | $5.99M | Sell |
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2017
Q3 | $5.72M | Buy |
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2017
Q2 | $5.21M | Sell |
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2017
Q1 | $5.54M | Buy |
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2016
Q4 | $4.39M | Buy |
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