Private Wealth Advisors (California)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
11,637
-124
| -1% | -$25.4K | 0.88% | 38 |
|
|
2025
Q1 | $2.61M | Sell |
11,761
-251
| -2% | -$55.8K | 0.94% | 34 |
|
|
2024
Q4 | $3.01M | Buy |
12,012
+9
| +0.1% | +$2.25K | 1.18% | 30 |
|
|
2024
Q3 | $2.72M | Sell |
12,003
-210
| -2% | -$47.5K | 1.04% | 35 |
|
|
2024
Q2 | $2.65M | Buy |
12,213
+12
| +0.1% | +$2.6K | 1.02% | 32 |
|
|
2024
Q1 | $2.09M | Hold |
12,201
| – | – | 0.85% | 36 |
|
|
2023
Q4 | $2.35M | Sell |
12,201
-946
| -7% | -$182K | 0.92% | 29 |
|
|
2023
Q3 | $2.25M | Sell |
13,147
-295
| -2% | -$50.5K | 0.95% | 32 |
|
|
2023
Q2 | $2.61M | Sell |
13,442
-131
| -1% | -$25.4K | 1.07% | 29 |
|
|
2023
Q1 | $2.24M | Sell |
13,573
-286
| -2% | -$47.2K | 0.94% | 30 |
|
|
2022
Q4 | $1.8M | Sell |
13,859
-177
| -1% | -$23K | 0.61% | 33 |
|
|
2022
Q3 | $1.94M | Sell |
14,036
-16
| -0.1% | -$2.21K | 0.9% | 29 |
|
|
2022
Q2 | $2.37M | Buy |
14,052
+34
| +0.2% | +$5.73K | 0.87% | 31 |
|
|
2022
Q1 | $2.45M | Sell |
14,018
-14
| -0.1% | -$2.45K | 0.78% | 31 |
|
|
2021
Q4 | $2.49M | Sell |
14,032
-7,002
| -33% | -$1.24M | 0.53% | 28 |
|
|
2021
Q3 | $3.3M | Sell |
21,034
-107
| -0.5% | -$16.8K | 0.79% | 24 |
|
|
2021
Q2 | $2.9M | Sell |
21,141
-52
| -0.2% | -$7.12K | 0.89% | 23 |
|
|
2021
Q1 | $2.59M | Sell |
21,193
-1,978
| -9% | -$242K | 0.88% | 23 |
|
|
2020
Q4 | $3.03M | Hold |
23,171
| – | – | 1.05% | 21 |
|
|
2020
Q3 | $2.68M | Buy |
23,171
+379
| +2% | +$43.9K | 1.39% | 19 |
|
|
2020
Q2 | $2.08M | Buy |
22,792
+52
| +0.2% | +$4.74K | 1.45% | 18 |
|
|
2020
Q1 | $1.45M | Sell |
22,740
-2,312
| -9% | -$147K | 1.18% | 22 |
|
|
2019
Q4 | $1.84M | Sell |
25,052
-1,820
| -7% | -$134K | 1.06% | 26 |
|
|
2019
Q3 | $1.51M | Sell |
26,872
-240
| -0.9% | -$13.4K | 0.98% | 24 |
|
|
2019
Q2 | $1.29M | Hold |
27,112
| – | – | 0.88% | 26 |
|
|
2019
Q1 | $1.29M | Buy |
27,112
+56
| +0.2% | +$2.66K | 0.88% | 26 |
|
|
2018
Q4 | $1.07M | Buy |
+27,056
| New | +$1.07M | 0.86% | 29 |
|