Wescott Financial Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
56,377
-777
| -1% | -$159K | 1.11% | 19 |
|
|
2025
Q1 | $12.7M | Sell |
57,154
-928
| -2% | -$206K | 1.32% | 18 |
|
|
2024
Q4 | $14.5M | Buy |
58,082
+1,842
| +3% | +$461K | 1.51% | 18 |
|
|
2024
Q3 | $13.1M | Sell |
56,240
-388
| -0.7% | -$90.4K | 1.41% | 17 |
|
|
2024
Q2 | $11.9M | Sell |
56,628
-2,639
| -4% | -$556K | 1.39% | 15 |
|
|
2024
Q1 | $10.2M | Sell |
59,267
-19,734
| -25% | -$3.38M | 1.26% | 16 |
|
|
2023
Q4 | $15.2M | Buy |
79,001
+674
| +0.9% | +$130K | 2.13% | 12 |
|
|
2023
Q3 | $13.4M | Sell |
78,327
-5,588
| -7% | -$957K | 2.45% | 12 |
|
|
2023
Q2 | $16.3M | Buy |
83,915
+17,611
| +27% | +$3.42M | 2.88% | 12 |
|
|
2023
Q1 | $10.9M | Buy |
66,304
+1,148
| +2% | +$189K | 2.38% | 12 |
|
|
2022
Q4 | $8.47M | Buy |
65,156
+204
| +0.3% | +$26.5K | 1.83% | 14 |
|
|
2022
Q3 | $8.98M | Sell |
64,952
-6,198
| -9% | -$857K | 2.5% | 10 |
|
|
2022
Q2 | $9.73M | Sell |
71,150
-617
| -0.9% | -$84.4K | 2.64% | 10 |
|
|
2022
Q1 | $12.5M | Buy |
71,767
+20,210
| +39% | +$3.53M | 3.23% | 6 |
|
|
2021
Q4 | $9.16M | Sell |
51,557
-1,803
| -3% | -$320K | 4.71% | 5 |
|
|
2021
Q3 | $7.55M | Sell |
53,360
-156
| -0.3% | -$22.1K | 4.27% | 5 |
|
|
2021
Q2 | $7.76M | Sell |
53,516
-8,412
| -14% | -$1.22M | 4.57% | 4 |
|
|
2021
Q1 | $7.56M | Buy |
61,928
+42,522
| +219% | +$5.19M | 4.91% | 4 |
|
|
2020
Q4 | $2.58M | Buy |
+19,406
| New | +$2.58M | 1.81% | 7 |
|