WESPAC Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
12,419
-9
| -0.1% | -$1.85K | 1.78% | 7 |
|
|
2025
Q1 | $2.76M | Sell |
12,428
-4,274
| -26% | -$949K | 2.25% | 5 |
|
|
2024
Q4 | $4.18M | Sell |
16,702
-205
| -1% | -$51.3K | 3.08% | 3 |
|
|
2024
Q3 | $3.94M | Buy |
16,907
+13
| +0.1% | +$3.03K | 2.92% | 3 |
|
|
2024
Q2 | $3.56M | Sell |
16,894
-8,600
| -34% | -$1.81M | 2.78% | 4 |
|
|
2024
Q1 | $4.37M | Sell |
25,494
-13
| -0.1% | -$2.23K | 2.55% | 2 |
|
|
2023
Q4 | $4.91M | Sell |
25,507
-1,270
| -5% | -$245K | 3.41% | 2 |
|
|
2023
Q3 | $4.58M | Buy |
26,777
+3,930
| +17% | +$673K | 3.43% | 2 |
|
|
2023
Q2 | $4.43M | Buy |
22,847
+3,668
| +19% | +$711K | 3.55% | 2 |
|
|
2023
Q1 | $3.16M | Sell |
19,179
-32,351
| -63% | -$5.33M | 2.98% | 3 |
|
|
2022
Q4 | $6.7M | Sell |
51,530
-1,710
| -3% | -$222K | 11.59% | 2 |
|
|
2022
Q3 | $7.36M | Sell |
53,240
-53,464
| -50% | -$7.39M | 9.91% | 1 |
|
|
2022
Q2 | $14.6M | Buy |
106,704
+87,402
| +453% | +$11.9M | 11.12% | 1 |
|
|
2022
Q1 | $3.37M | Buy |
19,302
+1,531
| +9% | +$267K | 3.65% | 2 |
|
|
2021
Q4 | $3.16M | Sell |
17,771
-5,100
| -22% | -$906K | 2.11% | 3 |
|
|
2021
Q3 | $3.24M | Buy |
22,871
+16,943
| +286% | +$2.4M | 2% | 4 |
|
|
2021
Q2 | $812K | Sell |
5,928
-17,751
| -75% | -$2.43M | 1.55% | 14 |
|
|
2021
Q1 | $2.89M | Sell |
23,679
-14,963
| -39% | -$1.83M | 2.16% | 3 |
|
|
2020
Q4 | $5.13M | Buy |
38,642
+11,357
| +42% | +$1.51M | 3.96% | 1 |
|
|
2020
Q3 | $3.16M | Buy |
27,285
+1,689
| +7% | +$196K | 3.91% | 2 |
|
|
2020
Q2 | $2.33M | Sell |
25,596
-1,100
| -4% | -$100K | 2.65% | 4 |
|
|
2020
Q1 | $1.7M | Sell |
26,696
-260
| -1% | -$16.5K | 4.07% | 8 |
|
|
2019
Q4 | $1.98M | Sell |
26,956
-3,764
| -12% | -$276K | 1.94% | 16 |
|
|
2019
Q3 | $1.72M | Sell |
30,720
-9,340
| -23% | -$523K | 1.71% | 25 |
|
|
2019
Q2 | $1.98M | Sell |
40,060
-124
| -0.3% | -$6.14K | 1.48% | 30 |
|
|
2019
Q1 | $1.85M | Buy |
40,184
+2,772
| +7% | +$128K | 1.28% | 30 |
|
|
2018
Q4 | $1.48M | Buy |
37,412
+7,928
| +27% | +$313K | 1.43% | 28 |
|
|
2018
Q3 | $1.66M | Buy |
29,484
+11,504
| +64% | +$649K | 0.97% | 37 |
|
|
2018
Q2 | $832K | Buy |
17,980
+788
| +5% | +$36.5K | 0.86% | 37 |
|
|
2018
Q1 | $721K | Buy |
17,192
+852
| +5% | +$35.7K | 0.44% | 74 |
|
|
2017
Q4 | $691K | Buy |
16,340
+140
| +0.9% | +$5.92K | 0.64% | 53 |
|
|
2017
Q3 | $624K | Buy |
16,200
+3,172
| +24% | +$122K | 0.41% | 77 |
|
|
2017
Q2 | $469K | Buy |
13,028
+2,876
| +28% | +$104K | 0.32% | 94 |
|
|
2017
Q1 | $365K | Sell |
10,152
-3,512
| -26% | -$126K | 0.42% | 81 |
|
|
2016
Q4 | $396K | Buy |
13,664
+972
| +8% | +$28.2K | 0.44% | 70 |
|
|
2016
Q3 | $359K | Buy |
+12,692
| New | +$359K | 0.41% | 76 |
|
|
2016
Q1 | – | Sell |
-39,424
| Closed | -$1.04M | – | 92 |
|
|
2015
Q4 | $1.04M | Buy |
39,424
+1,896
| +5% | +$49.9K | 1.2% | 36 |
|
|
2015
Q3 | $1.04M | Sell |
37,528
-8,304
| -18% | -$229K | 1.82% | 24 |
|
|
2015
Q2 | $1.44M | Sell |
45,832
-3,352
| -7% | -$105K | 1.08% | 38 |
|
|
2015
Q1 | $1.53M | Sell |
49,184
-337,316
| -87% | -$10.5M | 1.16% | 32 |
|
|
2014
Q4 | $10.7M | Buy |
386,500
+343,056
| +790% | +$9.47M | 7.48% | 1 |
|
|
2014
Q3 | $1.09M | Buy |
43,444
+14,524
| +50% | +$366K | 0.88% | 43 |
|
|
2014
Q2 | $672K | Sell |
28,920
-13,752
| -32% | -$320K | 0.77% | 51 |
|
|
2014
Q1 | $818K | Buy |
42,672
+11,816
| +38% | +$227K | 0.71% | 62 |
|
|
2013
Q4 | $618K | Buy |
+30,856
| New | +$618K | 0.51% | 86 |
|