WBC
West Branch Capital’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3M | Sell |
152,615
-2,269
| -1% | -$466K | 9.26% | 2 |
|
|
2025
Q1 | $34.4M | Buy |
154,884
+147
| +0.1% | +$32.7K | 11.48% | 1 |
|
|
2024
Q4 | $38.7M | Buy |
154,737
+1,995
| +1% | +$500K | 12.36% | 1 |
|
|
2024
Q3 | $35.6M | Buy |
152,742
+598
| +0.4% | +$139K | 12.31% | 1 |
|
|
2024
Q2 | $32M | Sell |
152,144
-1,940
| -1% | -$409K | 11.9% | 1 |
|
|
2024
Q1 | $26.4M | Buy |
154,084
+12,213
| +9% | +$2.09M | 10.66% | 1 |
|
|
2023
Q4 | $27.3M | Buy |
141,871
+3,835
| +3% | +$738K | 12.84% | 1 |
|
|
2023
Q3 | $23.6M | Sell |
138,036
-1,588
| -1% | -$272K | 12.4% | 1 |
|
|
2023
Q2 | $27.1M | Sell |
139,624
-179
| -0.1% | -$34.7K | 13.51% | 1 |
|
|
2023
Q1 | $23.1M | Buy |
139,803
+3,145
| +2% | +$519K | 12.84% | 1 |
|
|
2022
Q4 | $17.8M | Sell |
136,658
-177
| -0.1% | -$23K | 10.97% | 1 |
|
|
2022
Q3 | $18.9M | Sell |
136,835
-528
| -0.4% | -$73K | 11.75% | 1 |
|
|
2022
Q2 | $18.8M | Sell |
137,363
-2,837
| -2% | -$388K | 10.86% | 1 |
|
|
2022
Q1 | $24.5M | Sell |
140,200
-8,687
| -6% | -$1.52M | 11.7% | 1 |
|
|
2021
Q4 | $26.4M | Buy |
148,887
+1,062
| +0.7% | +$189K | 11.25% | 1 |
|
|
2021
Q3 | $20.9M | Sell |
147,825
-927
| -0.6% | -$131K | 10.06% | 1 |
|
|
2021
Q2 | $20.4M | Buy |
148,752
+307
| +0.2% | +$42K | 10.01% | 1 |
|
|
2021
Q1 | $18.1M | Sell |
148,445
-1,765
| -1% | -$216K | 10.61% | 1 |
|
|
2020
Q4 | $19.9M | Sell |
150,210
-3,120
| -2% | -$414K | 11.78% | 1 |
|
|
2020
Q3 | $17.8M | Buy |
153,330
+113,882
| +289% | +$13.2M | 11.33% | 1 |
|
|
2020
Q2 | $14.4M | Buy |
39,448
+917
| +2% | +$335K | 10.14% | 1 |
|
|
2020
Q1 | $9.8M | Sell |
38,531
-606
| -2% | -$154K | 9.36% | 1 |
|
|
2019
Q4 | $11.5M | Sell |
39,137
-1,696
| -4% | -$498K | 8% | 1 |
|
|
2019
Q3 | $9.15M | Sell |
40,833
-577
| -1% | -$129K | 6.77% | 2 |
|
|
2019
Q2 | $8.2M | Sell |
41,410
-249
| -0.6% | -$49.3K | 6.76% | 2 |
|
|
2019
Q1 | $7.91M | Buy |
41,659
+1,741
| +4% | +$331K | 7.08% | 2 |
|
|
2018
Q4 | $6.3M | Sell |
39,918
-3,275
| -8% | -$517K | 6.63% | 3 |
|
|
2018
Q3 | $9.75M | Sell |
43,193
-754
| -2% | -$170K | 7.23% | 1 |
|
|
2018
Q2 | $8.14M | Buy |
43,947
+8,551
| +24% | +$1.58M | 6.41% | 2 |
|
|
2018
Q1 | $5.94M | Buy |
+35,396
| New | +$5.94M | 6.52% | 2 |
|