West Coast Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-157,908
| Closed | -$35.1M | – | 2 |
|
|
2025
Q1 | $35.1M | Sell |
157,908
-3,195
| -2% | -$710K | 4% | 5 |
|
|
2024
Q4 | $40.3M | Sell |
161,103
-244
| -0.2% | -$61.1K | 4.45% | 4 |
|
|
2024
Q3 | $37.6M | Buy |
161,347
+49
| +0% | +$11.4K | 4.14% | 4 |
|
|
2024
Q2 | $34M | Sell |
161,298
-17
| -0% | -$3.58K | 4.03% | 4 |
|
|
2024
Q1 | $27.7M | Sell |
161,315
-675
| -0.4% | -$116K | 3.36% | 4 |
|
|
2023
Q4 | $31.2M | Buy |
161,990
+10,993
| +7% | +$2.12M | 4.09% | 3 |
|
|
2023
Q3 | $25.9M | Buy |
150,997
+1,616
| +1% | +$277K | 3.86% | 3 |
|
|
2023
Q2 | $29M | Sell |
149,381
-2,234
| -1% | -$433K | 4.1% | 3 |
|
|
2023
Q1 | $25M | Sell |
151,615
-874
| -0.6% | -$144K | 3.83% | 3 |
|
|
2022
Q4 | $19.8M | Sell |
152,489
-752
| -0.5% | -$97.7K | 3.36% | 3 |
|
|
2022
Q3 | $21.2M | Sell |
153,241
-1,586
| -1% | -$219K | 3.9% | 4 |
|
|
2022
Q2 | $21.2M | Buy |
154,827
+3,022
| +2% | +$413K | 3.76% | 3 |
|
|
2022
Q1 | $26.5M | Sell |
151,805
-68
| -0% | -$11.9K | 4.07% | 3 |
|
|
2021
Q4 | $27M | Sell |
151,873
-3,319
| -2% | -$589K | 3.86% | 3 |
|
|
2021
Q3 | $22M | Sell |
155,192
-3,849
| -2% | -$545K | 3.53% | 3 |
|
|
2021
Q2 | $21.8M | Buy |
159,041
+858
| +0.5% | +$118K | 3.55% | 3 |
|
|
2021
Q1 | $19.3M | Buy |
158,183
+2,047
| +1% | +$250K | 3.36% | 3 |
|
|
2020
Q4 | $20.7M | Buy |
156,136
+29,316
| +23% | +$3.89M | 3.99% | 3 |
|
|
2020
Q3 | $14.7M | Sell |
126,820
-27,620
| -18% | -$3.2M | 3.32% | 3 |
|
|
2020
Q2 | $14.1M | Sell |
154,440
-56,768
| -27% | -$5.18M | 3.43% | 3 |
|
|
2020
Q1 | $13.4M | Sell |
211,208
-6,932
| -3% | -$441K | 3.57% | 3 |
|
|
2019
Q4 | $16M | Sell |
218,140
-62,592
| -22% | -$4.59M | 3.42% | 4 |
|
|
2019
Q3 | $15.7M | Sell |
280,732
-4,060
| -1% | -$227K | 3.56% | 3 |
|
|
2019
Q2 | $14.1M | Sell |
284,792
-8,996
| -3% | -$445K | 3.22% | 4 |
|
|
2019
Q1 | $14M | Sell |
293,788
-1,224
| -0.4% | -$58.1K | 3.29% | 3 |
|
|
2018
Q4 | $11.6M | Sell |
295,012
-68,324
| -19% | -$2.69M | 3.3% | 3 |
|
|
2018
Q3 | $20.5M | Buy |
363,336
+79,568
| +28% | +$4.49M | 4.73% | 2 |
|
|
2018
Q2 | $13.1M | Sell |
283,768
-3,980
| -1% | -$184K | 3.63% | 3 |
|
|
2018
Q1 | $12.1M | Buy |
287,748
+14,284
| +5% | +$599K | 3.45% | 4 |
|
|
2017
Q4 | $11.6M | Sell |
273,464
-72,464
| -21% | -$3.07M | 3.25% | 3 |
|
|
2017
Q3 | $13.3M | Buy |
345,928
+72,264
| +26% | +$2.78M | 3.62% | 2 |
|
|
2017
Q2 | $9.85M | Buy |
273,664
+5,228
| +2% | +$188K | 3.15% | 2 |
|
|
2017
Q1 | $9.64M | Sell |
268,436
-97,364
| -27% | -$3.5M | 3.06% | 2 |
|
|
2016
Q4 | $10.5M | Buy |
365,800
+7,228
| +2% | +$208K | 3.34% | 2 |
|
|
2016
Q3 | $10.1M | Buy |
358,572
+39,800
| +12% | +$1.12M | 3.25% | 2 |
|
|
2016
Q2 | $7.62M | Buy |
318,772
+4,320
| +1% | +$103K | 2.75% | 4 |
|
|
2016
Q1 | $8.57M | Buy |
314,452
+7,276
| +2% | +$198K | 3.53% | 2 |
|
|
2015
Q4 | $8.08M | Sell |
307,176
-548
| -0.2% | -$14.4K | 3.38% | 2 |
|
|
2015
Q3 | $8.49M | Sell |
307,724
-1,108
| -0.4% | -$30.6K | 3.79% | 2 |
|
|
2015
Q2 | $9.68M | Buy |
308,832
+20,840
| +7% | +$653K | 4.24% | 2 |
|
|
2015
Q1 | $8.96M | Sell |
287,992
-26,324
| -8% | -$819K | 4.16% | 2 |
|
|
2014
Q4 | $8.67M | Buy |
314,316
+4,256
| +1% | +$117K | 4.49% | 1 |
|
|
2014
Q3 | $7.81M | Buy |
310,060
+14,136
| +5% | +$356K | 4.4% | 1 |
|
|
2014
Q2 | $6.88M | Buy |
295,924
+3,800
| +1% | +$88.3K | 3.62% | 2 |
|
|
2014
Q1 | $5.6M | Sell |
292,124
-6,300
| -2% | -$121K | 2.84% | 2 |
|
|
2013
Q4 | $5.83M | Buy |
298,424
+3,808
| +1% | +$74.4K | 3.01% | 1 |
|
|
2013
Q3 | $5.02M | Sell |
294,616
-6,580
| -2% | -$112K | 2.78% | 2 |
|
|
2013
Q2 | $4.27M | Buy |
+301,196
| New | +$4.27M | 2.32% | 3 |
|