West Family Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
68,775
+21,922
| +47% | +$4.5M | 3.68% | 4 |
|
|
2025
Q1 | $10.4M | Buy |
46,853
+1,644
| +4% | +$365K | 3.92% | 4 |
|
|
2024
Q4 | $11.3M | Sell |
45,209
-513
| -1% | -$128K | 3.94% | 2 |
|
|
2024
Q3 | $10.7M | Buy |
45,722
+6,546
| +17% | +$1.53M | 3.63% | 5 |
|
|
2024
Q2 | $8.25M | Buy |
39,176
+39
| +0.1% | +$8.21K | 2.47% | 8 |
|
|
2024
Q1 | $6.71M | Buy |
39,137
+344
| +0.9% | +$59K | 2.08% | 10 |
|
|
2023
Q4 | $7.47M | Buy |
38,793
+202
| +0.5% | +$38.9K | 2.53% | 8 |
|
|
2023
Q3 | $6.61M | Buy |
38,591
+63
| +0.2% | +$10.8K | 2.3% | 9 |
|
|
2023
Q2 | $7.47M | Buy |
+38,528
| New | +$7.47M | 2.91% | 4 |
|
|
2023
Q1 | – | Sell |
-38,578
| Closed | -$5.01M | – | 194 |
|
|
2022
Q4 | $5.01M | Sell |
38,578
-6,194
| -14% | -$805K | 1.71% | 16 |
|
|
2022
Q3 | $6.19M | Buy |
44,772
+19
| +0% | +$2.63K | 2.58% | 6 |
|
|
2022
Q2 | $6.12M | Sell |
44,753
-3,524
| -7% | -$482K | 2.41% | 6 |
|
|
2022
Q1 | $8.43M | Buy |
48,277
+122
| +0.3% | +$21.3K | 2.4% | 4 |
|
|
2021
Q4 | $8.55M | Sell |
48,155
-6,504
| -12% | -$1.15M | 2.33% | 6 |
|
|
2021
Q3 | $7.73M | Buy |
54,659
+4,513
| +9% | +$639K | 2.01% | 9 |
|
|
2021
Q2 | $6.87M | Buy |
+50,146
| New | +$6.87M | 1.86% | 6 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 86 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 96 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 96 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 103 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 108 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 105 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 100 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 97 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 101 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 96 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 100 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 97 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 96 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 87 |
|
|
2013
Q3 | – | Sell |
-14,000
| Closed | -$198K | – | 80 |
|
|
2013
Q2 | $198K | Buy |
+14,000
| New | +$198K | 0.05% | 81 |
|