West Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.71M | Buy |
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|
2025
Q2 | $3.73M | Buy |
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|
2025
Q1 | $4.04M | Sell |
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|
2024
Q4 | $4.61M | Buy |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.16M | Hold |
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|
2023
Q4 | $2.43M | Sell |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $2.72M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $1.88M | Sell |
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|
2020
Q4 | $2.04M | Buy |
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