West Paces Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.19M | Sell |
20,466
-600
| -3% | -$156K | 1.01% | 16 |
|
|
2025
Q4 | $5.73M | Buy |
21,066
+52
| +0.2% | +$14K | 1.11% | 16 |
|
|
2025
Q3 | $5.35M | Sell |
21,014
-265
| -1% | -$59.9K | 1.07% | 17 |
|
|
2025
Q2 | $4.37M | Sell |
21,279
-2,401
| -10% | -$485K | 0.93% | 20 |
|
|
2025
Q1 | $5.26M | Sell |
23,680
-317
| -1% | -$73.4K | 1.2% | 16 |
|
|
2024
Q4 | $6.01M | Sell |
23,997
-377
| -2% | -$88.8K | 1.47% | 14 |
|
|
2024
Q3 | $5.68M | Sell |
24,374
-229
| -0.9% | -$51.1K | 1.39% | 14 |
|
|
2024
Q2 | $5.18M | Sell |
24,603
-678
| -3% | -$126K | 1.35% | 14 |
|
|
2024
Q1 | $4.34M | Buy |
25,281
+238
| +1% | +$43.3K | 1.14% | 15 |
|
|
2023
Q4 | $4.82M | Buy |
25,043
+128
| +0.5% | +$23.6K | 1.35% | 12 |
|
|
2023
Q3 | $4.27M | Sell |
24,915
-4,154
| -14% | -$762K | 1.34% | 13 |
|
|
2023
Q2 | $5.64M | Sell |
29,069
-3,305
| -10% | -$576K | 1.66% | 12 |
|
|
2023
Q1 | $5.34M | Sell |
32,374
-3,560
| -10% | -$525K | 1.66% | 11 |
|
|
2022
Q4 | $4.67M | Sell |
35,934
-1,163
| -3% | -$166K | 1.49% | 14 |
|
|
2022
Q3 | $5.13M | Sell |
37,097
-540
| -1% | -$84.8K | 1.82% | 10 |
|
|
2022
Q2 | $5.15M | Buy |
37,637
+1,159
| +3% | +$176K | 1.75% | 10 |
|
|
2022
Q1 | $6.37M | Buy |
36,478
+1,517
| +4% | +$255K | 1.99% | 9 |
|
|
2021
Q4 | $6.21M | Buy |
34,961
+507
| +1% | +$80.1K | 1.94% | 11 |
|
|
2021
Q3 | $4.88M | Sell |
34,454
-1,583
| -4% | -$233K | 1.71% | 11 |
|
|
2021
Q2 | $4.94M | Sell |
36,037
-70
| -0.2% | -$9.07K | 1.81% | 9 |
|
|
2021
Q1 | $4.41M | Sell |
36,107
-681
| -2% | -$87.4K | 1.77% | 9 |
|
|
2020
Q4 | $4.88M | Sell |
36,788
-2,310
| -6% | -$278K | 2.17% | 9 |
|
|
2020
Q3 | $4.53M | Sell |
39,098
-3,958
| -9% | -$432K | 2.32% | 9 |
|
|
2020
Q2 | $3.93M | Sell |
43,056
-2,816
| -6% | -$218K | 2.12% | 9 |
|
|
2020
Q1 | $2.92M | Sell |
45,872
-12,596
| -22% | -$926K | 1.85% | 12 |
|
|
2019
Q4 | $4.29M | Buy |
58,468
+1,068
| +2% | +$68.7K | 2.34% | 8 |
|
|
2019
Q3 | $3.21M | Buy |
57,400
+360
| +0.6% | +$18.8K | 1.92% | 9 |
|
|
2019
Q2 | $2.82M | Sell |
57,040
-1,376
| -2% | -$67K | 1.76% | 10 |
|
|
2019
Q1 | $2.77M | Sell |
58,416
-204
| -0.3% | -$8.65K | 1.94% | 8 |
|
|
2018
Q4 | $2.31M | Sell |
58,620
-3,996
| -6% | -$194K | 1.78% | 11 |
|
|
2018
Q3 | $3.53M | Sell |
62,616
-2,336
| -4% | -$122K | 2.54% | 7 |
|
|
2018
Q2 | $3.01M | Buy |
64,952
+220
| +0.3% | +$9.98K | 2.25% | 8 |
|
|
2018
Q1 | $2.72M | Sell |
64,732
-5,012
| -7% | -$216K | 2.02% | 9 |
|
|
2017
Q4 | $2.95M | Sell |
69,744
-4,144
| -6% | -$173K | 2.18% | 9 |
|
|
2017
Q3 | $2.85M | Sell |
73,888
-1,528
| -2% | -$59.3K | 2.15% | 9 |
|
|
2017
Q2 | $2.72M | Sell |
75,416
-3,216
| -4% | -$119K | 2.16% | 8 |
|
|
2017
Q1 | $2.82M | Sell |
78,632
-2,260
| -3% | -$74.4K | 2.25% | 7 |
|
|
2016
Q4 | $2.34M | Buy |
+80,892
| New | +$2.29M | 2.19% | 7 |
|
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