West Wealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
55,517
+419
| +0.8% | +$89.4K | 2.94% | 14 |
|
|
2025
Q1 | $12.3M | Buy |
55,098
+5,917
| +12% | +$1.32M | 3.64% | 9 |
|
|
2024
Q4 | $12.3M | Buy |
49,181
+1,674
| +4% | +$419K | 3.67% | 9 |
|
|
2024
Q3 | $11.1M | Sell |
47,507
-301
| -0.6% | -$70.1K | 3.59% | 10 |
|
|
2024
Q2 | $10.1M | Sell |
47,808
-189
| -0.4% | -$39.8K | 3.56% | 10 |
|
|
2024
Q1 | $8.23M | Sell |
47,997
-1,998
| -4% | -$343K | 3.05% | 10 |
|
|
2023
Q4 | $9.63M | Buy |
49,995
+5,496
| +12% | +$1.06M | 3.8% | 6 |
|
|
2023
Q3 | $7.62M | Buy |
44,499
+1,003
| +2% | +$172K | 3.32% | 7 |
|
|
2023
Q2 | $8.44M | Sell |
43,496
-11
| -0% | -$2.13K | 3.57% | 9 |
|
|
2023
Q1 | $7.17M | Sell |
43,507
-2,364
| -5% | -$390K | 3.32% | 10 |
|
|
2022
Q4 | $5.96M | Buy |
45,871
+2,486
| +6% | +$323K | 2.96% | 8 |
|
|
2022
Q3 | $6M | Buy |
43,385
+2,616
| +6% | +$361K | 3.04% | 8 |
|
|
2022
Q2 | $5.57M | Buy |
40,769
+2,387
| +6% | +$326K | 2.58% | 10 |
|
|
2022
Q1 | $6.7M | Buy |
38,382
+784
| +2% | +$137K | 2.66% | 10 |
|
|
2021
Q4 | $6.68M | Buy |
+37,598
| New | +$6.68M | 2.51% | 13 |
|