Westend Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
1,902
-67,637
| -97% | -$13.9M | 0.12% | 33 |
|
|
2025
Q1 | $15.4M | Buy |
69,539
+898
| +1% | +$199K | 5.87% | 5 |
|
|
2024
Q4 | $17.2M | Sell |
68,641
-14
| -0% | -$3.51K | 5.1% | 4 |
|
|
2024
Q3 | $16M | Buy |
68,655
+971
| +1% | +$226K | 5.48% | 2 |
|
|
2024
Q2 | $14.7M | Buy |
67,684
+66,389
| +5,127% | +$14.4M | 5.15% | 4 |
|
|
2024
Q1 | $222K | Buy |
+1,295
| New | +$222K | 0.09% | 40 |
|
|
2016
Q3 | $529K | Buy |
18,724
+6,188
| +49% | +$175K | 0.74% | 39 |
|
|
2016
Q2 | $300K | Sell |
12,536
-104,136
| -89% | -$2.49M | 0.43% | 49 |
|
|
2016
Q1 | $3.18M | Buy |
116,672
+6,948
| +6% | +$189K | 4.35% | 5 |
|
|
2015
Q4 | $2.89M | Buy |
109,724
+1,140
| +1% | +$30K | 3.96% | 6 |
|
|
2015
Q3 | $3.01M | Buy |
108,584
+1,192
| +1% | +$33.1K | 3.83% | 5 |
|
|
2015
Q2 | $3.22M | Buy |
107,392
+1,492
| +1% | +$44.8K | 3.75% | 5 |
|
|
2015
Q1 | $3.35M | Buy |
105,900
+548
| +0.5% | +$17.3K | 3.95% | 4 |
|
|
2014
Q4 | $2.91M | Sell |
105,352
-15,532
| -13% | -$429K | 3.35% | 6 |
|
|
2014
Q3 | $2.95M | Buy |
+120,884
| New | +$2.95M | 3.22% | 9 |
|
|
2014
Q1 | – | Sell |
-5,824
| Closed | -$117K | – | 48 |
|
|
2013
Q4 | $117K | Buy |
+5,824
| New | +$117K | 0.13% | 56 |
|
|
2013
Q2 | $84K | Buy |
+5,964
| New | +$84K | 0.09% | 63 |
|