Western Financial Corp’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
$1.04M Sell
2025
Q2
$845K Sell
2025
Q1
$937K Sell
2024
Q4
$1.08M Buy
2024
Q3
$1.01M Sell
2024
Q2
$988K Buy
2024
Q1
$804K Sell
2023
Q4
$903K Buy
2023
Q3
$803K Sell
2023
Q2
$911K Buy
2023
Q1
$774K Sell
2022
Q4
$1.75M Buy
2022
Q3
$1.84M Buy
2022
Q2
$1.73M Sell
2022
Q1
$2.26M Sell
2021
Q4
$2.3M Buy
2021
Q3
$1.8M Sell
2021
Q2
$1.75M Buy
2021
Q1
$1.5M Buy
2020
Q4
$1.5M Buy