Western Pacific Wealth 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 | $9.78M | Sell |
47,676
-14,652
| -24% | -$3.01M | 9.38% | 1 |
|
|
2025
Q1 | $13.8M | Sell |
62,328
-50
| -0.1% | -$11.1K | 12.52% | 2 |
|
|
2024
Q4 | $15.6M | Sell |
62,378
-4,494
| -7% | -$1.13M | 12.6% | 2 |
|
|
2024
Q3 | $15.6M | Buy |
66,872
+5,604
| +9% | +$1.31M | 10.36% | 2 |
|
|
2024
Q2 | $12.9M | Buy |
61,268
+2,076
| +4% | +$437K | 9.76% | 2 |
|
|
2024
Q1 | $10.2M | Sell |
59,192
-673
| -1% | -$115K | 7.36% | 2 |
|
|
2023
Q4 | $11.5M | Sell |
59,865
-557
| -0.9% | -$107K | 8.42% | 2 |
|
|
2023
Q3 | $10.3M | Hold |
60,422
| – | – | 8.49% | 2 |
|
|
2023
Q2 | $11.7M | Buy |
60,422
+657
| +1% | +$127K | 8.88% | 2 |
|
|
2023
Q1 | $9.86M | Buy |
59,765
+1,384
| +2% | +$228K | 7.53% | 2 |
|
|
2022
Q4 | $7.59M | Buy |
58,381
+218
| +0.4% | +$28.3K | 6.31% | 2 |
|
|
2022
Q3 | $8.04M | Buy |
58,163
+956
| +2% | +$132K | 7.98% | 2 |
|
|
2022
Q2 | $7.82M | Sell |
57,207
-1,499
| -3% | -$205K | 7.63% | 2 |
|
|
2022
Q1 | $10.3M | Buy |
58,706
+179
| +0.3% | +$31.3K | 7.47% | 2 |
|
|
2021
Q4 | $10.4M | Buy |
+58,527
| New | +$10.4M | 6.68% | 2 |
|