Westfuller Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
20,985
+1,175
| +6% | +$241K | 2.45% | 8 |
|
|
2025
Q1 | $4.4M | Buy |
19,810
+579
| +3% | +$129K | 2.94% | 8 |
|
|
2024
Q4 | $4.82M | Sell |
19,231
-60
| -0.3% | -$15K | 3.06% | 8 |
|
|
2024
Q3 | $4.49M | Buy |
+19,291
| New | +$4.49M | 3.23% | 7 |
|
|
2024
Q1 | $3.02M | Buy |
+17,628
| New | +$3.02M | 3.63% | 7 |
|