WFA
WestHill Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.05M | Sell |
44,127
-518
| -1% | -$106K | 1.92% | 11 |
|
|
2025
Q1 | $9.92M | Sell |
44,645
-2,189
| -5% | -$486K | 2.27% | 9 |
|
|
2024
Q4 | $11.7M | Sell |
46,834
-330
| -0.7% | -$82.6K | 2.63% | 8 |
|
|
2024
Q3 | $11M | Buy |
47,164
+7,751
| +20% | +$1.81M | 2.46% | 9 |
|
|
2024
Q2 | $8.3M | Sell |
39,413
-2,251
| -5% | -$474K | 2.01% | 10 |
|
|
2024
Q1 | $7.14M | Sell |
41,664
-1,635
| -4% | -$280K | 1.76% | 13 |
|
|
2023
Q4 | $8.34M | Sell |
43,299
-52
| -0.1% | -$10K | 2.21% | 9 |
|
|
2023
Q3 | $7.42M | Buy |
43,351
+2,896
| +7% | +$496K | 2.17% | 9 |
|
|
2023
Q2 | $7.85M | Sell |
40,455
-1,476
| -4% | -$286K | 2.22% | 9 |
|
|
2023
Q1 | $6.91M | Sell |
41,931
-5,297
| -11% | -$873K | 2.07% | 9 |
|
|
2022
Q4 | $6.14M | Buy |
47,228
+10,314
| +28% | +$1.34M | 1.96% | 12 |
|
|
2022
Q3 | $5.1M | Buy |
36,914
+1,418
| +4% | +$196K | 1.74% | 14 |
|
|
2022
Q2 | $4.85M | Sell |
35,496
-294
| -0.8% | -$40.2K | 1.6% | 15 |
|
|
2022
Q1 | $6.25M | Buy |
35,790
+1,068
| +3% | +$186K | 1.8% | 13 |
|
|
2021
Q4 | $6.17M | Sell |
34,722
-10
| -0% | -$1.78K | 1.74% | 14 |
|
|
2021
Q3 | $4.92M | Buy |
+34,732
| New | +$4.92M | 1.52% | 16 |
|
|
2021
Q1 | $3.86M | Buy |
31,562
+45
| +0.1% | +$5.5K | 1.37% | 16 |
|
|
2020
Q4 | $4.18M | Buy |
+31,517
| New | +$4.18M | 1.65% | 13 |
|