WestHill Financial Advisors’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 | $10.7M | Sell |
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|
2025
Q2 | $9.05M | Sell |
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|
2025
Q1 | $9.92M | Sell |
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|
2024
Q4 | $11.7M | Sell |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $8.3M | Sell |
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|
2024
Q1 | $7.14M | Sell |
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|
2023
Q4 | $8.34M | Sell |
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|
2023
Q3 | $7.42M | Buy |
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|
2023
Q2 | $7.85M | Sell |
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|
2023
Q1 | $6.91M | Sell |
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|
2022
Q4 | $6.14M | Buy |
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|
2022
Q3 | $5.1M | Buy |
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|
2022
Q2 | $4.85M | Sell |
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|
2022
Q1 | $6.25M | Buy |
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|
2021
Q4 | $6.17M | Sell |
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|
2021
Q3 | $4.92M | Buy |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | $4.18M | Buy |
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