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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.52M | Sell |
37,508
-965
| -3% | -$251K | 1.82% | 13 |
|
|
2025
Q4 | $10.5M | Sell |
38,473
-3,498
| -8% | -$939K | 1.99% | 11 |
|
|
2025
Q3 | $10.7M | Sell |
41,971
-2,156
| -5% | -$487K | 2.09% | 10 |
|
|
2025
Q2 | $9.05M | Sell |
44,127
-518
| -1% | -$105K | 1.92% | 11 |
|
|
2025
Q1 | $9.92M | Sell |
44,645
-2,189
| -5% | -$507K | 2.27% | 9 |
|
|
2024
Q4 | $11.7M | Sell |
46,834
-330
| -0.7% | -$77.8K | 2.63% | 8 |
|
|
2024
Q3 | $11M | Buy |
47,164
+7,751
| +20% | +$1.73M | 2.46% | 9 |
|
|
2024
Q2 | $8.3M | Sell |
39,413
-2,251
| -5% | -$420K | 2.01% | 10 |
|
|
2024
Q1 | $7.14M | Sell |
41,664
-1,635
| -4% | -$297K | 1.76% | 13 |
|
|
2023
Q4 | $8.34M | Sell |
43,299
-52
| -0.1% | -$9.6K | 2.21% | 9 |
|
|
2023
Q3 | $7.42M | Buy |
43,351
+2,896
| +7% | +$531K | 2.17% | 9 |
|
|
2023
Q2 | $7.85M | Sell |
40,455
-1,476
| -4% | -$257K | 2.22% | 9 |
|
|
2023
Q1 | $6.91M | Sell |
41,931
-5,297
| -11% | -$782K | 2.07% | 9 |
|
|
2022
Q4 | $6.14M | Buy |
47,228
+10,314
| +28% | +$1.47M | 1.96% | 12 |
|
|
2022
Q3 | $5.1M | Buy |
36,914
+1,418
| +4% | +$223K | 1.74% | 14 |
|
|
2022
Q2 | $4.85M | Sell |
35,496
-294
| -0.8% | -$44.5K | 1.6% | 15 |
|
|
2022
Q1 | $6.25M | Buy |
35,790
+1,068
| +3% | +$180K | 1.8% | 13 |
|
|
2021
Q4 | $6.17M | Sell |
34,722
-10
| -0% | -$1.58K | 1.74% | 14 |
|
|
2021
Q3 | $4.92M | Buy |
+34,732
| New | +$5.11M | 1.52% | 16 |
|
|
2021
Q1 | $3.85M | Buy |
31,562
+45
| +0.1% | +$5.78K | 1.37% | 16 |
|
|
2020
Q4 | $4.18M | Buy |
+31,517
| New | +$3.79M | 1.65% | 13 |
|
Other funds holding AAPL
VCM
VPM
