WP
Westmount Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Sell |
163,843
-145
| -0.1% | -$29.8K | 9.23% | 1 |
|
|
2025
Q1 | $36.4M | Sell |
163,988
-405
| -0.2% | -$90K | 11.11% | 1 |
|
|
2024
Q4 | $41.2M | Sell |
164,393
-260
| -0.2% | -$65.1K | 12.51% | 1 |
|
|
2024
Q3 | $38.4M | Buy |
164,653
+78
| +0% | +$18.2K | 11.54% | 1 |
|
|
2024
Q2 | $35.7M | Sell |
164,575
-2,787
| -2% | -$604K | 11.77% | 1 |
|
|
2024
Q1 | $28.7M | Sell |
167,362
-747
| -0.4% | -$128K | 10.32% | 1 |
|
|
2023
Q4 | $32.4M | Buy |
168,109
+687
| +0.4% | +$132K | 13.22% | 1 |
|
|
2023
Q3 | $28.7M | Buy |
167,422
+2,182
| +1% | +$374K | 12.63% | 1 |
|
|
2023
Q2 | $32.1M | Sell |
165,240
-11,064
| -6% | -$2.15M | 13.95% | 1 |
|
|
2023
Q1 | $29.1M | Buy |
176,304
+5,309
| +3% | +$875K | 13.44% | 1 |
|
|
2022
Q4 | $22.2M | Buy |
+170,995
| New | +$22.2M | 11.54% | 1 |
|