Westshore Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
27,758
+32
| +0.1% | +$6.57K | 2.18% | 11 |
|
|
2025
Q1 | $6.16M | Buy |
27,726
+1
| +0% | +$222 | 2.61% | 9 |
|
|
2024
Q4 | $6.94M | Buy |
27,725
+2
| +0% | +$501 | 2.81% | 9 |
|
|
2024
Q3 | $6.46M | Sell |
27,723
-99
| -0.4% | -$23.1K | 2.64% | 9 |
|
|
2024
Q2 | $5.86M | Sell |
27,822
-664
| -2% | -$140K | 2.43% | 10 |
|
|
2024
Q1 | $4.88M | Buy |
28,486
+1,306
| +5% | +$224K | 2.03% | 10 |
|
|
2023
Q4 | $5.23M | Sell |
27,180
-346
| -1% | -$66.6K | 2.42% | 10 |
|
|
2023
Q3 | $4.71M | Sell |
27,526
-2,014
| -7% | -$345K | 2.62% | 8 |
|
|
2023
Q2 | $5.73M | Sell |
29,540
-2,293
| -7% | -$445K | 2.92% | 9 |
|
|
2023
Q1 | $5.25M | Buy |
31,833
+254
| +0.8% | +$41.9K | 2.76% | 9 |
|
|
2022
Q4 | $4.1M | Sell |
31,579
-139
| -0.4% | -$18.1K | 2.34% | 10 |
|
|
2022
Q3 | $4.38M | Buy |
31,718
+101
| +0.3% | +$14K | 3.02% | 9 |
|
|
2022
Q2 | $4.32M | Buy |
31,617
+69
| +0.2% | +$9.43K | 2.82% | 9 |
|
|
2022
Q1 | $5.51M | Sell |
31,548
-82
| -0.3% | -$14.3K | 3.7% | 7 |
|
|
2021
Q4 | $5.62M | Hold |
31,630
| – | – | 3.85% | 7 |
|
|
2021
Q3 | $4.48M | Sell |
31,630
-18,246
| -37% | -$2.58M | 3.61% | 7 |
|
|
2021
Q2 | $6.83M | Buy |
49,876
+292
| +0.6% | +$40K | 3.51% | 7 |
|
|
2021
Q1 | $6.06M | Buy |
+49,584
| New | +$6.06M | 3.46% | 7 |
|
|
2019
Q4 | $3.31M | Buy |
+45,080
| New | +$3.31M | 3.64% | 8 |
|