WIM
Westside Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
83,651
+569
| +0.7% | +$117K | 3.2% | 3 |
|
|
2025
Q1 | $18.5M | Sell |
83,082
-3,700
| -4% | -$824K | 3.94% | 2 |
|
|
2024
Q4 | $21.7M | Sell |
86,782
-3,221
| -4% | -$807K | 4.58% | 1 |
|
|
2024
Q3 | $20.4M | Sell |
90,003
-903
| -1% | -$205K | 4.35% | 1 |
|
|
2024
Q2 | $19.1M | Sell |
90,906
-495
| -0.5% | -$104K | 4.37% | 1 |
|
|
2024
Q1 | $15.6M | Sell |
91,401
-3,688
| -4% | -$630K | 3.74% | 1 |
|
|
2023
Q4 | $18.3M | Sell |
95,089
-1,191
| -1% | -$229K | 4.68% | 1 |
|
|
2023
Q3 | $16.5M | Sell |
96,280
-21
| -0% | -$3.6K | 4.75% | 1 |
|
|
2023
Q2 | $18.6M | Sell |
96,301
-9,290
| -9% | -$1.8M | 5.26% | 1 |
|
|
2023
Q1 | $17.4M | Sell |
105,591
-1,627
| -2% | -$267K | 5.09% | 1 |
|
|
2022
Q4 | $4.9M | Sell |
107,218
-528
| -0.5% | -$24.1K | 12.07% | 1 |
|
|
2022
Q3 | $5.55M | Buy |
107,746
+881
| +0.8% | +$45.4K | 13.28% | 1 |
|
|
2022
Q2 | $6.79M | Buy |
106,865
+265
| +0.2% | +$16.8K | 15.36% | 1 |
|
|
2022
Q1 | $6.85M | Sell |
106,600
-3,844
| -3% | -$247K | 15.05% | 1 |
|
|
2021
Q4 | $5.99M | Sell |
110,444
-1,434
| -1% | -$77.8K | 13.67% | 1 |
|
|
2021
Q3 | $5.91M | Sell |
111,878
-8,549
| -7% | -$452K | 13.63% | 1 |
|
|
2021
Q2 | $5.83M | Sell |
120,427
-1,383
| -1% | -$67K | 13.52% | 1 |
|
|
2021
Q1 | $5.08M | Sell |
121,810
-47
| -0% | -$1.96K | 13.4% | 1 |
|
|
2020
Q4 | $5.62M | Sell |
121,857
-1,613,108
| -93% | -$74.4M | 15.4% | 1 |
|
|
2020
Q3 | $191M | Buy |
1,734,965
+1,305,131
| +304% | +$144M | 86.97% | 1 |
|
|
2020
Q2 | $148M | Sell |
429,834
-110,253
| -20% | -$37.9M | 87.14% | 1 |
|
|
2020
Q1 | $128M | Buy |
+540,087
| New | +$128M | 87.5% | 1 |
|
|
2019
Q2 | $35.4M | Buy |
+217,810
| New | +$35.4M | 78.36% | 1 |
|
|
2018
Q4 | $84.1M | Buy |
547,935
+63,412
| +13% | +$9.73M | 30.79% | 1 |
|
|
2018
Q3 | $108M | Buy |
484,523
+1,366
| +0.3% | +$305K | 34.56% | 1 |
|
|
2018
Q2 | $92.1M | Buy |
483,157
+442,541
| +1,090% | +$84.3M | 32.41% | 1 |
|
|
2018
Q1 | $6.77M | Buy |
40,616
+59
| +0.1% | +$9.83K | 3.72% | 5 |
|
|
2017
Q4 | $7.07M | Buy |
40,557
+550
| +1% | +$95.9K | 3.83% | 4 |
|
|
2017
Q3 | $6.23M | Sell |
40,007
-209
| -0.5% | -$32.6K | 3.76% | 5 |
|
|
2017
Q2 | $5.83M | Sell |
40,216
-442,980
| -92% | -$64.3M | 3.81% | 4 |
|
|
2017
Q1 | $69.4M | Buy |
483,196
+8,843
| +2% | +$1.27M | 33.15% | 1 |
|
|
2016
Q4 | $55.1M | Buy |
+474,353
| New | +$55.1M | 37.48% | 1 |
|