Westwood Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Sell |
116,873
-7,360
| -6% | -$1.51M | 8.06% | 3 |
|
|
2025
Q1 | $27.6M | Sell |
124,233
-10,925
| -8% | -$2.43M | 11.9% | 2 |
|
|
2024
Q4 | $33.8M | Sell |
135,158
-7,343
| -5% | -$1.84M | 12.23% | 2 |
|
|
2024
Q3 | $33.2M | Buy |
142,501
+10,275
| +8% | +$2.39M | 13.02% | 2 |
|
|
2024
Q2 | $27.8M | Sell |
132,226
-30,522
| -19% | -$6.43M | 10.38% | 2 |
|
|
2024
Q1 | $27.9M | Buy |
162,748
+11,108
| +7% | +$1.9M | 13.65% | 2 |
|
|
2023
Q4 | $29.2M | Sell |
151,640
-864
| -0.6% | -$166K | 22.51% | 2 |
|
|
2023
Q3 | $26.1M | Sell |
152,504
-8,081
| -5% | -$1.38M | 17.27% | 2 |
|
|
2023
Q2 | $31.1M | Sell |
160,585
-1,653
| -1% | -$321K | 21.94% | 2 |
|
|
2023
Q1 | $26.8M | Sell |
162,238
-6,689
| -4% | -$1.1M | 23.84% | 1 |
|
|
2022
Q4 | $21.9M | Sell |
168,927
-11,162
| -6% | -$1.45M | 26.37% | 1 |
|
|
2022
Q3 | $24.9M | Sell |
180,089
-7,932
| -4% | -$1.1M | 22.37% | 1 |
|
|
2022
Q2 | $25.7M | Buy |
188,021
+15,440
| +9% | +$2.11M | 29.66% | 1 |
|
|
2022
Q1 | $30.1K | Sell |
172,581
-20,423
| -11% | -$3.57K | 11.7% | 2 |
|
|
2021
Q4 | $34.3M | Buy |
+193,004
| New | +$34.3M | 14.61% | 1 |
|