Aviso Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
53,955
-4,555
| -8% | -$935K | 0.5% | 36 |
|
|
2025
Q1 | $13M | Sell |
58,510
-4,018
| -6% | -$893K | 0.64% | 31 |
|
|
2024
Q4 | $15.7M | Sell |
62,528
-134
| -0.2% | -$33.6K | 0.79% | 30 |
|
|
2024
Q3 | $14.6M | Buy |
62,662
+4,601
| +8% | +$1.07M | 0.72% | 30 |
|
|
2024
Q2 | $12.2M | Buy |
+58,061
| New | +$12.2M | 0.68% | 31 |
|