Central Valley Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Buy |
48,606
+404
| +0.8% | +$82.9K | 3.39% | 6 |
|
|
2025
Q1 | $10.7M | Sell |
48,202
-12,489
| -21% | -$2.77M | 4.06% | 3 |
|
|
2024
Q4 | $15.2M | Buy |
60,691
+884
| +1% | +$221K | 6.91% | 1 |
|
|
2024
Q3 | $13.9M | Sell |
59,807
-758
| -1% | -$177K | 7.86% | 1 |
|
|
2024
Q2 | $12.8M | Sell |
60,565
-4,385
| -7% | -$926K | 5.46% | 2 |
|
|
2024
Q1 | $11.1M | Buy |
64,950
+544
| +0.8% | +$93.3K | 5.75% | 1 |
|
|
2023
Q4 | $12.4M | Buy |
+64,406
| New | +$12.4M | 7.29% | 1 |
|