FVWA
Foster Victor Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
64,511
+3,455
| +6% | +$729K | 0.92% | 50 |
|
|
2025
Q1 | $12.1M | Buy |
61,056
+3,103
| +5% | +$615K | 0.97% | 50 |
|
|
2024
Q4 | $13.3M | Buy |
57,953
+50
| +0.1% | +$11.5K | 1.02% | 41 |
|
|
2024
Q3 | $13.3M | Sell |
57,903
-881
| -1% | -$202K | 1.06% | 34 |
|
|
2024
Q2 | $13.8M | Buy |
58,784
+4,450
| +8% | +$1.04M | 1.15% | 31 |
|
|
2024
Q1 | $9.51M | Buy |
54,334
+2,350
| +5% | +$411K | 0.87% | 56 |
|
|
2023
Q4 | $9.65M | Sell |
51,984
-1,731
| -3% | -$321K | 0.99% | 48 |
|
|
2023
Q3 | $9.53M | Buy |
53,715
+28,671
| +114% | +$5.09M | 1.11% | 43 |
|
|
2023
Q2 | $4.79M | Sell |
25,044
-471
| -2% | -$90.1K | 0.53% | 67 |
|
|
2023
Q1 | $4.23M | Buy |
25,515
+1,669
| +7% | +$276K | 0.51% | 74 |
|
|
2022
Q4 | $3.09M | Buy |
23,846
+2,975
| +14% | +$386K | 0.39% | 78 |
|
|
2022
Q3 | $3.04M | Sell |
20,871
-362
| -2% | -$52.6K | 0.44% | 72 |
|
|
2022
Q2 | $3.04M | Buy |
21,233
+3,516
| +20% | +$503K | 0.45% | 73 |
|
|
2022
Q1 | $3.04M | Buy |
17,717
+908
| +5% | +$156K | 0.42% | 74 |
|
|
2021
Q4 | $2.95M | Buy |
16,809
+2,918
| +21% | +$512K | 0.4% | 76 |
|
|
2021
Q3 | $1.97M | Buy |
13,891
+1,084
| +8% | +$153K | 0.31% | 79 |
|
|
2021
Q2 | $1.75M | Buy |
12,807
+1,124
| +10% | +$154K | 0.29% | 82 |
|
|
2021
Q1 | $1.57M | Sell |
11,683
-1,110
| -9% | -$149K | 0.29% | 82 |
|
|
2020
Q4 | $1.7M | Sell |
12,793
-847
| -6% | -$112K | 0.39% | 64 |
|
|
2020
Q3 | $1.58M | Buy |
13,640
+10,551
| +342% | +$1.22M | 0.43% | 56 |
|
|
2020
Q2 | $1.13M | Sell |
3,089
-283
| -8% | -$103K | 0.37% | 60 |
|
|
2020
Q1 | $905K | Buy |
3,372
+246
| +8% | +$66K | 0.4% | 62 |
|
|
2019
Q4 | $948K | Sell |
3,126
-346
| -10% | -$105K | 0.41% | 58 |
|
|
2019
Q3 | $788K | Buy |
3,472
+617
| +22% | +$140K | 0.44% | 54 |
|
|
2019
Q2 | $571K | Buy |
2,855
+349
| +14% | +$69.8K | 0.42% | 48 |
|
|
2019
Q1 | $476K | Buy |
2,506
+114
| +5% | +$21.7K | 0.37% | 52 |
|
|
2018
Q4 | $377K | Buy |
+2,392
| New | +$377K | 0.36% | 53 |
|