MVIP
Mar Vista Investment Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49M | Sell |
239,054
-25,068
| -9% | -$5.14M | 3.76% | 8 |
|
|
2025
Q1 | $58.7M | Sell |
264,122
-104,293
| -28% | -$23.2M | 4.82% | 3 |
|
|
2024
Q4 | $92.3M | Sell |
368,415
-29,228
| -7% | -$7.32M | 6.32% | 1 |
|
|
2024
Q3 | $92.7M | Sell |
397,643
-134,476
| -25% | -$31.3M | 5.91% | 2 |
|
|
2024
Q2 | $112M | Buy |
532,119
+166,189
| +45% | +$35M | 5.51% | 2 |
|
|
2024
Q1 | $62.7M | Sell |
365,930
-160,631
| -31% | -$27.5M | 2.74% | 20 |
|
|
2023
Q4 | $101M | Sell |
526,561
-29,954
| -5% | -$5.77M | 4.63% | 2 |
|
|
2023
Q3 | $95.3M | Sell |
556,515
-44,979
| -7% | -$7.7M | 4.56% | 4 |
|
|
2023
Q2 | $117M | Sell |
601,494
-31,568
| -5% | -$6.12M | 4.88% | 4 |
|
|
2023
Q1 | $104M | Sell |
633,062
-10,734
| -2% | -$1.77M | 4.64% | 4 |
|
|
2022
Q4 | $83.6M | Sell |
643,796
-44,740
| -6% | -$5.81M | 3.75% | 8 |
|
|
2022
Q3 | $95.2M | Buy |
688,536
+809
| +0.1% | +$112K | 4.25% | 6 |
|
|
2022
Q2 | $94M | Sell |
687,727
-81,852
| -11% | -$11.2M | 3.87% | 9 |
|
|
2022
Q1 | $134M | Sell |
769,579
-410,200
| -35% | -$71.6M | 4.22% | 8 |
|
|
2021
Q4 | $209M | Sell |
1,179,779
-285,441
| -19% | -$50.7M | 5.66% | 1 |
|
|
2021
Q3 | $207M | Sell |
1,465,220
-62,624
| -4% | -$8.86M | 5.34% | 1 |
|
|
2021
Q2 | $209M | Sell |
1,527,844
-193,842
| -11% | -$26.5M | 5.16% | 1 |
|
|
2021
Q1 | $210M | Sell |
1,721,686
-304,778
| -15% | -$37.2M | 4.87% | 3 |
|
|
2020
Q4 | $269M | Sell |
2,026,464
-136,599
| -6% | -$18.1M | 6.65% | 1 |
|
|
2020
Q3 | $251M | Buy |
2,163,063
+1,570,021
| +265% | +$182M | 6.57% | 1 |
|
|
2020
Q2 | $216M | Sell |
593,042
-33,309
| -5% | -$12.2M | 5.91% | 1 |
|
|
2020
Q1 | $159M | Sell |
626,351
-37,495
| -6% | -$9.53M | 4.84% | 2 |
|
|
2019
Q4 | $195M | Sell |
663,846
-36,770
| -5% | -$10.8M | 4.66% | 5 |
|
|
2019
Q3 | $157M | Buy |
700,616
+19,766
| +3% | +$4.43M | 3.96% | 9 |
|
|
2019
Q2 | $135M | Sell |
680,850
-31,436
| -4% | -$6.22M | 3.59% | 10 |
|
|
2019
Q1 | $135M | Buy |
712,286
+85,922
| +14% | +$16.3M | 3.57% | 11 |
|
|
2018
Q4 | $98.8M | Buy |
626,364
+23,793
| +4% | +$3.75M | 3.32% | 13 |
|
|
2018
Q3 | $136M | Buy |
602,571
+121,120
| +25% | +$27.3M | 4% | 8 |
|
|
2018
Q2 | $89.1M | Buy |
481,451
+141,841
| +42% | +$26.3M | 3.49% | 10 |
|
|
2018
Q1 | $57M | Sell |
339,610
-16,716
| -5% | -$2.8M | 2.26% | 20 |
|
|
2017
Q4 | $60.3M | Buy |
356,326
+2,071
| +0.6% | +$350K | 2.26% | 19 |
|
|
2017
Q3 | $54.6M | Sell |
354,255
-3,493
| -1% | -$538K | 2.27% | 20 |
|
|
2017
Q2 | $51.5M | Sell |
357,748
-153,007
| -30% | -$22M | 2.15% | 21 |
|
|
2017
Q1 | $73.4M | Sell |
510,755
-31,701
| -6% | -$4.55M | 3.06% | 16 |
|
|
2016
Q4 | $62.8M | Buy |
542,456
+13,060
| +2% | +$1.51M | 2.54% | 21 |
|
|
2016
Q3 | $59.8M | Buy |
529,396
+267,050
| +102% | +$30.2M | 2.45% | 20 |
|
|
2016
Q2 | $25.1M | Sell |
262,346
-275,254
| -51% | -$26.3M | 1.49% | 22 |
|
|
2016
Q1 | $58.6M | Sell |
537,600
-134,829
| -20% | -$14.7M | 3.6% | 13 |
|
|
2015
Q4 | $70.8M | Buy |
672,429
+121,179
| +22% | +$12.8M | 4.14% | 12 |
|
|
2015
Q3 | $60.8M | Buy |
551,250
+3,999
| +0.7% | +$441K | 3.65% | 14 |
|
|
2015
Q2 | $68.6M | Sell |
547,251
-2,300
| -0.4% | -$288K | 3.78% | 13 |
|
|
2015
Q1 | $68.4M | Buy |
549,551
+38,813
| +8% | +$4.83M | 3.88% | 11 |
|
|
2014
Q4 | $56.4M | Sell |
510,738
-203,493
| -28% | -$22.5M | 3.3% | 15 |
|
|
2014
Q3 | $72M | Sell |
714,231
-17,177
| -2% | -$1.73M | 4.41% | 6 |
|
|
2014
Q2 | $68M | Buy |
731,408
+615,028
| +528% | +$57.2M | 4.22% | 8 |
|
|
2014
Q1 | $62.5M | Sell |
116,380
-37,339
| -24% | -$20M | 3.6% | 13 |
|
|
2013
Q4 | $86.2M | Buy |
153,719
+9,271
| +6% | +$5.2M | 5.02% | 5 |
|
|
2013
Q3 | $68.9M | Buy |
144,448
+5,701
| +4% | +$2.72M | 4.73% | 6 |
|
|
2013
Q2 | $55M | Buy |
+138,747
| New | +$55M | 3.57% | 14 |
|