ShankerValleau Wealth 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 | $2.22M | Hold |
10,810
| – | – | 0.63% | 17 |
|
|
2025
Q1 | $2.4M | Sell |
10,810
-300
| -3% | -$66.6K | 0.78% | 15 |
|
|
2024
Q4 | $2.78M | Buy |
11,110
+6,000
| +117% | +$1.5M | 0.89% | 16 |
|
|
2024
Q3 | $1.19M | Hold |
5,110
| – | – | 0.41% | 15 |
|
|
2024
Q2 | $1.08M | Buy |
5,110
+744
| +17% | +$157K | 0.46% | 15 |
|
|
2024
Q1 | $749K | Buy |
4,366
+97
| +2% | +$16.6K | 0.34% | 15 |
|
|
2023
Q4 | $822K | Buy |
4,269
+635
| +17% | +$122K | 0.42% | 15 |
|
|
2023
Q3 | $622K | Hold |
3,634
| – | – | 0.35% | 15 |
|
|
2023
Q2 | $705K | Buy |
3,634
+1,163
| +47% | +$226K | 0.39% | 15 |
|
|
2023
Q1 | $407K | Hold |
2,471
| – | – | 0.24% | 15 |
|
|
2022
Q4 | $321K | Hold |
2,471
| – | – | 0.2% | 16 |
|
|
2022
Q3 | $341K | Buy |
2,471
+659
| +36% | +$90.9K | 0.23% | 12 |
|
|
2022
Q2 | $248K | Hold |
1,812
| – | – | 0.16% | 12 |
|
|
2022
Q1 | $316K | Hold |
1,812
| – | – | 0.19% | 10 |
|
|
2021
Q4 | $322K | Buy |
+1,812
| New | +$322K | 0.19% | 12 |
|