V Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.9M | Sell |
57,848
-147,276
| -72% | -$27M | 7.93% | 2 |
|
|
2023
Q2 | $39.8M | Sell |
205,124
-889
| -0.4% | -$155K | 6.63% | 1 |
|
|
2023
Q1 | $34M | Buy |
206,013
+2,551
| +1% | +$376K | 6.36% | 1 |
|
|
2022
Q4 | $26.4M | Buy |
203,462
+15,094
| +8% | +$2.16M | 5.47% | 2 |
|
|
2022
Q3 | $26M | Sell |
188,368
-1,429
| -0.8% | -$224K | 5.21% | 2 |
|
|
2022
Q2 | $25.9M | Sell |
189,797
-2,253
| -1% | -$341K | 4.89% | 1 |
|
|
2022
Q1 | $33.5M | Sell |
192,050
-21,630
| -10% | -$3.64M | 5.37% | 1 |
|
|
2021
Q4 | $37.9M | Buy |
213,680
+707
| +0.3% | +$112K | 5.56% | 1 |
|
|
2021
Q3 | $30.1M | Sell |
212,973
-5,370
| -2% | -$791K | 4.66% | 2 |
|
|
2021
Q2 | $29.9M | Buy |
218,343
+8,966
| +4% | +$1.16M | 4.76% | 1 |
|
|
2021
Q1 | $25.6M | Buy |
209,377
+7,697
| +4% | +$988K | 4.7% | 1 |
|
|
2020
Q4 | $26.8M | Buy |
201,680
+146,268
| +264% | +$17.6M | 5.53% | 1 |
|
|
2020
Q3 | $6.42M | Sell |
55,412
-163,748
| -75% | -$17.9M | 4.44% | 3 |
|
|
2020
Q2 | $20M | Sell |
219,160
-18,664
| -8% | -$1.45M | 5.19% | 1 |
|
|
2020
Q1 | $15.1M | Buy |
237,824
+45,552
| +24% | +$3.35M | 4.73% | 1 |
|
|
2019
Q4 | $10.8M | Hold |
192,272
| – | – | 3.85% | 2 |
|
|
2019
Q3 | $10.8M | Buy |
192,272
+24,420
| +15% | +$1.28M | 3.85% | 2 |
|
|
2019
Q2 | $8.35M | Sell |
167,852
-21,644
| -11% | -$1.05M | 3.17% | 3 |
|
|
2019
Q1 | $9.8M | Buy |
189,496
+8,860
| +5% | +$376K | 3.96% | 2 |
|
|
2018
Q4 | $6.86M | Buy |
180,636
+1,416
| +0.8% | +$68.6K | 3.49% | 3 |
|
|
2018
Q3 | $10.1M | Buy |
+179,220
| New | +$9.33M | 4.67% | 2 |
|
|
2018
Q2 | – | Sell |
-180,968
| Closed | -$7.59M | – | 201 |
|
|
2018
Q1 | $7.59M | Sell |
180,968
-28,704
| -14% | -$1.24M | 4.05% | 2 |
|
|
2017
Q4 | $9.24M | Sell |
209,672
-220
| -0.1% | -$9.19K | 4.66% | 1 |
|
|
2017
Q3 | $8.09M | Buy |
209,892
+1,460
| +0.7% | +$56.6K | 4.1% | 3 |
|
|
2017
Q2 | $7.49M | Sell |
208,432
-9,980
| -5% | -$369K | 3.51% | 3 |
|
|
2017
Q1 | $7.81M | Buy |
218,412
+2,000
| +0.9% | +$65.9K | 4.8% | 1 |
|
|
2016
Q4 | $6.27M | Buy |
216,412
+108
| +0% | +$3.06K | 4.59% | 1 |
|
|
2016
Q3 | $6.12M | Sell |
216,304
-25,164
| -10% | -$666K | 4.94% | 1 |
|
|
2016
Q2 | $5.77M | Sell |
241,468
-6,964
| -3% | -$173K | 4.73% | 1 |
|
|
2016
Q1 | $6.78M | Buy |
+248,432
| New | +$6.19M | 5.43% | 1 |
|
Other funds holding AAPL
V Wealth Advisors's AAPL Position: Q3 2023 in Review
V Wealth Advisors reduced its Apple (AAPL) stake by 72% in Q3 2023, selling an estimated $27M and leaving 57,848 shares worth $9.9M. The position accounts for 7.93% of the portfolio, ranked #2.
V Wealth Advisors first reported a position in AAPL in Q1 2016 and has held it in 30 quarters since. The position peaked at $39.8M in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.
- V Wealth Advisors held 57,848 shares of Apple worth $9.9M as of Q3 2023.
- V Wealth Advisors sold 147,276 Apple shares in Q3 2023, an estimated $27M.
- Apple made up 7.93% of V Wealth Advisors's portfolio in Q3 2023, its #2 holding.
- V Wealth Advisors first reported a position in Apple in Q1 2016 and has held it in 30 quarters since.
- V Wealth Advisors's Apple position peaked at $39.8M in Q2 2023.
- 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.