VAFP
Vahanian & Associates Financial Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.69M | Sell |
19,166
-2,145
| -10% | -$413K | 14.59% | 1 |
|
|
2023
Q3 | $3.65M | Buy |
21,311
+1,580
| +8% | +$271K | 11.72% | 1 |
|
|
2023
Q2 | $3.83M | Hold |
19,731
| – | – | 12.1% | 1 |
|
|
2023
Q1 | $3.25M | Sell |
19,731
-878
| -4% | -$145K | 9.03% | 1 |
|
|
2022
Q4 | $2.68M | Sell |
20,609
-90
| -0.4% | -$11.7K | 8.76% | 1 |
|
|
2022
Q3 | $2.86M | Sell |
20,699
-270
| -1% | -$37.3K | 9.85% | 1 |
|
|
2022
Q2 | $2.87M | Sell |
20,969
-2,945
| -12% | -$403K | 12.33% | 1 |
|
|
2022
Q1 | $4.18M | Sell |
23,914
-18,269
| -43% | -$3.19M | 9.65% | 1 |
|
|
2021
Q4 | $7.49M | Buy |
+42,183
| New | +$7.49M | 6.04% | 1 |
|