Valeo Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125M | Sell |
|
|||||
|
2025
Q1 | $131M | Buy |
|
|||||
|
2024
Q4 | $149M | Buy |
|
|||||
|
2024
Q3 | $142M | Sell |
|
|||||
|
2024
Q2 | $130M | Sell |
|
|||||
|
2024
Q1 | $106M | Buy |
|
|||||
|
2023
Q4 | $114M | Sell |
|
|||||
|
2023
Q3 | $102M | Buy |
|
|||||
|
2023
Q2 | $114M | Sell |
|
|||||
|
2023
Q1 | $102M | Buy |
|
|||||
|
2022
Q4 | $70.6M | Buy |
|
|||||
|
2022
Q3 | $67.8M | Buy |
|
|||||
|
2022
Q2 | $64.8M | Sell |
|
|||||
|
2022
Q1 | $91.7M | Buy |
|
|||||
|
2021
Q4 | $78.5M | Sell |
|
|||||
|
2021
Q3 | $64.9M | Buy |
|
|||||
|
2021
Q2 | $54.4M | Sell |
|
|||||
|
2021
Q1 | $52.4M | Sell |
|
|||||
|
2020
Q4 | $55.9M | Buy |
|
|||||
|
2020
Q3 | $45.7M | Sell |
|
|||||
|
2020
Q2 | $40.2M | Sell |
|
|||||
|
2020
Q1 | $29.7M | Sell |
|
|||||
|
2019
Q4 | $33.6M | Sell |
|
|||||
|
2019
Q3 | $25.8M | Sell |
|
|||||
|
2019
Q2 | $23.3M | Buy |
|
|||||
|
2019
Q1 | $21.7M | Buy |
|
|||||
|
2018
Q4 | $17.9M | Buy |
|
|||||
|
2018
Q3 | $22.8M | Buy |
|
|||||
|
2018
Q2 | $21.4M | Buy |
|
|||||
|
2018
Q1 | $15.7M | Sell |
|
|||||
|
2017
Q4 | $15.9M | Buy |
|
|||||
|
2017
Q3 | $11.8M | Buy |
|