VFA
Valeo Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148M | Buy |
26,589,956
+25,821,539
| +3,360% | +$144M | 3.56% | 5 |
|
|
2025
Q1 | $131M | Buy |
768,417
+30,190
| +4% | +$5.14M | 3.65% | 5 |
|
|
2024
Q4 | $149M | Buy |
738,227
+84,239
| +13% | +$17M | 4.14% | 4 |
|
|
2024
Q3 | $142M | Sell |
653,988
-8,812
| -1% | -$1.92M | 4.05% | 5 |
|
|
2024
Q2 | $130M | Sell |
662,800
-9,120
| -1% | -$1.79M | 4.07% | 4 |
|
|
2024
Q1 | $106M | Buy |
671,920
+35,777
| +6% | +$5.65M | 3.8% | 5 |
|
|
2023
Q4 | $114M | Sell |
636,143
-2,709
| -0.4% | -$486K | 4.6% | 4 |
|
|
2023
Q3 | $102M | Buy |
638,852
+8,374
| +1% | +$1.34M | 4.64% | 4 |
|
|
2023
Q2 | $114M | Sell |
630,478
-29,674
| -4% | -$5.36M | 5.2% | 3 |
|
|
2023
Q1 | $102M | Buy |
660,152
+73,034
| +12% | +$11.2M | 4.89% | 4 |
|
|
2022
Q4 | $70.6M | Buy |
587,118
+52,646
| +10% | +$6.33M | 3.87% | 5 |
|
|
2022
Q3 | $67.8M | Buy |
534,472
+16,875
| +3% | +$2.14M | 4.32% | 5 |
|
|
2022
Q2 | $64.8M | Sell |
517,597
-51,314
| -9% | -$6.42M | 4.07% | 5 |
|
|
2022
Q1 | $91.7M | Buy |
568,911
+82,765
| +17% | +$13.3M | 4.66% | 4 |
|
|
2021
Q4 | $78.5M | Sell |
486,146
-16,115
| -3% | -$2.6M | 4.25% | 4 |
|
|
2021
Q3 | $64.9M | Buy |
502,261
+61,637
| +14% | +$7.96M | 3.71% | 4 |
|
|
2021
Q2 | $54.4M | Sell |
440,624
-31,804
| -7% | -$3.92M | 3.3% | 5 |
|
|
2021
Q1 | $52.4M | Sell |
472,428
-115,055
| -20% | -$12.8M | 2.42% | 8 |
|
|
2020
Q4 | $55.9M | Buy |
587,483
+192,663
| +49% | +$18.3M | 2.88% | 8 |
|
|
2020
Q3 | $45.7M | Buy |
394,820
+284,703
| +259% | +$33M | 4% | 5 |
|
|
2020
Q2 | $40.2M | Sell |
110,117
-875
| -0.8% | -$319K | 3.66% | 5 |
|
|
2020
Q1 | $29.7M | Sell |
110,992
-3,346
| -3% | -$896K | 3.16% | 6 |
|
|
2019
Q4 | $33.6M | Sell |
114,338
-823
| -0.7% | -$242K | 3.26% | 5 |
|
|
2019
Q3 | $25.8M | Sell |
115,161
-2,573
| -2% | -$576K | 2.85% | 5 |
|
|
2019
Q2 | $23.3M | Buy |
117,734
+3,245
| +3% | +$643K | 2.67% | 5 |
|
|
2019
Q1 | $21.7M | Buy |
114,489
+962
| +0.8% | +$183K | 2.64% | 5 |
|
|
2018
Q4 | $17.9M | Buy |
113,527
+9,152
| +9% | +$1.44M | 2.51% | 5 |
|
|
2018
Q3 | $22.8M | Buy |
104,375
+1,614
| +2% | +$352K | 3.08% | 5 |
|
|
2018
Q2 | $21.4M | Buy |
102,761
+9,172
| +10% | +$1.91M | 3% | 5 |
|
|
2018
Q1 | $15.7M | Sell |
93,589
-208
| -0.2% | -$34.9K | 2.52% | 4 |
|
|
2017
Q4 | $15.9M | Buy |
93,797
+17,131
| +22% | +$2.9M | 2.61% | 4 |
|
|
2017
Q3 | $11.8M | Buy |
+76,666
| New | +$11.8M | 2.68% | 4 |
|