Valley Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Sell |
4,760
-419
| -8% | -$86K | 0.59% | 26 |
|
|
2025
Q1 | $1.15M | Sell |
5,179
-1,139
| -18% | -$253K | 0.76% | 24 |
|
|
2024
Q4 | $1.58M | Buy |
6,318
+32
| +0.5% | +$8.01K | 1.1% | 19 |
|
|
2024
Q3 | $1.46M | Buy |
6,286
+1
| +0% | +$233 | 1.02% | 21 |
|
|
2024
Q2 | $1.32M | Sell |
6,285
-121
| -2% | -$25.5K | 0.97% | 21 |
|
|
2024
Q1 | $1.1M | Sell |
6,406
-163
| -2% | -$28K | 0.84% | 23 |
|
|
2023
Q4 | $1.26M | Buy |
+6,569
| New | +$1.26M | 0.99% | 21 |
|