Valley Forge Investment Consultants’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
8,477
+318
| +4% | +$65.2K | 0.56% | 19 |
|
|
2025
Q1 | $1.81M | Sell |
8,159
-1,591
| -16% | -$353K | 0.65% | 20 |
|
|
2024
Q4 | $2.44M | Buy |
9,750
+63
| +0.7% | +$15.8K | 0.84% | 14 |
|
|
2024
Q3 | $2.26M | Buy |
9,687
+685
| +8% | +$160K | 0.79% | 16 |
|
|
2024
Q2 | $1.9M | Buy |
9,002
+89
| +1% | +$18.7K | 0.72% | 17 |
|
|
2024
Q1 | $1.53M | Buy |
8,913
+6
| +0.1% | +$1.03K | 0.6% | 20 |
|
|
2023
Q4 | $1.71M | Sell |
8,907
-2,428
| -21% | -$467K | 0.76% | 16 |
|
|
2023
Q3 | $1.94M | Buy |
11,335
+887
| +8% | +$152K | 0.88% | 16 |
|
|
2023
Q2 | $2.03M | Buy |
10,448
+8
| +0.1% | +$1.55K | 1% | 16 |
|
|
2023
Q1 | $1.72M | Buy |
10,440
+9
| +0.1% | +$1.48K | 0.89% | 17 |
|
|
2022
Q4 | $1.36M | Sell |
10,431
-789
| -7% | -$103K | 0.71% | 19 |
|
|
2022
Q3 | $1.55M | Buy |
11,220
+9
| +0.1% | +$1.24K | 0.85% | 18 |
|
|
2022
Q2 | $1.53M | Buy |
11,211
+219
| +2% | +$29.9K | 0.76% | 18 |
|
|
2022
Q1 | $1.92M | Buy |
10,992
+36
| +0.3% | +$6.29K | 0.79% | 19 |
|
|
2021
Q4 | $1.95M | Sell |
10,956
-1,005
| -8% | -$178K | 0.86% | 18 |
|
|
2021
Q3 | $1.69M | Buy |
11,961
+101
| +0.9% | +$14.3K | 0.91% | 21 |
|
|
2021
Q2 | $1.62M | Buy |
11,860
+1,198
| +11% | +$164K | 0.88% | 21 |
|
|
2021
Q1 | $1.3M | Buy |
10,662
+7,008
| +192% | +$856K | 0.89% | 20 |
|
|
2020
Q4 | $485K | Buy |
+3,654
| New | +$485K | 0.42% | 41 |
|