Valley Wealth Managers’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3M | Sell |
191,695
-4,389
| -2% | -$900K | 2.83% | 3 |
|
|
2025
Q1 | $43.6M | Sell |
196,084
-7,670
| -4% | -$1.7M | 3.3% | 1 |
|
|
2024
Q4 | $51M | Sell |
203,754
-1,423
| -0.7% | -$356K | 3.81% | 2 |
|
|
2024
Q3 | $47.8M | Buy |
205,177
+2,579
| +1% | +$601K | 3.54% | 2 |
|
|
2024
Q2 | $42.7M | Sell |
202,598
-10,421
| -5% | -$2.19M | 3.4% | 2 |
|
|
2024
Q1 | $36.5M | Sell |
213,019
-8,302
| -4% | -$1.42M | 2.75% | 3 |
|
|
2023
Q4 | $42.6M | Sell |
221,321
-5,170
| -2% | -$995K | 3.32% | 2 |
|
|
2023
Q3 | $38.8M | Sell |
226,491
-13,308
| -6% | -$2.28M | 3.23% | 1 |
|
|
2023
Q2 | $46.5M | Sell |
239,799
-7,715
| -3% | -$1.5M | 4.18% | 1 |
|
|
2023
Q1 | $40.8M | Sell |
247,514
-2,266
| -0.9% | -$374K | 3.71% | 1 |
|
|
2022
Q4 | $32.5M | Sell |
249,780
-4,937
| -2% | -$641K | 3.01% | 1 |
|
|
2022
Q3 | $35.2M | Sell |
254,717
-17,796
| -7% | -$2.46M | 3.51% | 1 |
|
|
2022
Q2 | $37.3M | Sell |
272,513
-12,396
| -4% | -$1.69M | 3.49% | 1 |
|
|
2022
Q1 | $49.7M | Sell |
284,909
-15,049
| -5% | -$2.63M | 4.16% | 1 |
|
|
2021
Q4 | $53.3M | Sell |
299,958
-10,745
| -3% | -$1.91M | 4.27% | 1 |
|
|
2021
Q3 | $44M | Sell |
310,703
-10,169
| -3% | -$1.44M | 3.83% | 1 |
|
|
2021
Q2 | $43.9M | Sell |
320,872
-15,308
| -5% | -$2.1M | 3.72% | 1 |
|
|
2021
Q1 | $41.1M | Sell |
336,180
-11,748
| -3% | -$1.44M | 3.69% | 1 |
|
|
2020
Q4 | $46.2M | Sell |
347,928
-16,092
| -4% | -$2.14M | 4.52% | 1 |
|
|
2020
Q3 | $42.2M | Sell |
364,020
-26,440
| -7% | -$3.06M | 4.64% | 1 |
|
|
2020
Q2 | $35.6M | Sell |
390,460
-46,428
| -11% | -$4.23M | 3.99% | 1 |
|
|
2020
Q1 | $27.8M | Sell |
436,888
-46,940
| -10% | -$2.98M | 3.61% | 1 |
|
|
2019
Q4 | $35.5M | Sell |
483,828
-38,696
| -7% | -$2.84M | 3.55% | 1 |
|
|
2019
Q3 | $29.3M | Sell |
522,524
-6,092
| -1% | -$341K | 3.11% | 1 |
|
|
2019
Q2 | $26.2M | Sell |
528,616
-16,836
| -3% | -$833K | 2.78% | 1 |
|
|
2019
Q1 | $25.9M | Buy |
545,452
+4,040
| +0.7% | +$192K | 2.82% | 1 |
|
|
2018
Q4 | $21.4M | Buy |
541,412
+6,568
| +1% | +$259K | 2.79% | 1 |
|
|
2018
Q3 | $30.2M | Sell |
534,844
-45,864
| -8% | -$2.59M | 3.57% | 1 |
|
|
2018
Q2 | $26.9M | Sell |
580,708
-25,292
| -4% | -$1.17M | 3.28% | 1 |
|
|
2018
Q1 | $25.4M | Sell |
606,000
-9,748
| -2% | -$409K | 3.09% | 1 |
|
|
2017
Q4 | $26.1M | Sell |
615,748
-25,940
| -4% | -$1.1M | 3.13% | 1 |
|
|
2017
Q3 | $24.7M | Buy |
641,688
+11,196
| +2% | +$431K | 3.11% | 1 |
|
|
2017
Q2 | $22.7M | Sell |
630,492
-6,072
| -1% | -$219K | 3.04% | 1 |
|
|
2017
Q1 | $22.9M | Sell |
636,564
-50,544
| -7% | -$1.82M | 3.04% | 1 |
|
|
2016
Q4 | $19.9M | Sell |
687,108
-10,484
| -2% | -$304K | 2.84% | 1 |
|
|
2016
Q3 | $19.7M | Sell |
697,592
-42,268
| -6% | -$1.19M | 2.9% | 1 |
|
|
2016
Q2 | $17.7M | Buy |
739,860
+229,060
| +45% | +$5.47M | 2.7% | 1 |
|
|
2016
Q1 | $13.9M | Buy |
510,800
+6,908
| +1% | +$188K | 2.35% | 10 |
|
|
2015
Q4 | $13.3M | Sell |
503,892
-2,736
| -0.5% | -$72K | 2.38% | 16 |
|
|
2015
Q3 | $14M | Sell |
506,628
-3,180
| -0.6% | -$87.7K | 2.54% | 3 |
|
|
2015
Q2 | $16M | Sell |
509,808
-22,900
| -4% | -$718K | 2.78% | 1 |
|
|
2015
Q1 | $16.6M | Sell |
532,708
-10,488
| -2% | -$326K | 2.85% | 3 |
|
|
2014
Q4 | $15M | Buy |
543,196
+1,756
| +0.3% | +$48.5K | 2.68% | 3 |
|
|
2014
Q3 | $13.6M | Sell |
541,440
-45,340
| -8% | -$1.14M | 2.61% | 1 |
|
|
2014
Q2 | $13.6M | Buy |
586,780
+1,972
| +0.3% | +$45.8K | 2.59% | 2 |
|
|
2014
Q1 | $11.2M | Sell |
584,808
-3,360
| -0.6% | -$64.4K | 2.24% | 18 |
|
|
2013
Q4 | $11.8M | Sell |
588,168
-18,396
| -3% | -$369K | 2.42% | 8 |
|
|
2013
Q3 | $10.3M | Buy |
606,564
+3,080
| +0.5% | +$52.4K | 2.26% | 15 |
|
|
2013
Q2 | $8.55M | Buy |
+603,484
| New | +$8.55M | 1.94% | 30 |
|