Values Added Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Sell |
29,802
-5,174
| -15% | -$1.06M | 2.96% | 9 |
|
|
2025
Q1 | $7.77M | Buy |
34,976
+6,701
| +24% | +$1.49M | 4.31% | 5 |
|
|
2024
Q4 | $7.08M | Buy |
28,275
+1,714
| +6% | +$429K | 4.1% | 4 |
|
|
2024
Q3 | $6.19M | Buy |
26,561
+87
| +0.3% | +$20.3K | 3.9% | 8 |
|
|
2024
Q2 | $5.58M | Buy |
26,474
+1,098
| +4% | +$231K | 4.02% | 6 |
|
|
2024
Q1 | $4.35M | Sell |
25,376
-2,258
| -8% | -$387K | 3.39% | 9 |
|
|
2023
Q4 | $5.32M | Sell |
27,634
-2,603
| -9% | -$501K | 4.35% | 5 |
|
|
2023
Q3 | $5.18M | Buy |
30,237
+1,079
| +4% | +$185K | 4.72% | 4 |
|
|
2023
Q2 | $5.66M | Buy |
+29,158
| New | +$5.66M | 5.3% | 4 |
|