VW
Vance Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Buy |
38,648
+921
| +2% | +$189K | 2.67% | 7 |
|
|
2025
Q1 | $8.38M | Buy |
37,727
+522
| +1% | +$116K | 3.15% | 5 |
|
|
2024
Q4 | $9.32M | Sell |
37,205
-2,385
| -6% | -$597K | 3.6% | 5 |
|
|
2024
Q3 | $9.22M | Sell |
39,590
-212
| -0.5% | -$49.4K | 3.49% | 5 |
|
|
2024
Q2 | $8.38M | Sell |
39,802
-479
| -1% | -$101K | 3.44% | 5 |
|
|
2024
Q1 | $6.91M | Buy |
40,281
+196
| +0.5% | +$33.6K | 2.75% | 7 |
|
|
2023
Q4 | $7.72M | Sell |
40,085
-127
| -0.3% | -$24.5K | 3.35% | 6 |
|
|
2023
Q3 | $6.88M | Buy |
40,212
+299
| +0.7% | +$51.2K | 3.22% | 6 |
|
|
2023
Q2 | $7.74M | Sell |
39,913
-2,971
| -7% | -$576K | 3.52% | 8 |
|
|
2023
Q1 | $7.07M | Buy |
42,884
+7,255
| +20% | +$1.2M | 3.8% | 6 |
|
|
2022
Q4 | $4.63M | Buy |
35,629
+1
| +0% | +$130 | 2.89% | 9 |
|
|
2022
Q3 | $4.92M | Buy |
35,628
+222
| +0.6% | +$30.7K | 3.78% | 5 |
|
|
2022
Q2 | $4.84M | Sell |
35,406
-173
| -0.5% | -$23.7K | 3.74% | 5 |
|
|
2022
Q1 | $6.21M | Buy |
35,579
+4,586
| +15% | +$801K | 7.86% | 4 |
|
|
2021
Q4 | $5.5M | Buy |
+30,993
| New | +$5.5M | 5.4% | 6 |
|