Vancity Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.7M | Sell |
164,463
-14,666
| -8% | -$3.01M | 4.26% | 6 |
|
2025
Q1 | $39.8M | Buy |
+179,129
| New | +$39.8M | 5.45% | 4 |
|
2024
Q3 | $52.8M | Sell |
226,689
-236,518
| -51% | -$55.1M | 6.33% | 2 |
|
2024
Q2 | $89.1M | Buy |
463,207
+229,017
| +98% | +$44M | 5.64% | 2 |
|
2024
Q1 | $40.2M | Buy |
234,190
+37,586
| +19% | +$6.45M | 4.79% | 3 |
|
2023
Q4 | $37.9M | Sell |
196,604
-67,308
| -26% | -$13M | 5.54% | 2 |
|
2023
Q3 | $45.2M | Hold |
263,912
| – | – | 5.86% | 3 |
|
2023
Q2 | $51.2M | Hold |
263,912
| – | – | 6.59% | 2 |
|
2023
Q1 | $43.5M | Sell |
263,912
-2,272
| -0.9% | -$375K | 6.1% | 2 |
|
2022
Q4 | $34.6M | Sell |
266,184
-7,883
| -3% | -$1.02M | 5.18% | 2 |
|
2022
Q3 | $37.9M | Sell |
274,067
-23,757
| -8% | -$3.28M | 6.02% | 2 |
|
2022
Q2 | $40.7M | Sell |
297,824
-49,773
| -14% | -$6.8M | 5.8% | 2 |
|
2022
Q1 | $60.7M | Sell |
347,597
-19,364
| -5% | -$3.38M | 7.18% | 1 |
|
2021
Q4 | $65.2M | Buy |
366,961
+4,238
| +1% | +$753K | 7.48% | 1 |
|
2021
Q3 | $51.3M | Buy |
362,723
+2,533
| +0.7% | +$358K | 6.56% | 1 |
|
2021
Q2 | $49.3M | Buy |
360,190
+36,952
| +11% | +$5.06M | 6.89% | 1 |
|
2021
Q1 | $39.5M | Sell |
323,238
-16
| -0% | -$1.95K | 7.27% | 1 |
|
2020
Q4 | $42.9M | Buy |
+323,254
| New | +$42.9M | 8.56% | 1 |
|