Vantage Financial Partners (Wisconsin)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
15,416
-1,645
| -10% | -$338K | 0.73% | 25 |
|
|
2025
Q1 | $3.79M | Buy |
17,061
+118
| +0.7% | +$26.2K | 0.94% | 21 |
|
|
2024
Q4 | $4.24M | Sell |
16,943
-1,095
| -6% | -$274K | 1.06% | 15 |
|
|
2024
Q3 | $4.2M | Sell |
18,038
-117
| -0.6% | -$27.3K | 1.04% | 13 |
|
|
2024
Q2 | $3.82M | Buy |
18,155
+550
| +3% | +$116K | 0.99% | 20 |
|
|
2024
Q1 | $3.02M | Sell |
17,605
-367
| -2% | -$62.9K | 0.81% | 22 |
|
|
2023
Q4 | $3.46M | Buy |
17,972
+4,470
| +33% | +$861K | 1.02% | 21 |
|
|
2023
Q3 | $2.31M | Buy |
13,502
+166
| +1% | +$28.4K | 0.91% | 22 |
|
|
2023
Q2 | $2.59M | Sell |
13,336
-741
| -5% | -$144K | 0.97% | 22 |
|
|
2023
Q1 | $2.32M | Buy |
14,077
+3,499
| +33% | +$577K | 0.92% | 22 |
|
|
2022
Q4 | $1.37M | Sell |
10,578
-185
| -2% | -$24K | 0.82% | 15 |
|
|
2022
Q3 | $1.49M | Sell |
10,763
-7,229
| -40% | -$999K | 1% | 14 |
|
|
2022
Q2 | $2.46M | Buy |
17,992
+7,230
| +67% | +$989K | 1.45% | 9 |
|
|
2022
Q1 | $1.88M | Sell |
10,762
-371
| -3% | -$64.8K | 0.96% | 10 |
|
|
2021
Q4 | $2K | Buy |
+11,133
| New | +$2K | ﹤0.01% | 59 |
|