Vawter 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 | – | Sell |
-9,504
| Closed | -$2.11M | – | 25 |
|
|
2025
Q1 | $2.11M | Buy |
9,504
+60
| +0.6% | +$13.3K | 1.18% | 24 |
|
|
2024
Q4 | $2.37M | Sell |
9,444
-414
| -4% | -$104K | 1.42% | 21 |
|
|
2024
Q3 | $2.3M | Sell |
9,858
-522
| -5% | -$122K | 1.4% | 21 |
|
|
2024
Q2 | $2.19M | Buy |
10,380
+381
| +4% | +$80.2K | 1.5% | 20 |
|
|
2024
Q1 | $1.71M | Buy |
9,999
+416
| +4% | +$71.3K | 1.24% | 20 |
|
|
2023
Q4 | $1.85M | Buy |
9,583
+4,788
| +100% | +$922K | 1.44% | 20 |
|
|
2023
Q3 | $821K | Sell |
4,795
-992
| -17% | -$170K | 0.93% | 24 |
|
|
2023
Q2 | $1.12M | Buy |
5,787
+123
| +2% | +$23.9K | 0.97% | 22 |
|
|
2023
Q1 | $934K | Buy |
5,664
+649
| +13% | +$107K | 0.95% | 23 |
|
|
2022
Q4 | $652K | Buy |
+5,015
| New | +$652K | 0.76% | 23 |
|