VELA Investment Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,239
Closed -$2.37M 139
2024
Q2
$2.37M Buy
11,239
+1
+0% +$211 0.74% 42
2024
Q1
$1.93M Buy
11,238
+210
+2% +$36K 0.65% 44
2023
Q4
$2.12M Sell
11,028
-2,049
-16% -$395K 0.81% 36
2023
Q3
$2.24M Buy
13,077
+455
+4% +$77.9K 0.98% 30
2023
Q2
$2.45M Buy
12,622
+1,156
+10% +$224K 1.13% 22
2023
Q1
$1.89M Buy
11,466
+2,415
+27% +$398K 0.86% 37
2022
Q4
$1.18M Buy
9,051
+705
+8% +$91.6K 0.58% 57
2022
Q3
$1.15M Buy
8,346
+1
+0% +$138 0.65% 48
2022
Q2
$1.14M Buy
8,345
+1
+0% +$137 0.65% 47
2022
Q1
$1.46M Buy
8,344
+399
+5% +$69.7K 0.91% 33
2021
Q4
$1.41M Buy
+7,945
New +$1.41M 0.95% 36