Venture Visionary Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $71.6M | Sell |
349,004
-425
| -0.1% | -$87.2K | 2.69% | 5 |
|
2025
Q1 | $77.6M | Buy |
349,429
+1,593
| +0.5% | +$354K | 3.25% | 2 |
|
2024
Q4 | $87.1M | Sell |
347,836
-1,356
| -0.4% | -$340K | 3.69% | 2 |
|
2024
Q3 | $81.4M | Buy |
349,192
+2,021
| +0.6% | +$471K | 3.53% | 2 |
|
2024
Q2 | $73.1M | Buy |
347,171
+3,140
| +0.9% | +$661K | 3.36% | 2 |
|
2024
Q1 | $59M | Sell |
344,031
-14,194
| -4% | -$2.43M | 2.8% | 3 |
|
2023
Q4 | $69M | Buy |
358,225
+8,023
| +2% | +$1.54M | 3.64% | 2 |
|
2023
Q3 | $60M | Sell |
350,202
-10,343
| -3% | -$1.77M | 3.61% | 2 |
|
2023
Q2 | $69.9M | Sell |
360,545
-4,703
| -1% | -$912K | 4.11% | 1 |
|
2023
Q1 | $60.2M | Buy |
365,248
+1,270
| +0.3% | +$209K | 3.82% | 1 |
|
2022
Q4 | $47.3M | Sell |
363,978
-3,471
| -0.9% | -$451K | 3.42% | 3 |
|
2022
Q3 | $50.8M | Sell |
367,449
-11,219
| -3% | -$1.55M | 4.12% | 1 |
|
2022
Q2 | $51.8M | Buy |
378,668
+3,090
| +0.8% | +$422K | 3.94% | 1 |
|
2022
Q1 | $65.6M | Sell |
375,578
-4,105
| -1% | -$717K | 4.37% | 1 |
|
2021
Q4 | $67.4M | Buy |
379,683
+3,651
| +1% | +$648K | 4.38% | 1 |
|
2021
Q3 | $53.2M | Buy |
376,032
+30,838
| +9% | +$4.36M | 3.79% | 1 |
|
2021
Q2 | $47.3M | Sell |
345,194
-20,422
| -6% | -$2.8M | 3.79% | 1 |
|
2021
Q1 | $44.7M | Buy |
365,616
+46,054
| +14% | +$5.63M | 3.73% | 2 |
|
2020
Q4 | $42.4M | Buy |
319,562
+183,651
| +135% | +$24.4M | 4.66% | 2 |
|
2020
Q3 | $15.8M | Sell |
135,911
-233,217
| -63% | -$27.1M | 3.85% | 6 |
|
2020
Q2 | $33.7M | Sell |
369,128
-4,824
| -1% | -$440K | 9.79% | 1 |
|
2020
Q1 | $23.8M | Sell |
373,952
-120,804
| -24% | -$7.68M | 8.96% | 2 |
|
2019
Q4 | $36.3M | Buy |
+494,756
| New | +$36.3M | 11.02% | 1 |
|