Verity & Verity’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.4M | Sell |
123,911
-88
| -0.1% | -$18.1K | 2.19% | 11 |
|
2025
Q1 | $27.5M | Sell |
123,999
-1,605
| -1% | -$357K | 2.42% | 10 |
|
2024
Q4 | $31.5M | Buy |
125,604
+5,631
| +5% | +$1.41M | 2.87% | 5 |
|
2024
Q3 | $28M | Buy |
119,973
+1,213
| +1% | +$283K | 2.74% | 7 |
|
2024
Q2 | $25M | Buy |
118,760
+3,914
| +3% | +$824K | 2.73% | 9 |
|
2024
Q1 | $19.7M | Sell |
114,846
-26,383
| -19% | -$4.52M | 2.19% | 12 |
|
2023
Q4 | $27.2M | Sell |
141,229
-184
| -0.1% | -$35.4K | 3.12% | 4 |
|
2023
Q3 | $24.2M | Buy |
141,413
+756
| +0.5% | +$129K | 3.03% | 5 |
|
2023
Q2 | $27.3M | Buy |
140,657
+3,776
| +3% | +$732K | 3.35% | 2 |
|
2023
Q1 | $22.6M | Buy |
136,881
+2,798
| +2% | +$461K | 2.88% | 7 |
|
2022
Q4 | $17.4M | Buy |
134,083
+12,199
| +10% | +$1.59M | 2.27% | 12 |
|
2022
Q3 | $16.8M | Buy |
121,884
+2,466
| +2% | +$341K | 2.71% | 5 |
|
2022
Q2 | $16.3M | Buy |
119,418
+2,224
| +2% | +$304K | 2.5% | 10 |
|
2022
Q1 | $20.5M | Buy |
117,194
+1,277
| +1% | +$223K | 2.84% | 3 |
|
2021
Q4 | $20.6M | Sell |
115,917
-28,829
| -20% | -$5.12M | 2.94% | 2 |
|
2021
Q3 | $21.9M | Buy |
144,746
+33
| +0% | +$5K | 3.28% | 2 |
|
2021
Q2 | $19.8M | Sell |
144,713
-225
| -0.2% | -$30.8K | 3.13% | 2 |
|
2021
Q1 | $18.9M | Buy |
144,938
+4,602
| +3% | +$600K | 3.06% | 3 |
|
2020
Q4 | $18.1M | Sell |
140,336
-1,682
| -1% | -$217K | 3.42% | 2 |
|
2020
Q3 | $16.5M | Sell |
142,018
-7,862
| -5% | -$916K | 3.64% | 2 |
|
2020
Q2 | $14.3M | Buy |
149,880
+3,108
| +2% | +$297K | 3.41% | 2 |
|
2020
Q1 | $9.33M | Sell |
146,772
-82,396
| -36% | -$5.24M | 2.63% | 7 |
|
2019
Q4 | $16.8M | Sell |
229,168
-4,952
| -2% | -$364K | 3.26% | 2 |
|
2019
Q3 | $13.3M | Buy |
234,120
+20,060
| +9% | +$1.14M | 2.81% | 2 |
|
2019
Q2 | $10.6M | Buy |
214,060
+3,344
| +2% | +$165K | 2.3% | 8 |
|
2019
Q1 | $10M | Buy |
210,716
+9,584
| +5% | +$455K | 2.3% | 10 |
|
2018
Q4 | $7.93M | Buy |
201,132
+2,260
| +1% | +$89.1K | 2.12% | 13 |
|
2018
Q3 | $11.2M | Sell |
198,872
-18,980
| -9% | -$1.07M | 2.71% | 4 |
|
2018
Q2 | $10.1M | Sell |
217,852
-8,788
| -4% | -$407K | 2.62% | 5 |
|
2018
Q1 | $9.51M | Buy |
226,640
+7,292
| +3% | +$306K | 2.56% | 7 |
|
2017
Q4 | $9.28M | Sell |
219,348
-4,124
| -2% | -$174K | 2.5% | 9 |
|
2017
Q3 | $8.61M | Sell |
223,472
-568
| -0.3% | -$21.9K | 2.51% | 7 |
|
2017
Q2 | $8.07M | Sell |
224,040
-14,208
| -6% | -$512K | 2.48% | 9 |
|
2017
Q1 | $8.56M | Buy |
238,248
+9,884
| +4% | +$355K | 2.66% | 5 |
|
2016
Q4 | $6.61M | Buy |
228,364
+4,444
| +2% | +$129K | 2.3% | 13 |
|
2016
Q3 | $6.33M | Buy |
223,920
+22,704
| +11% | +$642K | 2.32% | 11 |
|
2016
Q2 | $4.81M | Buy |
201,216
+20,528
| +11% | +$491K | 1.85% | 21 |
|
2016
Q1 | $4.92M | Buy |
180,688
+65,508
| +57% | +$1.78M | 2.09% | 13 |
|
2015
Q4 | $3.03M | Buy |
115,180
+4,152
| +4% | +$109K | 1.37% | 41 |
|
2015
Q3 | $2.92M | Buy |
+111,028
| New | +$2.92M | 1.43% | 42 |
|