VWA
VERITY Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Hold |
2,318
| – | – | 0.32% | 57 |
|
|
2025
Q1 | $515K | Hold |
2,318
| – | – | 0.38% | 50 |
|
|
2024
Q4 | $580K | Hold |
2,318
| – | – | 0.42% | 43 |
|
|
2024
Q3 | $540K | Hold |
2,318
| – | – | 0.38% | 50 |
|
|
2024
Q2 | $488K | Hold |
2,318
| – | – | 0.37% | 52 |
|
|
2024
Q1 | $397K | Buy |
2,318
+556
| +32% | +$95.3K | 0.31% | 57 |
|
|
2023
Q4 | $339K | Hold |
1,762
| – | – | 0.29% | 56 |
|
|
2023
Q3 | $302K | Hold |
1,762
| – | – | 0.28% | 56 |
|
|
2023
Q2 | $342K | Hold |
1,762
| – | – | 0.31% | 56 |
|
|
2023
Q1 | $291K | Sell |
1,762
-556
| -24% | -$91.7K | 0.27% | 60 |
|
|
2022
Q4 | $301K | Hold |
2,318
| – | – | 0.3% | 59 |
|
|
2022
Q3 | $320K | Hold |
2,318
| – | – | 0.33% | 54 |
|
|
2022
Q2 | $317K | Buy |
2,318
+34
| +1% | +$4.65K | 0.31% | 54 |
|
|
2022
Q1 | $399K | Hold |
2,284
| – | – | 0.35% | 44 |
|
|
2021
Q4 | $406K | Hold |
2,284
| – | – | 0.34% | 45 |
|
|
2021
Q3 | $323K | Hold |
2,284
| – | – | 0.29% | 47 |
|
|
2021
Q2 | $313K | Hold |
2,284
| – | – | 0.28% | 45 |
|
|
2021
Q1 | $279K | Hold |
2,284
| – | – | 0.25% | 47 |
|
|
2020
Q4 | $303K | Buy |
2,284
+556
| +32% | +$73.8K | 0.28% | 44 |
|
|
2020
Q3 | $200K | Buy |
+1,728
| New | +$200K | 0.2% | 48 |
|