Vermillion & White Wealth Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
5,855
+205
| +4% | +$42.1K | 0.78% | 18 |
|
|
2025
Q1 | $1.26M | Buy |
5,650
+2
| +0% | +$444 | 0.91% | 16 |
|
|
2024
Q4 | $1.41M | Buy |
5,648
+7
| +0.1% | +$1.75K | 1.04% | 23 |
|
|
2024
Q3 | $1.31M | Sell |
5,641
-186
| -3% | -$43.3K | 0.97% | 22 |
|
|
2024
Q2 | $1.23M | Buy |
5,827
+3
| +0.1% | +$632 | 0.92% | 23 |
|
|
2024
Q1 | $999K | Sell |
5,824
-18
| -0.3% | -$3.09K | 0.8% | 25 |
|
|
2023
Q4 | $1.12M | Buy |
+5,842
| New | +$1.12M | 1.09% | 21 |
|