Vertex Planning Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
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|
2025
Q1 | $19.9M | Sell |
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|
2024
Q4 | $22.5M | Sell |
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|
2024
Q3 | $21.1M | Buy |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $14.5M | Sell |
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|
2023
Q4 | $17.2M | Buy |
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|
2023
Q3 | $6.59M | Buy |
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|
2023
Q2 | $7.41M | Buy |
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|
2023
Q1 | $5.14M | Sell |
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|
2022
Q4 | $4.79M | Buy |
|