Vest Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1M | Buy |
273,658
+1,909
| +0.7% | +$392K | 0.79% | 45 |
|
|
2025
Q1 | $60.4M | Buy |
271,749
+83,423
| +44% | +$18.5M | 0.94% | 26 |
|
|
2024
Q4 | $47.2M | Buy |
188,326
+22,555
| +14% | +$5.65M | 0.83% | 66 |
|
|
2024
Q3 | $38.6M | Buy |
165,771
+33,826
| +26% | +$7.88M | 0.74% | 68 |
|
|
2024
Q2 | $27.8M | Buy |
131,945
+3,670
| +3% | +$773K | 0.67% | 68 |
|
|
2024
Q1 | $22M | Buy |
+128,275
| New | +$22M | 0.58% | 69 |
|
|
2023
Q1 | – | Sell |
-2,821
| Closed | -$367K | – | 111 |
|
|
2022
Q4 | $367K | Buy |
+2,821
| New | +$367K | 0.06% | 105 |
|