V
ViaWealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
16,378
-1,333
| -8% | -$273K | 1.99% | 9 |
|
|
2025
Q1 | $3.93M | Sell |
17,711
-349
| -2% | -$77.5K | 2.43% | 9 |
|
|
2024
Q4 | $4.52M | Sell |
18,060
-229
| -1% | -$57.3K | 2.73% | 8 |
|
|
2024
Q3 | $4.26M | Buy |
18,289
+650
| +4% | +$151K | 2.48% | 8 |
|
|
2024
Q2 | $3.72M | Sell |
17,639
-200
| -1% | -$42.1K | 2.3% | 7 |
|
|
2024
Q1 | $3.06M | Sell |
17,839
-1,089
| -6% | -$187K | 1.91% | 10 |
|
|
2023
Q4 | $3.64M | Sell |
18,928
-730
| -4% | -$141K | 2.51% | 6 |
|
|
2023
Q3 | $3.37M | Sell |
19,658
-566
| -3% | -$96.9K | 2.47% | 6 |
|
|
2023
Q2 | $3.92M | Sell |
20,224
-231
| -1% | -$44.8K | 2.93% | 5 |
|
|
2023
Q1 | $3.37M | Buy |
20,455
+56
| +0.3% | +$9.23K | 2.67% | 5 |
|
|
2022
Q4 | $2.65M | Buy |
+20,399
| New | +$2.65M | 2.18% | 4 |
|