VIA
Vickerman Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Buy |
26,669
+1,004
| +4% | +$206K | 1.18% | 17 |
|
|
2025
Q1 | $5.7M | Buy |
25,665
+4,418
| +21% | +$981K | 1.29% | 16 |
|
|
2024
Q4 | $5.32M | Sell |
21,247
-2,121
| -9% | -$531K | 1.45% | 15 |
|
|
2024
Q3 | $5.44M | Sell |
23,368
-672
| -3% | -$157K | 1.6% | 14 |
|
|
2024
Q2 | $5.06M | Sell |
24,040
-1,263
| -5% | -$266K | 1.63% | 16 |
|
|
2024
Q1 | $4.34M | Buy |
25,303
+126
| +0.5% | +$21.6K | 1.4% | 21 |
|
|
2023
Q4 | $4.85M | Sell |
25,177
-2,407
| -9% | -$463K | 1.65% | 12 |
|
|
2023
Q3 | $4.72M | Sell |
27,584
-1,748
| -6% | -$299K | 1.93% | 12 |
|
|
2023
Q2 | $5.69M | Buy |
29,332
+778
| +3% | +$151K | 2.22% | 12 |
|
|
2023
Q1 | $4.71M | Buy |
28,554
+645
| +2% | +$106K | 1.86% | 13 |
|
|
2022
Q4 | $3.63M | Buy |
27,909
+1,561
| +6% | +$203K | 1.65% | 16 |
|
|
2022
Q3 | $3.64M | Buy |
26,348
+895
| +4% | +$124K | 1.76% | 15 |
|
|
2022
Q2 | $3.48M | Buy |
25,453
+1,374
| +6% | +$188K | 1.65% | 17 |
|
|
2022
Q1 | $3.79M | Sell |
24,079
-1,946
| -7% | -$306K | 1.68% | 18 |
|
|
2021
Q4 | $4.62M | Buy |
26,025
+2,352
| +10% | +$418K | 1.87% | 16 |
|
|
2021
Q3 | $3.35M | Buy |
+23,673
| New | +$3.35M | 1.34% | 23 |
|