Virginia 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
$4.3M Buy
20,946
+53
+0.3% +$10.9K 2.61% 20
2025
Q1
$4.64M Sell
20,893
-725
-3% -$161K 2.87% 11
2024
Q4
$5.41M Buy
21,618
+102
+0.5% +$25.5K 3.35% 5
2024
Q3
$5.01M Buy
21,516
+5,368
+33% +$1.25M 3.14% 6
2024
Q2
$3.4M Sell
16,148
-72
-0.4% -$15.2K 2.79% 8
2024
Q1
$2.78M Buy
16,220
+6,809
+72% +$1.17M 2.27% 26
2023
Q4
$1.81M Sell
9,411
-6,967
-43% -$1.34M 1.58% 31
2023
Q3
$2.8M Buy
16,378
+61
+0.4% +$10.4K 1.9% 28
2023
Q2
$3.16M Sell
16,317
-2,423
-13% -$470K 2.17% 19
2023
Q1
$3.09M Buy
18,740
+537
+3% +$88.6K 2.12% 20
2022
Q4
$2.37M Buy
18,203
+71
+0.4% +$9.23K 1.64% 31
2022
Q3
$2.51M Buy
18,132
+7,376
+69% +$1.02M 1.87% 22
2022
Q2
$1.47M Sell
10,756
-100
-0.9% -$13.7K 1.41% 37
2022
Q1
$1.87M Buy
10,856
+471
+5% +$80.9K 1.67% 35
2021
Q4
$1.84M Buy
+10,385
New +$1.84M 1.66% 33