Virtus Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
1,037
| – | – | 0.27% | 42 |
|
|
2025
Q1 | $230K | Sell |
1,037
-132
| -11% | -$29.3K | 0.3% | 39 |
|
|
2024
Q4 | $293K | Sell |
1,169
-931
| -44% | -$233K | 0.37% | 39 |
|
|
2024
Q3 | $489K | Hold |
2,100
| – | – | 0.65% | 40 |
|
|
2024
Q2 | $442K | Sell |
2,100
-15
| -0.7% | -$3.16K | 0.6% | 40 |
|
|
2024
Q1 | $363K | Sell |
2,115
-631
| -23% | -$108K | 0.58% | 29 |
|
|
2023
Q4 | $529K | Sell |
2,746
-5
| -0.2% | -$963 | 0.89% | 29 |
|
|
2023
Q3 | $471K | Hold |
2,751
| – | – | 0.86% | 27 |
|
|
2023
Q2 | $534K | Buy |
2,751
+10
| +0.4% | +$1.94K | 0.99% | 26 |
|
|
2023
Q1 | $452K | Buy |
2,741
+620
| +29% | +$102K | 0.89% | 31 |
|
|
2022
Q4 | $276K | Buy |
2,121
+8
| +0.4% | +$1.04K | 0.62% | 33 |
|
|
2022
Q3 | $292K | Buy |
+2,113
| New | +$292K | 0.75% | 38 |
|