VIA
Virtus Investment Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
+6,623
| New | +$1.36M | 0.46% | 116 |
|
|
2025
Q1 | – | Sell |
-8,208
| Closed | -$2.06M | – | 474 |
|
|
2024
Q4 | $2.06M | Buy |
8,208
+60
| +0.7% | +$15K | 1.61% | 3 |
|
|
2024
Q3 | $1.9M | Sell |
8,148
-1,875
| -19% | -$437K | 1.49% | 8 |
|
|
2024
Q2 | $2.11M | Sell |
10,023
-3,369
| -25% | -$710K | 1.79% | 5 |
|
|
2024
Q1 | $2.3M | Buy |
13,392
+2,733
| +26% | +$469K | 1.64% | 7 |
|
|
2023
Q4 | $2.05M | Buy |
10,659
+6,025
| +130% | +$1.16M | 1.54% | 6 |
|
|
2023
Q3 | $793K | Buy |
4,634
+732
| +19% | +$125K | 0.54% | 44 |
|
|
2023
Q2 | $757K | Hold |
3,902
| – | – | 0.51% | 47 |
|
|
2023
Q1 | $643K | Hold |
3,902
| – | – | 0.45% | 66 |
|
|
2022
Q4 | $507K | Hold |
3,902
| – | – | 0.34% | 86 |
|
|
2022
Q3 | $539K | Buy |
+3,902
| New | +$539K | 0.25% | 69 |
|
|
2018
Q1 | – | Sell |
-93,667
| Closed | -$15.9M | – | 9 |
|
|
2017
Q4 | $15.9M | Sell |
93,667
-8,516
| -8% | -$1.44M | 1.73% | 1 |
|
|
2017
Q3 | $15.7M | Sell |
102,183
-18,737
| -15% | -$2.89M | 1.65% | 1 |
|
|
2017
Q2 | $17.4M | Sell |
120,920
-19,407
| -14% | -$2.8M | 1.7% | 1 |
|
|
2017
Q1 | $20.2M | Buy |
140,327
+212
| +0.2% | +$30.5K | 1.78% | 1 |
|
|
2016
Q4 | $16.2M | Buy |
140,115
+116,103
| +484% | +$13.4M | 1.25% | 3 |
|
|
2016
Q3 | $2.72M | Buy |
+24,012
| New | +$2.72M | 0.17% | 181 |
|