VT
Vise Technologies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.7M | Buy |
+339,870
| New | +$69.7M | 2.88% | 3 |
|
|
2024
Q4 | $40.4M | Buy |
161,375
+77,003
| +91% | +$19.3M | 3.37% | 1 |
|
|
2024
Q3 | $19.7M | Buy |
84,372
+27,244
| +48% | +$6.35M | 2.5% | 3 |
|
|
2024
Q2 | $12M | Buy |
57,128
+5,551
| +11% | +$1.17M | 2.11% | 8 |
|
|
2024
Q1 | $8.84M | Buy |
51,577
+4,748
| +10% | +$814K | 1.74% | 12 |
|
|
2023
Q4 | $9.02M | Buy |
46,829
+1,212
| +3% | +$233K | 1.94% | 7 |
|
|
2023
Q3 | $7.81M | Buy |
45,617
+3,539
| +8% | +$606K | 1.92% | 9 |
|
|
2023
Q2 | $8.16M | Sell |
42,078
-1,790
| -4% | -$347K | 1.98% | 9 |
|
|
2023
Q1 | $7.23M | Buy |
43,868
+8,898
| +25% | +$1.47M | 1.91% | 9 |
|
|
2022
Q4 | $4.54M | Buy |
34,970
+4,234
| +14% | +$550K | 1.42% | 13 |
|
|
2022
Q3 | $4.25M | Buy |
30,736
+7,130
| +30% | +$985K | 1.6% | 13 |
|
|
2022
Q2 | $3.23M | Buy |
23,606
+1,987
| +9% | +$272K | 1.25% | 17 |
|
|
2022
Q1 | $3.78M | Buy |
21,619
+9,554
| +79% | +$1.67M | 1.42% | 12 |
|
|
2021
Q4 | $2.14M | Buy |
+12,065
| New | +$2.14M | 0.58% | 43 |
|