VBFG
Vishria Bird Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Sell |
97,940
-7,436
| -7% | -$1.53M | 6.68% | 3 |
|
|
2025
Q1 | $23.4M | Buy |
105,376
+300
| +0.3% | +$66.6K | 7.95% | 2 |
|
|
2024
Q4 | $26.3M | Sell |
105,076
-673
| -0.6% | -$169K | 9.22% | 2 |
|
|
2024
Q3 | $24.6M | Sell |
105,749
-1,549
| -1% | -$361K | 9.34% | 2 |
|
|
2024
Q2 | $22.6M | Sell |
107,298
-138
| -0.1% | -$29.1K | 9.49% | 2 |
|
|
2024
Q1 | $18.4M | Buy |
107,436
+2,182
| +2% | +$374K | 7.89% | 2 |
|
|
2023
Q4 | $20.3M | Sell |
105,254
-3,214
| -3% | -$619K | 9.58% | 2 |
|
|
2023
Q3 | $18.6M | Sell |
108,468
-584
| -0.5% | -$100K | 10.52% | 2 |
|
|
2023
Q2 | $21.2M | Sell |
109,052
-327
| -0.3% | -$63.4K | 12.57% | 1 |
|
|
2023
Q1 | $18M | Sell |
109,379
-1,046
| -0.9% | -$172K | 11.54% | 1 |
|
|
2022
Q4 | $14.3M | Buy |
110,425
+5,469
| +5% | +$711K | 10% | 1 |
|
|
2022
Q3 | $14.5M | Sell |
104,956
-430
| -0.4% | -$59.4K | 9.77% | 1 |
|
|
2022
Q2 | $14.4M | Sell |
105,386
-1,183
| -1% | -$162K | 9.59% | 1 |
|
|
2022
Q1 | $18.6M | Buy |
106,569
+731
| +0.7% | +$128K | 10.28% | 1 |
|
|
2021
Q4 | $18.8M | Buy |
105,838
+1,558
| +1% | +$277K | 8.75% | 1 |
|
|
2021
Q3 | $14.8M | Sell |
104,280
-2,767
| -3% | -$392K | 7.74% | 2 |
|
|
2021
Q2 | $14.7M | Buy |
107,047
+582
| +0.5% | +$79.7K | 7.22% | 2 |
|
|
2021
Q1 | $13M | Buy |
106,465
+462
| +0.4% | +$56.4K | 7.18% | 3 |
|
|
2020
Q4 | $14.1M | Sell |
106,003
-1,329
| -1% | -$176K | 8.01% | 2 |
|
|
2020
Q3 | $12.4M | Buy |
107,332
+74,491
| +227% | +$8.63M | 7.82% | 3 |
|
|
2020
Q2 | $12M | Sell |
32,841
-81
| -0.2% | -$29.5K | 9.37% | 2 |
|
|
2020
Q1 | $8.37M | Buy |
32,922
+413
| +1% | +$105K | 8.77% | 1 |
|
|
2019
Q4 | $9.55M | Buy |
+32,509
| New | +$9.55M | 9.26% | 1 |
|
|
2019
Q3 | – | Sell |
-37,368
| Closed | -$7.4M | – | 49 |
|
|
2019
Q2 | $7.4M | Buy |
37,368
+1,807
| +5% | +$358K | 7.38% | 3 |
|
|
2019
Q1 | $6.76M | Sell |
35,561
-668
| -2% | -$127K | 6.83% | 3 |
|
|
2018
Q4 | $5.72M | Buy |
36,229
+350
| +1% | +$55.2K | 6.32% | 5 |
|
|
2018
Q3 | $8.1M | Sell |
35,879
-376
| -1% | -$84.9K | 6.95% | 6 |
|
|
2018
Q2 | $6.71M | Buy |
+36,255
| New | +$6.71M | 6.22% | 7 |
|