Visionary Horizons’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $641K | Sell |
3,125
-149
| -5% | -$30.6K | 0.41% | 51 |
|
2025
Q1 | $727K | Sell |
3,274
-2,479
| -43% | -$551K | 0.51% | 33 |
|
2024
Q4 | $1.44M | Buy |
5,753
+628
| +12% | +$157K | 0.95% | 14 |
|
2024
Q3 | $1.19M | Buy |
5,125
+196
| +4% | +$45.7K | 0.8% | 16 |
|
2024
Q2 | $1.04M | Buy |
4,929
+149
| +3% | +$31.4K | 0.76% | 17 |
|
2024
Q1 | $844K | Buy |
4,780
+66
| +1% | +$11.7K | 0.66% | 22 |
|
2023
Q4 | $908K | Buy |
+4,714
| New | +$908K | 0.74% | 15 |
|