VWA
Visionary Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.4M | Buy |
406,726
+189,178
| +87% | +$38.8M | 4.26% | 1 |
|
|
2025
Q1 | $48.3M | Buy |
217,548
+726
| +0.3% | +$161K | 2.9% | 2 |
|
|
2024
Q4 | $54.3M | Sell |
216,822
-1,704
| -0.8% | -$427K | 3.18% | 1 |
|
|
2024
Q3 | $50.9M | Sell |
218,526
-3,710
| -2% | -$864K | 3.1% | 2 |
|
|
2024
Q2 | $46.8M | Buy |
222,236
+16,073
| +8% | +$3.39M | 3.06% | 2 |
|
|
2024
Q1 | $35.4M | Sell |
206,163
-517
| -0.3% | -$88.7K | 2.39% | 4 |
|
|
2023
Q4 | $39.8M | Sell |
206,680
-3
| -0% | -$578 | 2.92% | 2 |
|
|
2023
Q3 | $35.4M | Sell |
206,683
-4,313
| -2% | -$738K | 2.87% | 3 |
|
|
2023
Q2 | $40.9M | Sell |
210,996
-3,601
| -2% | -$698K | 3.28% | 2 |
|
|
2023
Q1 | $35.4M | Buy |
214,597
+2,889
| +1% | +$476K | 3% | 3 |
|
|
2022
Q4 | $27.5M | Buy |
211,708
+1,254
| +0.6% | +$163K | 2.54% | 3 |
|
|
2022
Q3 | $29.1M | Sell |
210,454
-294
| -0.1% | -$40.6K | 3.02% | 3 |
|
|
2022
Q2 | $28.8M | Buy |
210,748
+20,380
| +11% | +$2.79M | 2.59% | 4 |
|
|
2022
Q1 | $33.2M | Buy |
190,368
+2,762
| +1% | +$482K | 2.67% | 4 |
|
|
2021
Q4 | $33.3M | Buy |
+187,606
| New | +$33.3M | 2.73% | 5 |
|
|
2021
Q3 | – | Sell |
-184,673
| Closed | -$25.3M | – | 312 |
|
|
2021
Q2 | $25.3M | Buy |
184,673
+1,746
| +1% | +$239K | 2.54% | 6 |
|
|
2021
Q1 | $22.3M | Sell |
182,927
-3,467
| -2% | -$424K | 2.35% | 6 |
|
|
2020
Q4 | $24.7M | Buy |
+186,394
| New | +$24.7M | 2.77% | 5 |
|
|
2020
Q3 | – | Sell |
-51,809
| Closed | -$18.9M | – | 252 |
|
|
2020
Q2 | $18.9M | Buy |
51,809
+1,904
| +4% | +$695K | 2.88% | 6 |
|
|
2020
Q1 | $12.7M | Buy |
49,905
+2,992
| +6% | +$761K | 2.39% | 7 |
|
|
2019
Q4 | $13.8M | Buy |
+46,913
| New | +$13.8M | 2.47% | 7 |
|