VAG
VisionPoint Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Buy |
28,126
+11,788
| +72% | +$2.42M | 1.26% | 17 |
|
|
2025
Q1 | $3.63M | Sell |
16,338
-7
| -0% | -$1.56K | 1.24% | 19 |
|
|
2024
Q4 | $3.99M | Buy |
16,345
+407
| +3% | +$99.2K | 1.36% | 15 |
|
|
2024
Q3 | $3.71M | Sell |
15,938
-1,798
| -10% | -$419K | 1.25% | 15 |
|
|
2024
Q2 | $3.74M | Buy |
17,736
+2,744
| +18% | +$578K | 1.33% | 16 |
|
|
2024
Q1 | $2.57M | Buy |
14,992
+4,063
| +37% | +$697K | 0.93% | 27 |
|
|
2023
Q4 | $2.1M | Sell |
10,929
-1,588
| -13% | -$306K | 0.78% | 33 |
|
|
2023
Q3 | $2.14M | Buy |
12,517
+6,923
| +124% | +$1.19M | 0.92% | 24 |
|
|
2023
Q2 | $1.08M | Sell |
5,594
-2,742
| -33% | -$532K | 0.44% | 64 |
|
|
2023
Q1 | $1.38M | Sell |
8,336
-5,365
| -39% | -$889K | 0.61% | 46 |
|
|
2022
Q4 | $2.11M | Sell |
13,701
-4,063
| -23% | -$625K | 0.87% | 32 |
|
|
2022
Q3 | $2.46M | Sell |
17,764
-862
| -5% | -$119K | 1.18% | 25 |
|
|
2022
Q2 | $3.14M | Sell |
18,626
-1,863
| -9% | -$314K | 1.24% | 32 |
|
|
2022
Q1 | $2.92M | Sell |
20,489
-3,863
| -16% | -$551K | 1.35% | 27 |
|
|
2021
Q4 | $4.2M | Buy |
24,352
+216
| +0.9% | +$37.2K | 1.84% | 21 |
|
|
2021
Q3 | $3.65M | Sell |
24,136
-279
| -1% | -$42.2K | 1.63% | 22 |
|
|
2021
Q2 | $3.34M | Sell |
24,415
-20,030
| -45% | -$2.74M | 1.49% | 26 |
|
|
2021
Q1 | $5.43M | Buy |
44,445
+2,325
| +6% | +$284K | 2.6% | 5 |
|
|
2020
Q4 | $5.59M | Buy |
42,120
+6,013
| +17% | +$798K | 2.82% | 5 |
|
|
2020
Q3 | $4.18M | Buy |
36,107
+28,926
| +403% | +$3.35M | 1.81% | 7 |
|
|
2020
Q2 | $2.66M | Sell |
7,181
-6,388
| -47% | -$2.37M | 1.08% | 21 |
|
|
2020
Q1 | $3.45M | Buy |
13,569
+810
| +6% | +$206K | 1.62% | 8 |
|
|
2019
Q4 | $3.75M | Sell |
12,759
-8,155
| -39% | -$2.39M | 1.56% | 10 |
|
|
2019
Q3 | $4.75M | Sell |
20,914
-681
| -3% | -$155K | 1.3% | 8 |
|
|
2019
Q2 | $4.27M | Buy |
+21,595
| New | +$4.27M | 1.23% | 8 |
|
|
2019
Q1 | – | Sell |
-21,326
| Closed | -$3.36M | – | 127 |
|
|
2018
Q4 | $3.36M | Buy |
+21,326
| New | +$3.36M | 1.09% | 13 |
|