Vista Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.43M | Buy |
45,938
+8,727
| +23% | +$1.79M | 1.03% | 8 |
|
2025
Q1 | $8.27M | Sell |
37,211
-478
| -1% | -$106K | 1% | 8 |
|
2024
Q4 | $9.44M | Buy |
37,689
+551
| +1% | +$138K | 1.1% | 8 |
|
2024
Q3 | $8.65M | Buy |
37,138
+262
| +0.7% | +$61K | 1% | 8 |
|
2024
Q2 | $7.77M | Buy |
36,876
+1,027
| +3% | +$216K | 0.96% | 8 |
|
2024
Q1 | $6.15M | Buy |
35,849
+259
| +0.7% | +$44.4K | 0.77% | 9 |
|
2023
Q4 | $6.85M | Buy |
35,590
+399
| +1% | +$76.8K | 0.91% | 8 |
|
2023
Q3 | $6.02M | Sell |
35,191
-2,406
| -6% | -$412K | 0.9% | 8 |
|
2023
Q2 | $7.29M | Sell |
37,597
-1,024
| -3% | -$199K | 1.01% | 8 |
|
2023
Q1 | $6.37M | Buy |
38,621
+5,793
| +18% | +$955K | 0.94% | 8 |
|
2022
Q4 | $4.27M | Buy |
32,828
+1,100
| +3% | +$143K | 0.66% | 9 |
|
2022
Q3 | $4.39M | Buy |
31,728
+1,218
| +4% | +$168K | 0.75% | 8 |
|
2022
Q2 | $4.17M | Buy |
30,510
+119
| +0.4% | +$16.3K | 0.68% | 8 |
|
2022
Q1 | $5.31M | Buy |
30,391
+10,683
| +54% | +$1.87M | 0.69% | 9 |
|
2021
Q4 | $3.5M | Buy |
19,708
+1,982
| +11% | +$352K | 0.44% | 10 |
|
2021
Q3 | $2.51M | Buy |
17,726
+3,358
| +23% | +$475K | 0.36% | 11 |
|
2021
Q2 | $1.97M | Sell |
14,368
-3,031
| -17% | -$415K | 0.28% | 11 |
|
2021
Q1 | $2.13M | Buy |
17,399
+1,622
| +10% | +$198K | 0.33% | 10 |
|
2020
Q4 | $2.09M | Buy |
15,777
+1,281
| +9% | +$170K | 0.35% | 10 |
|
2020
Q3 | $1.68M | Sell |
14,496
-388
| -3% | -$44.9K | 0.3% | 10 |
|
2020
Q2 | $1.36M | Buy |
14,884
+584
| +4% | +$53.2K | 0.26% | 12 |
|
2020
Q1 | $909K | Buy |
14,300
+1,144
| +9% | +$72.7K | 0.22% | 15 |
|
2019
Q4 | $965K | Sell |
13,156
-268
| -2% | -$19.7K | 0.18% | 19 |
|
2019
Q3 | $752K | Sell |
13,424
-1,152
| -8% | -$64.5K | 0.15% | 30 |
|
2019
Q2 | $721K | Sell |
14,576
-112
| -0.8% | -$5.54K | 0.14% | 32 |
|
2019
Q1 | $697K | Buy |
14,688
+508
| +4% | +$24.1K | 0.14% | 26 |
|
2018
Q4 | $559K | Sell |
14,180
-576
| -4% | -$22.7K | 0.13% | 26 |
|
2018
Q3 | $833K | Buy |
14,756
+728
| +5% | +$41.1K | 0.17% | 19 |
|
2018
Q2 | $649K | Buy |
14,028
+468
| +3% | +$21.7K | 0.14% | 25 |
|
2018
Q1 | $569K | Sell |
13,560
-1,584
| -10% | -$66.5K | 0.13% | 28 |
|
2017
Q4 | $608K | Buy |
15,144
+2,120
| +16% | +$85.1K | 0.14% | 24 |
|
2017
Q3 | $502K | Buy |
13,024
+4
| +0% | +$154 | 0.12% | 27 |
|
2017
Q2 | $469K | Sell |
13,020
-2,780
| -18% | -$100K | 0.12% | 27 |
|
2017
Q1 | $567K | Sell |
15,800
-2,548
| -14% | -$91.4K | 0.15% | 22 |
|
2016
Q4 | $531K | Sell |
18,348
-304
| -2% | -$8.8K | 0.14% | 25 |
|
2016
Q3 | $527K | Buy |
+18,652
| New | +$527K | 0.15% | 20 |
|
2015
Q2 | – | Sell |
-7,112
| Closed | -$221K | – | 45 |
|
2015
Q1 | $221K | Buy |
+7,112
| New | +$221K | 0.07% | 43 |
|