Vista Finance’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Hold |
5,761
| – | – | 1.02% | 14 |
|
2025
Q1 | $1.28M | Hold |
5,761
| – | – | 1.11% | 17 |
|
2024
Q4 | $1.44M | Sell |
5,761
-39
| -0.7% | -$9.77K | 1.48% | 16 |
|
2024
Q3 | $1.35M | Buy |
5,800
+28
| +0.5% | +$6.52K | 1.83% | 13 |
|
2024
Q2 | $1.22M | Buy |
5,772
+130
| +2% | +$27.4K | 1.86% | 13 |
|
2024
Q1 | $967K | Buy |
5,642
+353
| +7% | +$60.5K | 2.41% | 15 |
|
2023
Q4 | $1.02M | Buy |
5,289
+33
| +0.6% | +$6.35K | 2.16% | 13 |
|
2023
Q3 | $900K | Sell |
5,256
-282
| -5% | -$48.3K | 1.31% | 17 |
|
2023
Q2 | $1.07M | Buy |
5,538
+117
| +2% | +$22.7K | 1.68% | 14 |
|
2023
Q1 | $894K | Buy |
5,421
+1,541
| +40% | +$254K | 1.27% | 15 |
|
2022
Q4 | $504K | Sell |
3,880
-3,412
| -47% | -$443K | 0.71% | 17 |
|
2022
Q3 | $1.01M | Sell |
7,292
-4,902
| -40% | -$678K | 1.23% | 15 |
|
2022
Q2 | $1.67M | Sell |
12,194
-2,208
| -15% | -$302K | 2.18% | 12 |
|
2022
Q1 | $2.52M | Buy |
14,402
+3,051
| +27% | +$533K | 3.73% | 8 |
|
2021
Q4 | $2.02M | Buy |
+11,351
| New | +$2.02M | 2.08% | 11 |
|