VIM
Vista Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
10,591
-340
| -3% | -$69.8K | 0.81% | 36 |
|
|
2025
Q1 | $2.43M | Sell |
10,931
-254
| -2% | -$56.4K | 0.95% | 28 |
|
|
2024
Q4 | $2.8M | Sell |
11,185
-294
| -3% | -$73.6K | 1.06% | 26 |
|
|
2024
Q3 | $2.67M | Buy |
11,479
+434
| +4% | +$101K | 1.01% | 29 |
|
|
2024
Q2 | $2.33M | Sell |
11,045
-331
| -3% | -$69.7K | 0.94% | 32 |
|
|
2024
Q1 | $1.95M | Sell |
11,376
-223
| -2% | -$38.2K | 0.79% | 39 |
|
|
2023
Q4 | $2.23M | Buy |
11,599
+3,299
| +40% | +$635K | 1.04% | 26 |
|
|
2023
Q3 | $1.42M | Sell |
8,300
-107
| -1% | -$18.3K | 0.75% | 44 |
|
|
2023
Q2 | $1.63M | Sell |
8,407
-169
| -2% | -$32.8K | 0.83% | 39 |
|
|
2023
Q1 | $1.41M | Sell |
8,576
-426
| -5% | -$70.2K | 0.75% | 44 |
|
|
2022
Q4 | $1.17M | Buy |
9,002
+141
| +2% | +$18.3K | 0.67% | 52 |
|
|
2022
Q3 | $1.23M | Sell |
8,861
-24
| -0.3% | -$3.32K | 0.75% | 38 |
|
|
2022
Q2 | $1.22M | Sell |
8,885
-71
| -0.8% | -$9.71K | 0.73% | 42 |
|
|
2022
Q1 | $1.56M | Sell |
8,956
-11
| -0.1% | -$1.92K | 0.86% | 35 |
|
|
2021
Q4 | $1.59M | Sell |
8,967
-321
| -3% | -$57K | 0.86% | 34 |
|
|
2021
Q3 | $1.31M | Sell |
9,288
-8,550
| -48% | -$1.21M | 0.77% | 43 |
|
|
2021
Q2 | $2.44M | Buy |
17,838
+353
| +2% | +$48.3K | 1.44% | 15 |
|
|
2021
Q1 | $2.14M | Buy |
17,485
+424
| +2% | +$51.8K | 1.33% | 21 |
|
|
2020
Q4 | $2.26M | Sell |
17,061
-743
| -4% | -$98.6K | 1.52% | 17 |
|
|
2020
Q3 | $2.06M | Buy |
17,804
+13,377
| +302% | +$1.55M | 1.57% | 17 |
|
|
2020
Q2 | $1.62M | Sell |
4,427
-14
| -0.3% | -$5.11K | 1.39% | 20 |
|
|
2020
Q1 | $1.13M | Sell |
4,441
-212
| -5% | -$53.9K | 1.15% | 26 |
|
|
2019
Q4 | $1.37M | Sell |
4,653
-59
| -1% | -$17.3K | 1.03% | 33 |
|
|
2019
Q3 | $1.06M | Buy |
4,712
+174
| +4% | +$39K | 0.87% | 39 |
|
|
2019
Q2 | $898K | Hold |
4,538
| – | – | 0.76% | 43 |
|
|
2019
Q1 | $862K | Buy |
4,538
+91
| +2% | +$17.3K | 0.76% | 44 |
|
|
2018
Q4 | $702K | Sell |
4,447
-280
| -6% | -$44.2K | 0.72% | 50 |
|
|
2018
Q3 | $1.07M | Sell |
4,727
-221
| -4% | -$49.9K | 0.94% | 38 |
|
|
2018
Q2 | $916K | Hold |
4,948
| – | – | 0.89% | 40 |
|
|
2018
Q1 | $830K | Buy |
4,948
+280
| +6% | +$47K | 0.87% | 38 |
|
|
2017
Q4 | $790K | Buy |
+4,668
| New | +$790K | 0.83% | 46 |
|