VitalStone Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.77M | Sell |
7,611
-584
| -7% | -$136K | 1.21% | 20 |
|
|
2024
Q2 | $1.73M | Buy |
8,195
+2,708
| +49% | +$570K | 1.25% | 18 |
|
|
2024
Q1 | $941K | Buy |
5,487
+851
| +18% | +$146K | 0.72% | 31 |
|
|
2023
Q4 | $893K | Buy |
4,636
+464
| +11% | +$89.4K | 0.71% | 26 |
|
|
2023
Q3 | $778K | Buy |
4,172
+422
| +11% | +$78.7K | 0.66% | 29 |
|
|
2023
Q2 | $610K | Buy |
3,750
+1,067
| +40% | +$174K | 0.34% | 44 |
|
|
2023
Q1 | $480K | Sell |
2,683
-331
| -11% | -$59.2K | 0.4% | 49 |
|
|
2022
Q4 | $388K | Buy |
+3,014
| New | +$388K | 0.26% | 36 |
|