VitalStone Financial’s Apple AAPL Stock Holding History

VitalStone Financial’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.77M	Sell	7,611 -584	-7%	-$130K	1.21%	20
2024 Q2	$1.73M	Buy	8,195 +2,708	+49%	+$505K	1.25%	18
2024 Q1	$941K	Buy	5,487 +851	+18%	+$155K	0.72%	31
2023 Q4	$893K	Buy	4,636 +464	+11%	+$85.7K	0.71%	26
2023 Q3	$778K	Buy	4,172 +422	+11%	+$77.4K	0.66%	29
2023 Q2	$610K	Buy	3,750 +1,067	+40%	+$186K	0.34%	44
2023 Q1	$480K	Sell	2,683 -331	-11%	-$48.8K	0.4%	49
2022 Q4	$388K	Buy	+3,014	New	+$431K	0.26%	36

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VitalStone Financial's AAPL Position: Q3 2024 in Review

VitalStone Financial reduced its Apple (AAPL) stake by 7.1% in Q3 2024, selling an estimated $130K and leaving 7,611 shares worth $1.77M. The position accounts for 1.21% of the portfolio, ranked #20.

VitalStone Financial first reported a position in AAPL in Q4 2022 and has held it in 8 quarters since. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

VitalStone Financial held 7,611 shares of Apple worth $1.77M as of Q3 2024.
VitalStone Financial sold 584 Apple shares in Q3 2024, an estimated $130K.
Apple made up 1.21% of VitalStone Financial's portfolio in Q3 2024, its #20 holding.
VitalStone Financial first reported a position in Apple in Q4 2022 and has held it in 8 quarters since.
5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.