Vivid Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
13,222
-219
| -2% | -$44.9K | 1.19% | 34 |
|
|
2025
Q1 | $2.99M | Sell |
13,441
-469
| -3% | -$104K | 1.49% | 14 |
|
|
2024
Q4 | $3.48M | Buy |
13,910
+77
| +0.6% | +$19.3K | 1.76% | 13 |
|
|
2024
Q3 | $3.22M | Sell |
13,833
-1,224
| -8% | -$285K | 1.68% | 13 |
|
|
2024
Q2 | $3.17M | Sell |
15,057
-6,923
| -31% | -$1.46M | 1.78% | 16 |
|
|
2024
Q1 | $3.77M | Sell |
21,980
-9
| -0% | -$1.54K | 2.36% | 17 |
|
|
2023
Q4 | $4.23M | Buy |
+21,989
| New | +$4.23M | 2.88% | 9 |
|