Voisard Asset Management Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
9,403
+545
+6% +$112K 0.5% 24
2025
Q1
$1.97M Buy
8,858
+265
+3% +$58.9K 0.58% 23
2024
Q4
$2.15M Sell
8,593
-66
-0.8% -$16.5K 0.72% 22
2024
Q3
$2.02M Buy
8,659
+835
+11% +$195K 0.84% 13
2024
Q2
$1.65M Buy
7,824
+376
+5% +$79.2K 0.81% 13
2024
Q1
$1.28M Sell
7,448
-402
-5% -$68.9K 0.72% 13
2023
Q4
$1.51M Buy
+7,850
New +$1.51M 0.91% 11