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 |
|