Vista Wealth Management Group, LLC Apple Inc. Transaction History

Vista Wealth Management Group, LLC

$1.27 Billion
Q1 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 91,483 shares of AAPL stock, worth $20.2 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

91,483

Previous 99,653 8.2%

Holding current value

$20.2 Million

Previous $19.2 Million 18.24%

% of portfolio

1.23%

Previous 1.69%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$169.0 - $195.18 $1.38 Million - $1.59 Million	-8,170 Reduced 8.2%	91,483 $15.7 Million
Q4 2023 Feb 12, 2024	BUY	$166.89 - $198.11 $460,783 - $546,981	2,761 Added 2.85%	99,653 $19.2 Million
Q3 2023 Nov 14, 2023	BUY	$170.43 - $196.45 $1.29 Million - $1.49 Million	7,576 Added 8.48%	96,892 $16.6 Million
Q2 2023 Aug 02, 2023	BUY	$160.1 - $193.97 $4.46 Million - $5.4 Million	27,839 Added 45.28%	89,316 $17.3 Million
Q1 2023 May 04, 2023	SELL	$125.02 - $164.9 $417,316 - $550,436	-3,338 Reduced 5.15%	61,477 $10.1 Million

Q4 2022 Feb 07, 2023	BUY	$126.04 - $155.74 $3.48 Million - $4.29 Million	27,578 Added 74.06%	64,815 $8.42 Million
Q3 2022 Oct 25, 2022	BUY	$138.2 - $174.55 $23,632 - $29,848	171 Added 0.46%	37,237 $5.57 Million
Q2 2022 Jul 14, 2022	SELL	$130.06 - $178.44 $121,476 - $166,662	-934 Reduced 2.46%	37,066 $5.39 Million
Q1 2022 May 04, 2022	BUY	$150.62 - $182.01 $935,651 - $1.13 Million	6,212 Added 19.54%	38,000 $6.64 Million
Q4 2021 Jan 19, 2022	SELL	$139.14 - $180.33 $141,783 - $183,756	-1,019 Reduced 3.11%	31,788 $5.65 Million
Q3 2021 Nov 02, 2021	BUY	$137.27 - $156.69 $114,757 - $130,992	836 Added 2.61%	32,807 $4.64 Million
Q2 2021 Jul 27, 2021	BUY	$122.77 - $136.96 $463,579 - $517,160	3,776 Added 13.39%	31,971 $4.38 Million
Q1 2021 Apr 26, 2021	BUY	$116.36 - $143.16 $2.02 Million - $2.49 Million	17,395 Added 161.06%	28,195 $3.44 Million
Q4 2020 Jan 25, 2021	SELL	$108.77 - $136.69 $1.7 Million - $2.13 Million	-15,611 Reduced 59.11%	10,800 $1.43 Million
Q3 2020 Oct 26, 2020	BUY	$91.03 - $134.18 $1.93 Million - $2.85 Million	21,211 Added 407.9%	26,411 $3.06 Million
Q2 2020 Jul 14, 2020	SELL	$60.23 - $91.63 $36,499 - $55,527	-606 Reduced 10.44%	5,200 $1.9 Million
Q1 2020 May 01, 2020	SELL	$56.09 - $81.8 $5,104 - $7,443	-91 Reduced 1.54%	5,806 $1.48 Million
Q4 2019 Feb 03, 2020	BUY	$54.74 - $73.41 $322,801 - $432,898	5,897 New	5,897 $1.73 Million

Others Institutions Holding AAPL

# of Institutions

5,487

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.54T
Description
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...

More about AAPL

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Vista Wealth Management Group, LLC Apple Inc. Transaction History