AIA
AIMZ Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
85,779
-441
| -0.5% | -$90.5K | 5.89% | 2 |
|
|
2025
Q1 | $19.2M | Sell |
86,220
-124
| -0.1% | -$27.5K | 6.69% | 1 |
|
|
2024
Q4 | $21.6M | Sell |
86,344
-1,888
| -2% | -$473K | 7.51% | 1 |
|
|
2024
Q3 | $20.6M | Sell |
88,232
-388
| -0.4% | -$90.4K | 7.02% | 1 |
|
|
2024
Q2 | $18.7M | Sell |
88,620
-2,329
| -3% | -$491K | 6.69% | 1 |
|
|
2024
Q1 | $15.6M | Sell |
90,949
-2,149
| -2% | -$369K | 5.82% | 1 |
|
|
2023
Q4 | $17.9M | Sell |
93,098
-1,930
| -2% | -$372K | 7.26% | 1 |
|
|
2023
Q3 | $16.3M | Sell |
95,028
-153
| -0.2% | -$26.2K | 7.24% | 1 |
|
|
2023
Q2 | $18.5M | Sell |
95,181
-7,823
| -8% | -$1.52M | 7.93% | 1 |
|
|
2023
Q1 | $17M | Sell |
103,004
-1,003
| -1% | -$165K | 7.61% | 1 |
|
|
2022
Q4 | $13.5M | Buy |
104,007
+4,852
| +5% | +$630K | 6.38% | 1 |
|
|
2022
Q3 | $13.7M | Sell |
99,155
-338
| -0.3% | -$46.7K | 6.93% | 1 |
|
|
2022
Q2 | $13.6M | Sell |
99,493
-288
| -0.3% | -$39.4K | 6.52% | 1 |
|
|
2022
Q1 | $17.4M | Sell |
99,781
-3,012
| -3% | -$526K | 7.16% | 1 |
|
|
2021
Q4 | $18.3M | Buy |
102,793
+121
| +0.1% | +$21.5K | 7.1% | 1 |
|
|
2021
Q3 | $14.5M | Sell |
102,672
-483
| -0.5% | -$68.3K | 6.56% | 1 |
|
|
2021
Q2 | $14.1M | Sell |
103,155
-162
| -0.2% | -$22.2K | 6.33% | 1 |
|
|
2021
Q1 | $12.6M | Sell |
103,317
-277
| -0.3% | -$33.8K | 6.18% | 1 |
|
|
2020
Q4 | $13.7M | Buy |
103,594
+2,343
| +2% | +$311K | 7.2% | 1 |
|
|
2020
Q3 | $11.7M | Buy |
101,251
+75,004
| +286% | +$8.69M | 7.02% | 1 |
|
|
2020
Q2 | $9.58M | Sell |
26,247
-84
| -0.3% | -$30.6K | 6.21% | 1 |
|
|
2020
Q1 | $6.7M | Sell |
26,331
-1,494
| -5% | -$380K | 5.2% | 1 |
|
|
2019
Q4 | $8.17M | Sell |
27,825
-629
| -2% | -$185K | 5.29% | 1 |
|
|
2019
Q3 | $6.37M | Sell |
28,454
-128
| -0.4% | -$28.7K | 4.39% | 1 |
|
|
2019
Q2 | $5.66M | Buy |
28,582
+1
| +0% | +$198 | 3.9% | 1 |
|
|
2019
Q1 | $5.43M | Buy |
28,581
+118
| +0.4% | +$22.4K | 3.73% | 1 |
|
|
2018
Q4 | $4.49M | Sell |
28,463
-488
| -2% | -$77K | 3.47% | 1 |
|
|
2018
Q3 | $6.54M | Sell |
28,951
-224
| -0.8% | -$50.6K | 4.21% | 1 |
|
|
2018
Q2 | $5.4M | Sell |
29,175
-518
| -2% | -$95.9K | 3.83% | 2 |
|
|
2018
Q1 | $4.98M | Sell |
29,693
-24
| -0.1% | -$4.03K | 3.62% | 1 |
|
|
2017
Q4 | $5.03M | Sell |
29,717
-224
| -0.7% | -$37.9K | 3.78% | 1 |
|
|
2017
Q3 | $4.61M | Sell |
29,941
-271
| -0.9% | -$41.8K | 3.78% | 1 |
|
|
2017
Q2 | $4.35M | Sell |
30,212
-773
| -2% | -$111K | 3.66% | 1 |
|
|
2017
Q1 | $4.45M | Sell |
30,985
-363
| -1% | -$52.1K | 3.75% | 1 |
|
|
2016
Q4 | $3.63M | Sell |
31,348
-159
| -0.5% | -$18.4K | 3.25% | 4 |
|
|
2016
Q3 | $3.56M | Buy |
31,507
+992
| +3% | +$112K | 3.19% | 4 |
|
|
2016
Q2 | $2.92M | Sell |
30,515
-30,442
| -50% | -$2.91M | 2.68% | 6 |
|
|
2016
Q1 | $7.11M | Buy |
60,957
+30,592
| +101% | +$3.57M | 3.13% | 3 |
|
|
2015
Q4 | $3.2M | Sell |
30,365
-68
| -0.2% | -$7.16K | 2.91% | 6 |
|
|
2015
Q3 | $3.36M | Sell |
30,433
-13
| -0% | -$1.43K | 3.08% | 4 |
|
|
2015
Q2 | $3.82M | Buy |
30,446
+56
| +0.2% | +$7.02K | 3.32% | 2 |
|
|
2015
Q1 | $3.78M | Buy |
30,390
+497
| +2% | +$61.8K | 3.24% | 5 |
|
|
2014
Q4 | $3.3M | Buy |
+29,893
| New | +$3.3M | 2.94% | 7 |
|