AIFAIM
American Institute for Advanced Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
22,562
-50
| -0.2% | -$10.3K | 3.27% | 5 |
|
|
2025
Q1 | $5.02M | Buy |
22,612
+584
| +3% | +$130K | 3.83% | 4 |
|
|
2024
Q4 | $5.52M | Sell |
22,028
-2,330
| -10% | -$583K | 4.11% | 4 |
|
|
2024
Q3 | $5.68M | Sell |
24,358
-1,439
| -6% | -$335K | 4.06% | 4 |
|
|
2024
Q2 | $5.43M | Sell |
25,797
-170
| -0.7% | -$35.8K | 4.16% | 4 |
|
|
2024
Q1 | $4.45M | Sell |
25,967
-1,512
| -6% | -$259K | 3.52% | 4 |
|
|
2023
Q4 | $5.29M | Sell |
27,479
-172
| -0.6% | -$33.1K | 4.67% | 4 |
|
|
2023
Q3 | $5.04M | Sell |
27,651
-2,831
| -9% | -$516K | 4.67% | 3 |
|
|
2023
Q2 | $5.91M | Buy |
30,482
+2,641
| +9% | +$512K | 5.17% | 2 |
|
|
2023
Q1 | $4.24M | Sell |
27,841
-4,259
| -13% | -$648K | 4.52% | 4 |
|
|
2022
Q4 | $4.17M | Buy |
32,100
+1,175
| +4% | +$153K | 3.81% | 5 |
|
|
2022
Q3 | $4.27M | Hold |
30,925
| – | – | 3.99% | 5 |
|
|
2022
Q2 | $4.23M | Sell |
30,925
-375
| -1% | -$51.3K | 3.7% | 5 |
|
|
2022
Q1 | $5.47M | Sell |
31,300
-1,135
| -3% | -$198K | 3.97% | 4 |
|
|
2021
Q4 | $5.76M | Sell |
32,435
-570
| -2% | -$101K | 3.88% | 3 |
|
|
2021
Q3 | $4.67M | Sell |
33,005
-313
| -0.9% | -$44.3K | 3.31% | 5 |
|
|
2021
Q2 | $4.56M | Buy |
33,318
+1,389
| +4% | +$190K | 3.22% | 6 |
|
|
2021
Q1 | $3.9M | Sell |
31,929
-733
| -2% | -$89.5K | 2.98% | 6 |
|
|
2020
Q4 | $4.33M | Buy |
32,662
+60
| +0.2% | +$7.96K | 3.48% | 4 |
|
|
2020
Q3 | $3.78M | Buy |
32,602
+24,169
| +287% | +$2.8M | 3.39% | 4 |
|
|
2020
Q2 | $3.08M | Hold |
8,433
| – | – | 2.9% | 5 |
|
|
2020
Q1 | $2.14M | Buy |
8,433
+465
| +6% | +$118K | 2.33% | 12 |
|
|
2019
Q4 | $2.34M | Buy |
+7,968
| New | +$2.34M | 2.26% | 12 |
|