IAG Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
7,094
+222
| +3% | +$45.6K | 0.19% | 58 |
|
|
2025
Q1 | $1.53M | Sell |
6,872
-4
| -0.1% | -$888 | 0.24% | 51 |
|
|
2024
Q4 | $1.72M | Buy |
6,876
+190
| +3% | +$47.6K | 0.3% | 46 |
|
|
2024
Q3 | $1.56M | Buy |
6,686
+57
| +0.9% | +$13.3K | 0.29% | 48 |
|
|
2024
Q2 | $1.4M | Buy |
6,629
+87
| +1% | +$18.3K | 0.28% | 44 |
|
|
2024
Q1 | $1.12M | Buy |
6,542
+337
| +5% | +$57.8K | 0.24% | 49 |
|
|
2023
Q4 | $1.19M | Sell |
6,205
-72
| -1% | -$13.9K | 0.27% | 45 |
|
|
2023
Q3 | $1.07M | Buy |
6,277
+155
| +3% | +$26.5K | 0.3% | 39 |
|
|
2023
Q2 | $1.19M | Sell |
6,122
-718
| -10% | -$139K | 0.31% | 40 |
|
|
2023
Q1 | $1.13M | Buy |
6,840
+1,001
| +17% | +$165K | 0.31% | 40 |
|
|
2022
Q4 | $759K | Sell |
5,839
-104
| -2% | -$13.5K | 0.22% | 45 |
|
|
2022
Q3 | $821K | Buy |
5,943
+715
| +14% | +$98.8K | 0.27% | 44 |
|
|
2022
Q2 | $715K | Sell |
5,228
-5
| -0.1% | -$684 | 0.23% | 42 |
|
|
2022
Q1 | $914K | Buy |
5,233
+513
| +11% | +$89.6K | 0.29% | 40 |
|
|
2021
Q4 | $838K | Sell |
4,720
-53
| -1% | -$9.41K | 0.27% | 36 |
|
|
2021
Q3 | $676K | Sell |
4,773
-860
| -15% | -$122K | 0.24% | 36 |
|
|
2021
Q2 | $772K | Sell |
5,633
-27
| -0.5% | -$3.7K | 0.28% | 34 |
|
|
2021
Q1 | $692K | Buy |
5,660
+41
| +0.7% | +$5.01K | 0.26% | 34 |
|
|
2020
Q4 | $746K | Buy |
5,619
+811
| +17% | +$108K | 0.3% | 34 |
|
|
2020
Q3 | $557K | Buy |
4,808
+236
| +5% | +$27.3K | 0.26% | 34 |
|
|
2020
Q2 | $417K | Sell |
4,572
-140
| -3% | -$12.8K | 0.2% | 36 |
|
|
2020
Q1 | $300K | Buy |
4,712
+232
| +5% | +$14.8K | 0.2% | 41 |
|
|
2019
Q4 | $329K | Buy |
+4,480
| New | +$329K | 0.21% | 36 |
|