IAM Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
22,934
+72
| +0.3% | +$14.8K | 1.13% | 15 |
|
|
2025
Q1 | $5.08M | Sell |
22,862
-456
| -2% | -$101K | 1.32% | 14 |
|
|
2024
Q4 | $5.84M | Sell |
23,318
-122
| -0.5% | -$30.6K | 1.48% | 13 |
|
|
2024
Q3 | $5.46M | Sell |
23,440
-383
| -2% | -$89.2K | 1.38% | 12 |
|
|
2024
Q2 | $5.02M | Sell |
23,823
-43
| -0.2% | -$9.06K | 1.36% | 14 |
|
|
2024
Q1 | $4.09M | Sell |
23,866
-472
| -2% | -$80.9K | 1.12% | 15 |
|
|
2023
Q4 | $4.69M | Sell |
24,338
-304
| -1% | -$58.5K | 1.47% | 13 |
|
|
2023
Q3 | $4.22M | Sell |
24,642
-125
| -0.5% | -$21.4K | 1.47% | 13 |
|
|
2023
Q2 | $4.8M | Buy |
24,767
+353
| +1% | +$68.5K | 1.64% | 11 |
|
|
2023
Q1 | $4.03M | Buy |
24,414
+239
| +1% | +$39.4K | 1.39% | 13 |
|
|
2022
Q4 | $3.14M | Sell |
24,175
-6,653
| -22% | -$864K | 1.15% | 11 |
|
|
2022
Q3 | $4.26M | Buy |
30,828
+517
| +2% | +$71.4K | 1.8% | 10 |
|
|
2022
Q2 | $4.14M | Buy |
30,311
+272
| +0.9% | +$37.2K | 1.7% | 10 |
|
|
2022
Q1 | $5.25M | Buy |
30,039
+273
| +0.9% | +$47.7K | 2.13% | 8 |
|
|
2021
Q4 | $5.13M | Sell |
29,766
-320
| -1% | -$55.1K | 2.03% | 8 |
|
|
2021
Q3 | $4.3M | Buy |
+30,086
| New | +$4.3M | 1.82% | 7 |
|
|
2021
Q2 | – | Sell |
-30,441
| Closed | -$4.04M | – | 44 |
|
|
2021
Q1 | $4.04M | Buy |
30,441
+259
| +0.9% | +$34.3K | 1.76% | 8 |
|
|
2020
Q4 | $4.04M | Buy |
+30,182
| New | +$4.04M | 2.03% | 6 |
|