IAM Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.87M | Buy |
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|
2025
Q2 | $4.71M | Buy |
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|
2025
Q1 | $5.08M | Sell |
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|
2024
Q4 | $5.84M | Sell |
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|
2024
Q3 | $5.46M | Sell |
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|
2024
Q2 | $5.02M | Sell |
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|
2024
Q1 | $4.09M | Sell |
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|
2023
Q4 | $4.69M | Sell |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.8M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $3.14M | Sell |
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|
2022
Q3 | $4.26M | Buy |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $5.25M | Buy |
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|
2021
Q4 | $5.13M | Sell |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4.04M | Buy |
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|
2020
Q4 | $4.04M | Buy |
|