IWM
Iams Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
13,765
-2,340
| -15% | -$480K | 1.3% | 15 |
|
|
2025
Q1 | $3.58M | Sell |
16,105
-299
| -2% | -$66.4K | 1.64% | 7 |
|
|
2024
Q4 | $4.11M | Buy |
16,404
+4,467
| +37% | +$1.12M | 1.88% | 9 |
|
|
2024
Q3 | $2.78M | Buy |
11,937
+1,648
| +16% | +$384K | 1.37% | 14 |
|
|
2024
Q2 | $2.17M | Buy |
10,289
+3,803
| +59% | +$801K | 1.19% | 18 |
|
|
2024
Q1 | $1.18M | Buy |
6,486
+1,233
| +23% | +$224K | 0.72% | 46 |
|
|
2023
Q4 | $1.01M | Buy |
5,253
+150
| +3% | +$28.9K | 0.65% | 52 |
|
|
2023
Q3 | $874K | Buy |
+5,103
| New | +$874K | 0.6% | 58 |
|
|
2023
Q2 | – | Sell |
-4,011
| Closed | -$650K | – | 1 |
|
|
2023
Q1 | $650K | Buy |
4,011
+880
| +28% | +$143K | 0.54% | 60 |
|
|
2022
Q4 | $407K | Buy |
+3,131
| New | +$407K | 0.41% | 72 |
|