IWA
IBEX Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Sell |
111,081
-25,537
| -19% | -$5.24M | 2.43% | 5 |
|
|
2025
Q1 | $30.3M | Buy |
136,618
+9,250
| +7% | +$2.05M | 4.01% | 2 |
|
|
2024
Q4 | $31.9M | Sell |
127,368
-146,494
| -53% | -$36.7M | 3.76% | 4 |
|
|
2024
Q3 | $5.5M | Buy |
273,862
+165,940
| +154% | +$3.33M | 1.5% | 25 |
|
|
2024
Q2 | $22.7M | Sell |
107,922
-1,291
| -1% | -$272K | 3.55% | 4 |
|
|
2024
Q1 | $14.2M | Buy |
109,213
+109,096
| +93,244% | +$14.2M | 3.85% | 2 |
|
|
2023
Q4 | $22.5K | Sell |
117
-111,517
| -100% | -$21.4M | 4.88% | 3 |
|
|
2023
Q3 | $19.1M | Buy |
+111,634
| New | +$19.1M | 4.86% | 3 |
|
|
2023
Q1 | $17.8M | Sell |
107,749
-1,464
| -1% | -$241K | 4.61% | 3 |
|
|
2022
Q4 | $14.2M | Sell |
109,213
-1,492
| -1% | -$194K | 3.21% | 2 |
|
|
2022
Q3 | $15.3M | Buy |
110,705
+8,514
| +8% | +$1.18M | 3.98% | 1 |
|
|
2022
Q2 | $14M | Sell |
102,191
-10,536
| -9% | -$1.44M | 3.22% | 2 |
|
|
2022
Q1 | $19.7M | Sell |
112,727
-960
| -0.8% | -$168K | 3.77% | 3 |
|
|
2021
Q4 | $20.2M | Buy |
113,687
+2,607
| +2% | +$463K | 3.57% | 3 |
|
|
2021
Q3 | $15.7M | Buy |
111,080
+1,021
| +0.9% | +$144K | 3.03% | 3 |
|
|
2021
Q2 | $15.1M | Buy |
110,059
+2,370
| +2% | +$325K | 3.01% | 3 |
|
|
2021
Q1 | $13.2M | Sell |
107,689
-17,809
| -14% | -$2.18M | 3.24% | 2 |
|
|
2020
Q4 | $16.7M | Sell |
125,498
-396
| -0.3% | -$52.5K | 4.35% | 1 |
|
|
2020
Q3 | $14.6M | Buy |
125,894
+94,727
| +304% | +$11M | 4.23% | 2 |
|
|
2020
Q2 | $11.4M | Sell |
31,167
-1,065
| -3% | -$388K | 3.65% | 2 |
|
|
2020
Q1 | $8.2M | Sell |
32,232
-263
| -0.8% | -$66.9K | 3.19% | 3 |
|
|
2019
Q4 | $9.54M | Sell |
32,495
-1,081
| -3% | -$317K | 2.92% | 3 |
|
|
2019
Q3 | $7.52M | Buy |
33,576
+435
| +1% | +$97.4K | 2.5% | 7 |
|
|
2019
Q2 | $6.56M | Buy |
33,141
+6,320
| +24% | +$1.25M | 1.89% | 8 |
|
|
2019
Q1 | $5.1M | Buy |
26,821
+3,164
| +13% | +$601K | 1.79% | 13 |
|
|
2018
Q4 | $3.73M | Sell |
23,657
-2,442
| -9% | -$385K | 1.7% | 15 |
|
|
2018
Q3 | $5.93M | Buy |
26,099
+7,845
| +43% | +$1.78M | 2.12% | 9 |
|
|
2018
Q2 | $3.04M | Hold |
18,254
| – | – | 1.22% | 34 |
|
|
2018
Q1 | $3.04M | Buy |
+18,254
| New | +$3.04M | 1.23% | 33 |
|
|
2017
Q4 | – | Sell |
-2,539
| Closed | -$396K | – | 90 |
|
|
2017
Q3 | $396K | Sell |
2,539
-74
| -3% | -$11.5K | 0.15% | 102 |
|
|
2017
Q2 | $379K | Buy |
+2,613
| New | +$379K | 0.15% | 105 |
|
|
2017
Q1 | – | Sell |
-696
| Closed | -$83K | – | 79 |
|
|
2016
Q4 | $83K | Buy |
+696
| New | +$83K | 0.04% | 151 |
|