IWA
Icon Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Buy |
121,796
+7,702
| +7% | +$1.58M | 1.78% | 13 |
|
|
2025
Q1 | $25.3M | Sell |
114,094
-11,643
| -9% | -$2.59M | 2.08% | 10 |
|
|
2024
Q4 | $31.5M | Buy |
125,737
+2,250
| +2% | +$563K | 2.59% | 9 |
|
|
2024
Q3 | $28.8M | Buy |
123,487
+2,333
| +2% | +$544K | 2.4% | 10 |
|
|
2024
Q2 | $26.9M | Buy |
121,154
+43,051
| +55% | +$9.56M | 2.39% | 10 |
|
|
2024
Q1 | $13.4M | Buy |
78,103
+17,251
| +28% | +$2.96M | 1.24% | 19 |
|
|
2023
Q4 | $11.7M | Buy |
+60,852
| New | +$11.7M | 1.22% | 16 |
|
|
2022
Q4 | $10.2M | Sell |
78,835
-6,231
| -7% | -$810K | 1.18% | 15 |
|
|
2022
Q3 | $11.8M | Buy |
+85,066
| New | +$11.8M | 1.43% | 13 |
|