IWP
Icon Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.86M | Sell |
57,566
-16,883
| -23% | -$2.89M | 1.12% | 17 |
|
|
2023
Q2 | $14.4M | Sell |
74,449
-3,621
| -5% | -$702K | 1.53% | 16 |
|
|
2023
Q1 | $12.9M | Buy |
+78,070
| New | +$12.9M | 1.4% | 15 |
|
|
2022
Q2 | $11.1M | Sell |
81,258
-6,243
| -7% | -$854K | 1.33% | 14 |
|
|
2022
Q1 | $15.3M | Buy |
87,501
+19,126
| +28% | +$3.34M | 1.52% | 12 |
|
|
2021
Q4 | $12.1M | Sell |
68,375
-29,832
| -30% | -$5.27M | 1.21% | 13 |
|
|
2021
Q3 | $13.9M | Sell |
98,207
-4,074
| -4% | -$576K | 1.47% | 9 |
|
|
2021
Q2 | $14M | Sell |
102,281
-1,397
| -1% | -$191K | 1.5% | 11 |
|
|
2021
Q1 | $12.7M | Buy |
103,678
+39,717
| +62% | +$4.85M | 1.59% | 9 |
|
|
2020
Q4 | $8.49M | Buy |
63,961
+3,956
| +7% | +$525K | 1.34% | 12 |
|
|
2020
Q3 | $6.95M | Buy |
60,005
+47,174
| +368% | +$5.46M | 1.34% | 12 |
|
|
2020
Q2 | $4.68M | Buy |
12,831
+5,699
| +80% | +$2.08M | 1.13% | 17 |
|
|
2020
Q1 | $1.81M | Sell |
7,132
-552
| -7% | -$140K | 0.72% | 25 |
|
|
2019
Q4 | $2.26M | Sell |
7,684
-6
| -0.1% | -$1.76K | 0.71% | 25 |
|
|
2019
Q3 | $1.72M | Buy |
7,690
+728
| +10% | +$163K | 0.59% | 30 |
|
|
2019
Q2 | $1.38M | Buy |
6,962
+456
| +7% | +$90.3K | 0.49% | 37 |
|
|
2019
Q1 | $1.24M | Buy |
6,506
+1,324
| +26% | +$252K | 0.46% | 37 |
|
|
2018
Q4 | $817K | Sell |
5,182
-1,903
| -27% | -$300K | 0.39% | 44 |
|
|
2018
Q3 | $1.6M | Buy |
7,085
+969
| +16% | +$219K | 0.67% | 30 |
|
|
2018
Q2 | $1.13M | Sell |
6,116
-749
| -11% | -$139K | 0.48% | 36 |
|
|
2018
Q1 | $1.15M | Sell |
6,865
-919
| -12% | -$154K | 0.62% | 35 |
|
|
2017
Q4 | $1.32M | Buy |
+7,784
| New | +$1.32M | 0.65% | 28 |
|