Idaho Trust Bank’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
5,357
-277
| -5% | -$56.8K | 0.39% | 55 |
|
|
2025
Q1 | $1.25M | Buy |
5,634
+3,701
| +191% | +$822K | 0.51% | 52 |
|
|
2024
Q4 | $484K | Sell |
1,933
-799
| -29% | -$200K | 0.24% | 52 |
|
|
2024
Q3 | $637K | Hold |
2,732
| – | – | 0.31% | 58 |
|
|
2024
Q2 | $575K | Sell |
2,732
-32,989
| -92% | -$6.95M | 0.29% | 59 |
|
|
2024
Q1 | $6.13M | Buy |
35,721
+32,577
| +1,036% | +$5.59M | 5.91% | 2 |
|
|
2023
Q4 | $605K | Sell |
3,144
-782
| -20% | -$151K | 0.35% | 54 |
|
|
2023
Q3 | $672K | Buy |
3,926
+1,681
| +75% | +$288K | 0.44% | 50 |
|
|
2023
Q2 | $435K | Buy |
+2,245
| New | +$435K | 0.27% | 58 |
|