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IFC Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.1M Sell
58,819
-2,229
-4% -$457K 2.26% 7
2025
Q1
$13.6M Sell
61,048
-980
-2% -$218K 2.83% 5
2024
Q4
$15.5M Buy
+62,028
New +$15.5M 3.39% 6