IFG Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.3M | Buy |
68,309
+35
| +0.1% | +$9.11K | 2.84% | 9 |
|
|
2025
Q4 | $18.6M | Sell |
68,274
-519
| -0.8% | -$139K | 3.09% | 8 |
|
|
2025
Q3 | $17.5M | Buy |
68,793
+86
| +0.1% | +$19.4K | 2.86% | 9 |
|
|
2025
Q2 | $14.1M | Buy |
68,707
+4,427
| +7% | +$894K | 2.37% | 12 |
|
|
2025
Q1 | $14.3M | Buy |
64,280
+51
| +0.1% | +$11.8K | 2.75% | 10 |
|
|
2024
Q4 | $16.1M | Buy |
64,229
+3,178
| +5% | +$749K | 3.2% | 9 |
|
|
2024
Q3 | $14.2M | Buy |
61,051
+590
| +1% | +$132K | 3.04% | 11 |
|
|
2024
Q2 | $12.7M | Buy |
60,461
+19,419
| +47% | +$3.62M | 3.01% | 8 |
|
|
2024
Q1 | $7.04M | Buy |
41,042
+130
| +0.3% | +$23.6K | 1.82% | 14 |
|
|
2023
Q4 | $7.88M | Sell |
40,912
-192
| -0.5% | -$35.5K | 2.31% | 12 |
|
|
2023
Q3 | $7.04M | Sell |
41,104
-43
| -0.1% | -$7.89K | 2.5% | 12 |
|
|
2023
Q2 | $7.98M | Buy |
41,147
+215
| +0.5% | +$37.5K | 2.83% | 12 |
|
|
2023
Q1 | $6.75M | Buy |
40,932
+40
| +0.1% | +$5.9K | 2.66% | 12 |
|
|
2022
Q4 | $5.31M | Sell |
40,892
-40
| -0.1% | -$5.72K | 2.32% | 12 |
|
|
2022
Q3 | $5.66M | Buy |
40,932
+1,143
| +3% | +$179K | 2.86% | 11 |
|
|
2022
Q2 | $5.44M | Sell |
39,789
-231
| -0.6% | -$35K | 2.75% | 10 |
|
|
2022
Q1 | $6.99M | Buy |
40,020
+380
| +1% | +$63.9K | 3.09% | 9 |
|
|
2021
Q4 | $7.04M | Sell |
39,640
-3,236
| -8% | -$511K | 2.98% | 10 |
|
|
2021
Q3 | $6.07M | Buy |
42,876
+3,505
| +9% | +$516K | 2.78% | 9 |
|
|
2021
Q2 | $5.39M | Buy |
39,371
+1,147
| +3% | +$149K | 2.57% | 10 |
|
|
2021
Q1 | $4.67M | Buy |
38,224
+2,544
| +7% | +$327K | 2.55% | 11 |
|
|
2020
Q4 | $4.73M | Sell |
35,680
-5,079
| -12% | -$611K | 2.93% | 11 |
|
|
2020
Q3 | $4.72M | Buy |
40,759
+499
| +1% | +$54.4K | 3.34% | 9 |
|
|
2020
Q2 | $3.67M | Sell |
40,260
-8
| -0% | -$620 | 2.9% | 10 |
|
|
2020
Q1 | $2.56M | Buy |
40,268
+5,552
| +16% | +$408K | 2.53% | 11 |
|
|
2019
Q4 | $2.55M | Sell |
34,716
-848
| -2% | -$54.6K | 2.1% | 12 |
|
|
2019
Q3 | $1.99M | Buy |
+35,564
| New | +$1.86M | 1.85% | 13 |
|
Other funds holding AAPL
VCM
VPM
