IA
IFG Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
68,707
+4,427
| +7% | +$908K | 2.37% | 12 |
|
|
2025
Q1 | $14.3M | Buy |
64,280
+51
| +0.1% | +$11.3K | 2.75% | 10 |
|
|
2024
Q4 | $16.1M | Buy |
64,229
+3,178
| +5% | +$796K | 3.2% | 9 |
|
|
2024
Q3 | $14.2M | Buy |
61,051
+590
| +1% | +$137K | 3.04% | 11 |
|
|
2024
Q2 | $12.7M | Buy |
60,461
+19,419
| +47% | +$4.09M | 3.01% | 8 |
|
|
2024
Q1 | $7.04M | Buy |
41,042
+130
| +0.3% | +$22.3K | 1.82% | 14 |
|
|
2023
Q4 | $7.88M | Sell |
40,912
-192
| -0.5% | -$37K | 2.31% | 12 |
|
|
2023
Q3 | $7.04M | Sell |
41,104
-43
| -0.1% | -$7.36K | 2.5% | 12 |
|
|
2023
Q2 | $7.98M | Buy |
41,147
+215
| +0.5% | +$41.7K | 2.83% | 12 |
|
|
2023
Q1 | $6.75M | Buy |
40,932
+40
| +0.1% | +$6.6K | 2.66% | 12 |
|
|
2022
Q4 | $5.31M | Sell |
40,892
-40
| -0.1% | -$5.2K | 2.32% | 12 |
|
|
2022
Q3 | $5.66M | Buy |
40,932
+1,143
| +3% | +$158K | 2.86% | 11 |
|
|
2022
Q2 | $5.44M | Sell |
39,789
-231
| -0.6% | -$31.6K | 2.75% | 10 |
|
|
2022
Q1 | $6.99M | Buy |
40,020
+380
| +1% | +$66.4K | 3.09% | 9 |
|
|
2021
Q4 | $7.04M | Sell |
39,640
-3,236
| -8% | -$575K | 2.98% | 10 |
|
|
2021
Q3 | $6.07M | Buy |
42,876
+3,505
| +9% | +$496K | 2.78% | 9 |
|
|
2021
Q2 | $5.39M | Buy |
39,371
+1,147
| +3% | +$157K | 2.57% | 10 |
|
|
2021
Q1 | $4.67M | Buy |
38,224
+2,544
| +7% | +$311K | 2.55% | 11 |
|
|
2020
Q4 | $4.73M | Sell |
35,680
-5,079
| -12% | -$674K | 2.93% | 11 |
|
|
2020
Q3 | $4.72M | Buy |
40,759
+30,694
| +305% | +$3.55M | 3.34% | 9 |
|
|
2020
Q2 | $3.67M | Sell |
10,065
-2
| -0% | -$730 | 2.9% | 10 |
|
|
2020
Q1 | $2.56M | Buy |
10,067
+1,388
| +16% | +$353K | 2.53% | 11 |
|
|
2019
Q4 | $2.55M | Sell |
8,679
-212
| -2% | -$62.3K | 2.1% | 12 |
|
|
2019
Q3 | $1.99M | Buy |
+8,891
| New | +$1.99M | 1.85% | 13 |
|