IFG Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9M | Buy |
165,382
+2,052
| +1% | +$421K | 1.7% | 6 |
|
|
2025
Q1 | $36.3M | Buy |
163,330
+9,025
| +6% | +$2M | 2.01% | 5 |
|
|
2024
Q4 | $38.6M | Buy |
154,305
+7,187
| +5% | +$1.8M | 2.19% | 4 |
|
|
2024
Q3 | $34.3M | Sell |
147,118
-148
| -0.1% | -$34.5K | 2.18% | 6 |
|
|
2024
Q2 | $31M | Buy |
147,266
+2,235
| +2% | +$471K | 1.99% | 6 |
|
|
2024
Q1 | $24.9M | Sell |
145,031
-6,146
| -4% | -$1.05M | 1.85% | 8 |
|
|
2023
Q4 | $29.1M | Buy |
151,177
+3,220
| +2% | +$620K | 2.13% | 8 |
|
|
2023
Q3 | $25.3M | Buy |
147,957
+1,234
| +0.8% | +$211K | 2.13% | 6 |
|
|
2023
Q2 | $28.5M | Buy |
146,723
+18,213
| +14% | +$3.53M | 2.52% | 6 |
|
|
2023
Q1 | $21.2M | Sell |
128,510
-14,107
| -10% | -$2.33M | 1.98% | 9 |
|
|
2022
Q4 | $18.5M | Sell |
142,617
-33,413
| -19% | -$4.34M | 1.85% | 10 |
|
|
2022
Q3 | $24.3M | Buy |
176,030
+35,779
| +26% | +$4.94M | 2.21% | 6 |
|
|
2022
Q2 | $19.2M | Sell |
140,251
-15,286
| -10% | -$2.09M | 2.04% | 10 |
|
|
2022
Q1 | $27.2M | Buy |
155,537
+9,125
| +6% | +$1.59M | 2.74% | 4 |
|
|
2021
Q4 | $26M | Sell |
146,412
-2,171
| -1% | -$385K | 2.53% | 6 |
|
|
2021
Q3 | $21M | Buy |
148,583
+2,800
| +2% | +$396K | 2.27% | 8 |
|
|
2021
Q2 | $20M | Buy |
145,783
+584
| +0.4% | +$80K | 2.22% | 8 |
|
|
2021
Q1 | $17.7M | Buy |
145,199
+3,643
| +3% | +$445K | 2.21% | 7 |
|
|
2020
Q4 | $18.8M | Buy |
141,556
+5,903
| +4% | +$783K | 2.6% | 6 |
|
|
2020
Q3 | $15.7M | Buy |
135,653
+7,377
| +6% | +$854K | 2.54% | 7 |
|
|
2020
Q2 | $11.7M | Sell |
128,276
-1,304
| -1% | -$119K | 2.11% | 7 |
|
|
2020
Q1 | $8.24M | Sell |
129,580
-5,576
| -4% | -$354K | 1.84% | 7 |
|
|
2019
Q4 | $9.92M | Sell |
135,156
-2,648
| -2% | -$194K | 1.81% | 7 |
|
|
2019
Q3 | $7.72M | Sell |
137,804
-5,548
| -4% | -$311K | 1.5% | 9 |
|
|
2019
Q2 | $7.09M | Buy |
143,352
+3,676
| +3% | +$182K | 1.26% | 14 |
|
|
2019
Q1 | $6.63M | Buy |
139,676
+6,824
| +5% | +$324K | 1.27% | 14 |
|
|
2018
Q4 | $5.24M | Sell |
132,852
-13,740
| -9% | -$542K | 1.23% | 15 |
|
|
2018
Q3 | $8.27M | Sell |
146,592
-632
| -0.4% | -$35.7K | 1.56% | 9 |
|
|
2018
Q2 | $6.81M | Sell |
147,224
-2,580
| -2% | -$119K | 1.4% | 11 |
|
|
2018
Q1 | $6.28M | Buy |
149,804
+14,084
| +10% | +$591K | 1.4% | 14 |
|
|
2017
Q4 | $5.74M | Buy |
+135,720
| New | +$5.74M | 1.29% | 16 |
|