IA
IFP Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.7M | Buy |
432,458
+8,185
| +2% | +$1.68M | 2.52% | 1 |
|
|
2025
Q1 | $94.3M | Buy |
424,273
+85,862
| +25% | +$19.1M | 2.91% | 1 |
|
|
2024
Q4 | $84.7M | Buy |
338,411
+29,177
| +9% | +$7.31M | 2.78% | 1 |
|
|
2024
Q3 | $72.1M | Sell |
309,234
-5,630
| -2% | -$1.31M | 2.6% | 1 |
|
|
2024
Q2 | $66.3M | Buy |
314,864
+28,925
| +10% | +$6.09M | 2.63% | 1 |
|
|
2024
Q1 | $49M | Buy |
285,939
+5,557
| +2% | +$953K | 2.15% | 1 |
|
|
2023
Q4 | $54M | Sell |
280,382
-26,356
| -9% | -$5.07M | 2.55% | 1 |
|
|
2023
Q3 | $52.5M | Sell |
306,738
-18,980
| -6% | -$3.25M | 2.36% | 3 |
|
|
2023
Q2 | $63.2M | Sell |
325,718
-28,788
| -8% | -$5.58M | 2.64% | 1 |
|
|
2023
Q1 | $33M | Sell |
354,506
-407,929
| -54% | -$38M | 1.44% | 6 |
|
|
2022
Q4 | $71.1M | Sell |
762,435
-3,588
| -0.5% | -$335K | 1.9% | 4 |
|
|
2022
Q3 | $71.5M | Buy |
766,023
+30,052
| +4% | +$2.8M | 1.86% | 4 |
|
|
2022
Q2 | $68.7M | Hold |
735,971
| – | – | 2.2% | 2 |
|
|
2022
Q1 | $68.7M | Buy |
735,971
+370,470
| +101% | +$34.6M | 2.2% | 2 |
|
|
2021
Q4 | $64.9M | Sell |
365,501
-23,699
| -6% | -$4.21M | 1.27% | 11 |
|
|
2021
Q3 | $55.1M | Sell |
389,200
-10,848
| -3% | -$1.54M | 1.1% | 10 |
|
|
2021
Q2 | $54.8M | Sell |
400,048
-5,437
| -1% | -$744K | 1.13% | 10 |
|
|
2021
Q1 | $49.5M | Sell |
405,485
-8,491
| -2% | -$1.04M | 0.96% | 13 |
|
|
2020
Q4 | $55M | Sell |
413,976
-18,111
| -4% | -$2.4M | 2.23% | 4 |
|
|
2020
Q3 | $50M | Buy |
432,087
+323,123
| +297% | +$37.4M | 2.99% | 2 |
|
|
2020
Q2 | $39.4M | Buy |
108,964
+2,928
| +3% | +$1.06M | 3.12% | 1 |
|
|
2020
Q1 | $27.4M | Sell |
106,036
-5,507
| -5% | -$1.42M | 2.77% | 1 |
|
|
2019
Q4 | $32.3M | Sell |
111,543
-35,712
| -24% | -$10.3M | 2.43% | 3 |
|
|
2019
Q3 | $32.3M | Buy |
+147,255
| New | +$32.3M | 2.16% | 2 |
|
|
2019
Q1 | $15.9M | Sell |
83,970
-107,900
| -56% | -$20.5M | 2.18% | 4 |
|
|
2018
Q4 | $30M | Sell |
191,870
-23,389
| -11% | -$3.65M | 1.83% | 2 |
|
|
2018
Q3 | $48.6M | Sell |
215,259
-11,890
| -5% | -$2.68M | 1.98% | 3 |
|
|
2018
Q2 | $42M | Sell |
227,149
-60,764
| -21% | -$11.2M | 1.77% | 4 |
|
|
2018
Q1 | $48.7M | Buy |
287,913
+200
| +0.1% | +$33.8K | 2.21% | 2 |
|
|
2017
Q4 | $48.7M | Sell |
287,713
-70,671
| -20% | -$12M | 2.21% | 2 |
|
|
2017
Q3 | $55.2M | Sell |
358,384
-4,625
| -1% | -$713K | 2.19% | 1 |
|
|
2017
Q2 | $52.3M | Buy |
363,009
+17,491
| +5% | +$2.52M | 2.22% | 1 |
|
|
2017
Q1 | $49.6M | Sell |
345,518
-38,856
| -10% | -$5.58M | 2.16% | 1 |
|
|
2016
Q4 | $44.5M | Buy |
384,374
+71,851
| +23% | +$8.32M | 2.15% | 1 |
|
|
2016
Q3 | $35.3M | Sell |
312,523
-1,285
| -0.4% | -$145K | 1.84% | 1 |
|
|
2016
Q2 | $30M | Buy |
313,808
+229,838
| +274% | +$22M | 1.68% | 4 |
|
|
2016
Q1 | $15.9M | Sell |
83,970
-255,269
| -75% | -$48.5M | 2.18% | 4 |
|
|
2015
Q4 | $35.7M | Buy |
+339,239
| New | +$35.7M | 2.4% | 1 |
|