IFS Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $482K | Buy |
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|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $500K | Buy |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $178K | Hold |
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|
2022
Q4 | $141K | Hold |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $92K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $95K | Buy |
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