IA
IFS Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
1,876
-100
| -5% | -$20.5K | 0.29% | 12 |
|
|
2025
Q1 | $439K | Sell |
1,976
-20
| -1% | -$4.44K | 0.36% | 11 |
|
|
2024
Q4 | $500K | Buy |
1,996
+226
| +13% | +$56.6K | 0.39% | 10 |
|
|
2024
Q3 | $413K | Hold |
1,770
| – | – | 0.33% | 10 |
|
|
2024
Q2 | $373K | Hold |
1,770
| – | – | 0.31% | 10 |
|
|
2024
Q1 | $304K | Hold |
1,770
| – | – | 0.27% | 11 |
|
|
2023
Q4 | $341K | Buy |
1,770
+20
| +1% | +$3.85K | 0.41% | 10 |
|
|
2023
Q3 | $300K | Sell |
1,750
-170
| -9% | -$29.1K | 0.56% | 9 |
|
|
2023
Q2 | $372K | Buy |
1,920
+839
| +78% | +$163K | 0.92% | 5 |
|
|
2023
Q1 | $178K | Hold |
1,081
| – | – | 0.73% | 6 |
|
|
2022
Q4 | $141K | Hold |
1,081
| – | – | 0.24% | 11 |
|
|
2022
Q3 | $149K | Buy |
1,081
+560
| +107% | +$77.2K | 0.27% | 9 |
|
|
2022
Q2 | $71K | Hold |
521
| – | – | 0.19% | 15 |
|
|
2022
Q1 | $90K | Buy |
521
+1
| +0.2% | +$173 | 0.08% | 18 |
|
|
2021
Q4 | $92K | Buy |
+520
| New | +$92K | 0.06% | 31 |
|
|
2021
Q1 | – | Sell |
-721
| Closed | -$95K | – | 25 |
|
|
2020
Q4 | $95K | Buy |
+721
| New | +$95K | 0.07% | 27 |
|