IMZ 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 | $3.58M | Sell |
16,938
-353
| -2% | -$74.5K | 1.43% | 14 |
|
2025
Q1 | $3.84M | Sell |
17,291
-284
| -2% | -$63.1K | 1.74% | 14 |
|
2024
Q4 | $4.4M | Sell |
17,575
-225
| -1% | -$56.3K | 2.01% | 12 |
|
2024
Q3 | $4.04M | Sell |
17,800
-127
| -0.7% | -$28.8K | 1.87% | 12 |
|
2024
Q2 | $3.78M | Buy |
17,927
+195
| +1% | +$41.1K | 1.88% | 12 |
|
2024
Q1 | $3.04M | Sell |
17,732
-184
| -1% | -$31.6K | 1.57% | 14 |
|
2023
Q4 | $3.27M | Buy |
+17,916
| New | +$3.27M | 1.76% | 12 |
|