IAA
Independent Advisor Alliance’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194M | Sell |
943,130
-17,240
| -2% | -$3.54M | 5.58% | 2 |
|
|
2025
Q1 | $213M | Buy |
960,370
+8,263
| +0.9% | +$1.84M | 7.05% | 1 |
|
|
2024
Q4 | $238M | Buy |
952,107
+84,241
| +10% | +$21.1M | 3.16% | 1 |
|
|
2024
Q3 | $202M | Sell |
867,866
-52,871
| -6% | -$12.3M | 7.36% | 1 |
|
|
2024
Q2 | $194M | Buy |
920,737
+8,028
| +0.9% | +$1.69M | 6.64% | 1 |
|
|
2024
Q1 | $157M | Sell |
912,709
-4,379
| -0.5% | -$751K | 5.65% | 1 |
|
|
2023
Q4 | $177M | Sell |
917,088
-6,178
| -0.7% | -$1.19M | 6.36% | 2 |
|
|
2023
Q3 | $158M | Sell |
923,266
-7,712
| -0.8% | -$1.32M | 7.15% | 1 |
|
|
2023
Q2 | $181M | Buy |
930,978
+1,651
| +0.2% | +$320K | 7.96% | 1 |
|
|
2023
Q1 | $153M | Sell |
929,327
-40,792
| -4% | -$6.73M | 7.39% | 1 |
|
|
2022
Q4 | $3.27M | Sell |
970,119
-17,637
| -2% | -$59.5K | 1.12% | 11 |
|
|
2022
Q3 | $137M | Sell |
987,756
-24,552
| -2% | -$3.39M | 7.96% | 1 |
|
|
2022
Q2 | $138M | Sell |
1,012,308
-11,816
| -1% | -$1.62M | 7.73% | 1 |
|
|
2022
Q1 | $179M | Buy |
1,024,124
+65,358
| +7% | +$11.4M | 8.61% | 1 |
|
|
2021
Q4 | $170M | Buy |
958,766
+77,205
| +9% | +$13.7M | 8.4% | 1 |
|
|
2021
Q3 | $125M | Sell |
881,561
-2,926
| -0.3% | -$414K | 6.94% | 1 |
|
|
2021
Q2 | $121M | Sell |
884,487
-25,164
| -3% | -$3.45M | 6.64% | 1 |
|
|
2021
Q1 | $111M | Buy |
909,651
+30,769
| +4% | +$3.76M | 6.59% | 1 |
|
|
2020
Q4 | $117M | Sell |
878,882
-33,563
| -4% | -$4.45M | 7.91% | 1 |
|
|
2020
Q3 | $105M | Buy |
912,445
+702,887
| +335% | +$81.2M | 8% | 1 |
|
|
2020
Q2 | $77.1M | Buy |
209,558
+7,568
| +4% | +$2.78M | 8.25% | 1 |
|
|
2020
Q1 | $51.4M | Buy |
201,990
+930
| +0.5% | +$236K | 7.47% | 1 |
|
|
2019
Q4 | $59M | Sell |
201,060
-7,789
| -4% | -$2.29M | 2.58% | 3 |
|
|
2019
Q3 | $47.4M | Buy |
208,849
+1,481
| +0.7% | +$336K | 5.78% | 1 |
|
|
2019
Q2 | $37.8M | Buy |
207,368
+30,000
| +17% | +$5.47M | 5.47% | 1 |
|
|
2019
Q1 | $33.7M | Buy |
177,368
+17,150
| +11% | +$3.26M | 4.74% | 1 |
|
|
2018
Q4 | $25.4M | Buy |
160,218
+160,216
| +8,010,800% | +$25.4M | 4.49% | 1 |
|
|
2018
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 363 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 345 |
|
|
2018
Q1 | – | Sell |
-138,386
| Closed | -$24.1M | – | 343 |
|
|
2017
Q4 | $24.1M | Buy |
138,386
+5,624
| +4% | +$981K | 5.39% | 1 |
|
|
2017
Q3 | $20.7M | Buy |
132,762
+4,706
| +4% | +$733K | 5.69% | 1 |
|
|
2017
Q2 | $16.5M | Buy |
128,056
+33,439
| +35% | +$4.31M | 5.25% | 1 |
|
|
2017
Q1 | $13.6M | Buy |
94,617
+15,359
| +19% | +$2.21M | 2.16% | 2 |
|
|
2016
Q4 | $9.51M | Buy |
+79,258
| New | +$9.51M | 4.08% | 1 |
|