Independent Advisor Alliance’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194M | Sell |
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|
2025
Q1 | $213M | Buy |
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|
2024
Q4 | $238M | Buy |
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|
2024
Q3 | $202M | Sell |
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|
2024
Q2 | $194M | Buy |
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|
2024
Q1 | $157M | Sell |
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|
2023
Q4 | $177M | Sell |
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|
2023
Q3 | $158M | Sell |
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|
2023
Q2 | $181M | Buy |
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|
2023
Q1 | $153M | Sell |
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|
2022
Q4 | $3.27M | Sell |
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|
2022
Q3 | $137M | Sell |
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|
2022
Q2 | $138M | Sell |
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|
2022
Q1 | $179M | Buy |
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|
2021
Q4 | $170M | Buy |
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|
2021
Q3 | $125M | Sell |
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|
2021
Q2 | $121M | Sell |
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|
2021
Q1 | $111M | Buy |
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|
2020
Q4 | $117M | Sell |
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|
2020
Q3 | $105M | Buy |
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|
2020
Q2 | $77.1M | Buy |
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|
2020
Q1 | $51.4M | Buy |
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|
2019
Q4 | $59M | Sell |
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|
2019
Q3 | $47.4M | Buy |
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|
2019
Q2 | $37.8M | Buy |
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|
2019
Q1 | $33.7M | Buy |
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|
2018
Q4 | $25.4M | Buy |
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|
2018
Q3 | $1K | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $24.1M | Buy |
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|
2017
Q3 | $20.7M | Buy |
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|
2017
Q2 | $16.5M | Buy |
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|
2017
Q1 | $13.6M | Buy |
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|
2016
Q4 | $9.51M | Buy |
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