Independent Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125M | Sell |
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|
2025
Q4 | $135M | Buy |
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|
2025
Q3 | $122M | Buy |
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|
2025
Q2 | $97M | Sell |
|
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|
2025
Q1 | $105M | Buy |
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|
2024
Q4 | $116M | Buy |
|
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|
2024
Q3 | $106M | Sell |
|
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|
2024
Q2 | $96.8M | Buy |
|
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|
2024
Q1 | $74M | Buy |
|
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|
2023
Q4 | $79.8M | Buy |
|
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|
2023
Q3 | $65.5M | Buy |
|
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|
2023
Q2 | $72.7M | Buy |
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|
2023
Q1 | $60.2M | Buy |
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|
2022
Q4 | $41.7M | Buy |
|
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|
2022
Q3 | $43.6M | Sell |
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|
2022
Q2 | $44.5M | Sell |
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|
2022
Q1 | $57.9M | Buy |
|
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|
2021
Q4 | $58.7M | Buy |
|
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|
2021
Q3 | $44.8M | Buy |
|
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|
2021
Q2 | $40.6M | Buy |
|
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|
2021
Q1 | $33.3M | Buy |
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|
2020
Q4 | $35.6M | Buy |
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|
2020
Q3 | $28.1M | Buy |
|
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|
2020
Q2 | $20.2M | Buy |
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|
2020
Q1 | $13.9M | Buy |
|