ISWM
Independent Solutions Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
80,420
+17,423
| +28% | +$3.57M | 3.22% | 3 |
|
|
2025
Q1 | $14M | Sell |
62,997
-1,352
| -2% | -$300K | 3.13% | 4 |
|
|
2024
Q4 | $16.1M | Sell |
64,349
-830
| -1% | -$208K | 3.52% | 3 |
|
|
2024
Q3 | $15.2M | Sell |
65,179
-2,247
| -3% | -$524K | 3.43% | 4 |
|
|
2024
Q2 | $14.2M | Sell |
67,426
-2,435
| -3% | -$513K | 3.25% | 5 |
|
|
2024
Q1 | $12M | Buy |
69,861
+857
| +1% | +$147K | 2.84% | 6 |
|
|
2023
Q4 | $13.3M | Buy |
69,004
+5,177
| +8% | +$997K | 3.41% | 5 |
|
|
2023
Q3 | $10.9M | Sell |
63,827
-1,660
| -3% | -$284K | 2.84% | 6 |
|
|
2023
Q2 | $12.7M | Sell |
65,487
-643
| -1% | -$125K | 3.2% | 5 |
|
|
2023
Q1 | $10.9M | Sell |
66,130
-275
| -0.4% | -$45.3K | 3.21% | 6 |
|
|
2022
Q4 | $8.63M | Sell |
66,405
-2,806
| -4% | -$365K | 2.63% | 9 |
|
|
2022
Q3 | $9.56M | Sell |
69,211
-34
| -0% | -$4.7K | 3.14% | 6 |
|
|
2022
Q2 | $9.47M | Sell |
69,245
-5,239
| -7% | -$716K | 2.95% | 8 |
|
|
2022
Q1 | $13M | Sell |
74,484
-1,785
| -2% | -$312K | 3.06% | 5 |
|
|
2021
Q4 | $13.5M | Sell |
76,269
-3,066
| -4% | -$544K | 3.19% | 5 |
|
|
2021
Q3 | $11.2M | Sell |
79,335
-1,012
| -1% | -$143K | 2.78% | 8 |
|
|
2021
Q2 | $11M | Buy |
80,347
+3,125
| +4% | +$428K | 2.67% | 8 |
|
|
2021
Q1 | $9.43M | Buy |
77,222
+884
| +1% | +$108K | 2.59% | 10 |
|
|
2020
Q4 | $10.1M | Buy |
76,338
+637
| +0.8% | +$84.5K | 3.16% | 7 |
|
|
2020
Q3 | $8.77M | Buy |
75,701
+57,561
| +317% | +$6.67M | 3.34% | 6 |
|
|
2020
Q2 | $6.62M | Buy |
18,140
+1,154
| +7% | +$421K | 2.83% | 9 |
|
|
2020
Q1 | $4.32M | Sell |
16,986
-2,003
| -11% | -$509K | 2.39% | 11 |
|
|
2019
Q4 | $5.58M | Buy |
+18,989
| New | +$5.58M | 2.47% | 9 |
|