Independent Solutions Wealth Management’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 | $16.5M | Buy |
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|
2025
Q1 | $14M | Sell |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $15.2M | Sell |
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|
2024
Q2 | $14.2M | Sell |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $13.3M | Buy |
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|
2023
Q3 | $10.9M | Sell |
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|
2023
Q2 | $12.7M | Sell |
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|
2023
Q1 | $10.9M | Sell |
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|
2022
Q4 | $8.63M | Sell |
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|
2022
Q3 | $9.56M | Sell |
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|
2022
Q2 | $9.47M | Sell |
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|
2022
Q1 | $13M | Sell |
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|
2021
Q4 | $13.5M | Sell |
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|
2021
Q3 | $11.2M | Sell |
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|
2021
Q2 | $11M | Buy |
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|
2021
Q1 | $9.43M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $8.77M | Buy |
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|
2020
Q2 | $6.62M | Buy |
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|
2020
Q1 | $4.32M | Sell |
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|
2019
Q4 | $5.58M | Buy |
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