IWN
Independent Wealth Network’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
19,418
-1,409
| -7% | -$289K | 1.45% | 14 |
|
|
2025
Q1 | $4.63M | Sell |
20,827
-790
| -4% | -$175K | 1.85% | 10 |
|
|
2024
Q4 | $5.41M | Buy |
21,617
+1,280
| +6% | +$321K | 2.2% | 6 |
|
|
2024
Q3 | $4.74M | Sell |
20,337
-497
| -2% | -$116K | 2.09% | 7 |
|
|
2024
Q2 | $4.39M | Buy |
20,834
+170
| +0.8% | +$35.8K | 2.04% | 8 |
|
|
2024
Q1 | $3.54M | Sell |
20,664
-299
| -1% | -$51.3K | 1.66% | 12 |
|
|
2023
Q4 | $4.04M | Buy |
20,963
+1,150
| +6% | +$221K | 2.12% | 7 |
|
|
2023
Q3 | $3.39M | Buy |
19,813
+178
| +0.9% | +$30.5K | 2.09% | 10 |
|
|
2023
Q2 | $3.81M | Sell |
19,635
-1,367
| -7% | -$265K | 2.29% | 8 |
|
|
2023
Q1 | $3.46M | Buy |
21,002
+1,003
| +5% | +$165K | 2.22% | 9 |
|
|
2022
Q4 | $2.6M | Buy |
19,999
+407
| +2% | +$52.9K | 1.78% | 12 |
|
|
2022
Q3 | $2.71M | Buy |
19,592
+187
| +1% | +$25.8K | 2.12% | 10 |
|
|
2022
Q2 | $2.65M | Sell |
19,405
-493
| -2% | -$67.4K | 1.91% | 10 |
|
|
2022
Q1 | $3.47M | Sell |
19,898
-198
| -1% | -$34.6K | 2.21% | 10 |
|
|
2021
Q4 | $3.57M | Buy |
20,096
+2,149
| +12% | +$382K | 2.2% | 10 |
|
|
2021
Q3 | $2.72M | Buy |
+17,947
| New | +$2.72M | 1.78% | 11 |
|