IFA
Index Fund Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
15,355
-226
| -1% | -$46.4K | 0.18% | 28 |
|
|
2025
Q1 | $3.46M | Sell |
15,581
-45,957
| -75% | -$10.2M | 0.21% | 18 |
|
|
2024
Q4 | $15.4M | Sell |
61,538
-1,870
| -3% | -$468K | 0.83% | 9 |
|
|
2024
Q3 | $14.8M | Sell |
63,408
-247
| -0.4% | -$57.6K | 0.78% | 10 |
|
|
2024
Q2 | $13.4M | Buy |
63,655
+3,633
| +6% | +$765K | 0.76% | 10 |
|
|
2024
Q1 | $10.3M | Buy |
60,022
+271
| +0.5% | +$46.5K | 0.57% | 10 |
|
|
2023
Q4 | $11.5M | Sell |
59,751
-3,562
| -6% | -$686K | 0.68% | 10 |
|
|
2023
Q3 | $10.8M | Buy |
63,313
+3,078
| +5% | +$527K | 0.72% | 8 |
|
|
2023
Q2 | $11.7M | Sell |
60,235
-24
| -0% | -$4.66K | 0.76% | 8 |
|
|
2023
Q1 | $9.94M | Sell |
60,259
-513
| -0.8% | -$84.6K | 0.68% | 8 |
|
|
2022
Q4 | $7.9M | Sell |
60,772
-32,226
| -35% | -$4.19M | 0.56% | 8 |
|
|
2022
Q3 | $12.9M | Sell |
92,998
-372
| -0.4% | -$51.4K | 1% | 7 |
|
|
2022
Q2 | $12.8M | Buy |
93,370
+2,791
| +3% | +$382K | 0.97% | 7 |
|
|
2022
Q1 | $15.8M | Sell |
90,579
-4,147
| -4% | -$724K | 1.18% | 6 |
|
|
2021
Q4 | $16.8M | Buy |
+94,726
| New | +$16.8M | 1.2% | 6 |
|