IAP
Indie Asset Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
20,826
-13,788
| -40% | -$2.83M | 7.77% | 2 |
|
|
2025
Q1 | $7.69M | Sell |
34,614
-1,851
| -5% | -$411K | 6.67% | 2 |
|
|
2024
Q4 | $9.13M | Sell |
36,465
-415
| -1% | -$104K | 7.17% | 2 |
|
|
2024
Q3 | $8.59M | Sell |
36,880
-649
| -2% | -$151K | 6.44% | 2 |
|
|
2024
Q2 | $7.9M | Buy |
37,529
+1,297
| +4% | +$273K | 6.29% | 2 |
|
|
2024
Q1 | $6.21M | Buy |
36,232
+1,343
| +4% | +$230K | 5.53% | 2 |
|
|
2023
Q4 | $6.72M | Buy |
34,889
+61
| +0.2% | +$11.7K | 6.06% | 4 |
|
|
2023
Q3 | $5.96M | Sell |
34,828
-67
| -0.2% | -$11.5K | 6.01% | 4 |
|
|
2023
Q2 | $6.77M | Sell |
34,895
-768
| -2% | -$149K | 7.36% | 3 |
|
|
2023
Q1 | $5.88M | Sell |
35,663
-634
| -2% | -$105K | 6.87% | 3 |
|
|
2022
Q4 | $4.72M | Sell |
36,297
-721
| -2% | -$93.7K | 5.17% | 3 |
|
|
2022
Q3 | $5.12M | Sell |
37,018
-830
| -2% | -$115K | 5.24% | 4 |
|
|
2022
Q2 | $5.18M | Sell |
37,848
-174
| -0.5% | -$23.8K | 4.57% | 4 |
|
|
2022
Q1 | $6.64M | Sell |
38,022
-1,708
| -4% | -$298K | 4.99% | 4 |
|
|
2021
Q4 | $7.06M | Sell |
39,730
-2,861
| -7% | -$508K | 5.12% | 3 |
|
|
2021
Q3 | $6.03M | Buy |
42,591
+392
| +0.9% | +$55.5K | 4.88% | 3 |
|
|
2021
Q2 | $5.78M | Sell |
42,199
-2,048
| -5% | -$281K | 4.69% | 3 |
|
|
2021
Q1 | $5.41M | Sell |
44,247
-6,599
| -13% | -$806K | 6.15% | 2 |
|
|
2020
Q4 | $6.75M | Sell |
50,846
-6,926
| -12% | -$919K | 7.85% | 2 |
|
|
2020
Q3 | $6.69M | Buy |
57,772
+42,621
| +281% | +$4.94M | 8.38% | 2 |
|
|
2020
Q2 | $6.83M | Sell |
15,151
-2,801
| -16% | -$1.26M | 8.57% | 2 |
|
|
2020
Q1 | $4.57M | Sell |
17,952
-373
| -2% | -$94.9K | 5.69% | 3 |
|
|
2019
Q4 | $5.38M | Buy |
+18,325
| New | +$5.38M | 5.72% | 3 |
|