IPW
Inlet Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
84,185
-50
| -0.1% | -$10.3K | 4.24% | 2 |
|
|
2025
Q1 | $18.7M | Sell |
84,235
-850
| -1% | -$189K | 4.86% | 1 |
|
|
2024
Q4 | $21.3M | Sell |
85,085
-4,502
| -5% | -$1.13M | 5.64% | 1 |
|
|
2024
Q3 | $20.9M | Sell |
89,587
-266
| -0.3% | -$62K | 5.3% | 1 |
|
|
2024
Q2 | $18.9M | Buy |
89,853
+144
| +0.2% | +$30.3K | 5.18% | 1 |
|
|
2024
Q1 | $15.4M | Hold |
89,709
| – | – | 4.3% | 2 |
|
|
2023
Q4 | $17.3M | Sell |
89,709
-2,072
| -2% | -$399K | 5.29% | 1 |
|
|
2023
Q3 | $15.7M | Sell |
91,781
-35,197
| -28% | -$6.03M | 5.17% | 1 |
|
|
2023
Q2 | $24.6M | Sell |
126,978
-4,660
| -4% | -$904K | 6.21% | 2 |
|
|
2023
Q1 | $21.7M | Sell |
131,638
-1,923
| -1% | -$317K | 5.65% | 2 |
|
|
2022
Q4 | $17.4M | Sell |
133,561
-887
| -0.7% | -$115K | 4.46% | 2 |
|
|
2022
Q3 | $18.6M | Sell |
134,448
-762
| -0.6% | -$105K | 5.54% | 2 |
|
|
2022
Q2 | $18.5M | Sell |
135,210
-196
| -0.1% | -$26.8K | 5.28% | 2 |
|
|
2022
Q1 | $23.6M | Sell |
135,406
-3,456
| -2% | -$603K | 5.91% | 2 |
|
|
2021
Q4 | $24.7M | Sell |
138,862
-392
| -0.3% | -$69.6K | 5.98% | 2 |
|
|
2021
Q3 | $19.7M | Sell |
139,254
-100
| -0.1% | -$14.2K | 5.28% | 2 |
|
|
2021
Q2 | $19.1M | Buy |
139,354
+39
| +0% | +$5.34K | 5% | 2 |
|
|
2021
Q1 | $17M | Sell |
139,315
-366
| -0.3% | -$44.7K | 4.87% | 2 |
|
|
2020
Q4 | $18.5M | Sell |
139,681
-915
| -0.7% | -$121K | 6.06% | 2 |
|
|
2020
Q3 | $16.3M | Buy |
140,596
+103,844
| +283% | +$12M | 6.35% | 1 |
|
|
2020
Q2 | $13.4M | Buy |
36,752
+726
| +2% | +$265K | 5.35% | 2 |
|
|
2020
Q1 | $9.16M | Sell |
36,026
-421
| -1% | -$107K | 4.25% | 2 |
|
|
2019
Q4 | $10.7M | Sell |
36,447
-277
| -0.8% | -$81.3K | 3.54% | 2 |
|
|
2019
Q3 | $8.23M | Buy |
36,724
+689
| +2% | +$154K | 3.05% | 2 |
|
|
2019
Q2 | $7.33M | Buy |
36,035
+4,365
| +14% | +$887K | 2.63% | 3 |
|
|
2019
Q1 | $6.02M | Buy |
31,670
+8,414
| +36% | +$1.6M | 2.42% | 3 |
|
|
2018
Q4 | $3.67M | Buy |
+23,256
| New | +$3.67M | 1.97% | 6 |
|