IA
Insight Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
86,734
-7,489
| -8% | -$1.54M | 2.85% | 5 |
|
|
2025
Q1 | $20.9M | Sell |
94,223
-762
| -0.8% | -$169K | 3.64% | 3 |
|
|
2024
Q4 | $24M | Sell |
94,985
-1,480
| -2% | -$373K | 4.04% | 3 |
|
|
2024
Q3 | $22.5M | Sell |
96,465
-3,130
| -3% | -$729K | 3.87% | 3 |
|
|
2024
Q2 | $21M | Sell |
99,595
-3,352
| -3% | -$706K | 3.79% | 4 |
|
|
2024
Q1 | $17.7M | Sell |
102,947
-1,906
| -2% | -$327K | 3.39% | 3 |
|
|
2023
Q4 | $20.2M | Buy |
104,853
+549
| +0.5% | +$106K | 4.27% | 3 |
|
|
2023
Q3 | $17.9M | Sell |
104,304
-1,369
| -1% | -$234K | 4.08% | 3 |
|
|
2023
Q2 | $20.5M | Sell |
105,673
-2,536
| -2% | -$492K | 4.58% | 3 |
|
|
2023
Q1 | $17.8M | Sell |
108,209
-6,024
| -5% | -$993K | 4.19% | 3 |
|
|
2022
Q4 | $14.3M | Sell |
114,233
-3,588
| -3% | -$449K | 5% | 2 |
|
|
2022
Q3 | $16.3M | Sell |
117,821
-1,228
| -1% | -$170K | 6.4% | 1 |
|
|
2022
Q2 | $19.6M | Sell |
119,049
-8,441
| -7% | -$1.39M | 6.66% | 1 |
|
|
2022
Q1 | $22.3M | Sell |
127,490
-5,861
| -4% | -$1.02M | 6.67% | 1 |
|
|
2021
Q4 | $23.7M | Sell |
133,351
-5,328
| -4% | -$946K | 6.98% | 1 |
|
|
2021
Q3 | $20.9M | Buy |
138,679
+4,700
| +4% | +$710K | 6.25% | 1 |
|
|
2021
Q2 | $19.5M | Sell |
133,979
-2,837
| -2% | -$413K | 6.12% | 1 |
|
|
2021
Q1 | $18M | Buy |
136,816
+15,908
| +13% | +$2.09M | 5.7% | 1 |
|
|
2020
Q4 | $16M | Buy |
+120,908
| New | +$16M | 6.07% | 1 |
|