IWP
Insight Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
10,021
-39
| -0.4% | -$8K | 0.8% | 25 |
|
|
2025
Q1 | $2.23M | Buy |
10,060
+329
| +3% | +$73.1K | 0.37% | 21 |
|
|
2024
Q4 | $2.44M | Sell |
9,731
-1,576
| -14% | -$395K | 0.33% | 20 |
|
|
2024
Q3 | $2.63M | Buy |
11,307
+2,357
| +26% | +$549K | 0.52% | 17 |
|
|
2024
Q2 | $1.89M | Sell |
8,950
-436
| -5% | -$91.8K | 0.33% | 21 |
|
|
2024
Q1 | $1.61M | Buy |
9,386
+1,492
| +19% | +$256K | 0.28% | 23 |
|
|
2023
Q4 | $1.52M | Buy |
7,894
+925
| +13% | +$178K | 0.26% | 19 |
|
|
2023
Q3 | $1.19M | Buy |
6,969
+168
| +2% | +$28.8K | 0.23% | 23 |
|
|
2023
Q2 | $1.32M | Buy |
6,801
+1,242
| +22% | +$241K | 0.31% | 22 |
|
|
2023
Q1 | $917K | Buy |
5,559
+462
| +9% | +$76.2K | 0.21% | 26 |
|
|
2022
Q4 | $662K | Buy |
5,097
+226
| +5% | +$29.4K | 0.5% | 30 |
|
|
2022
Q3 | $673K | Sell |
4,871
-5
| -0.1% | -$691 | 0.64% | 28 |
|
|
2022
Q2 | $667K | Sell |
4,876
-1,262
| -21% | -$173K | 0.5% | 30 |
|
|
2022
Q1 | $1.07M | Sell |
6,138
-483
| -7% | -$84.4K | 0.6% | 23 |
|
|
2021
Q4 | $1.18M | Buy |
6,621
+2,311
| +54% | +$410K | 0.22% | 22 |
|
|
2021
Q3 | $610K | Sell |
4,310
-25
| -0.6% | -$3.54K | 0.33% | 36 |
|
|
2021
Q2 | $594K | Sell |
4,335
-588
| -12% | -$80.6K | 0.32% | 35 |
|
|
2021
Q1 | $601K | Sell |
4,923
-1,956
| -28% | -$239K | 0.3% | 33 |
|
|
2020
Q4 | $913K | Buy |
6,879
+75
| +1% | +$9.95K | 0.56% | 26 |
|
|
2020
Q3 | $788K | Buy |
6,804
+5,712
| +523% | +$662K | 0.75% | 24 |
|
|
2020
Q2 | $398K | Buy |
1,092
+177
| +19% | +$64.5K | 0.41% | 28 |
|
|
2020
Q1 | $233K | Hold |
915
| – | – | 0.3% | 32 |
|
|
2019
Q4 | $269K | Buy |
+915
| New | +$269K | 0.27% | 36 |
|