IWS
Insight Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Buy |
37,946
+936
| +3% | +$195K | 1% | 26 |
|
|
2025
Q1 | $8.22M | Sell |
37,010
-981
| -3% | -$218K | 1.11% | 25 |
|
|
2024
Q4 | $9.51M | Sell |
37,991
-19,963
| -34% | -$5M | 1.28% | 21 |
|
|
2024
Q3 | $13.5M | Sell |
57,954
-847
| -1% | -$197K | 1.78% | 14 |
|
|
2024
Q2 | $12.4M | Sell |
58,801
-1,384
| -2% | -$291K | 1.76% | 16 |
|
|
2024
Q1 | $10.3M | Buy |
60,185
+18,224
| +43% | +$3.13M | 1.52% | 19 |
|
|
2023
Q4 | $8.08M | Buy |
41,961
+4,919
| +13% | +$947K | 1.3% | 21 |
|
|
2023
Q3 | $6.34M | Buy |
37,042
+1,184
| +3% | +$203K | 1.23% | 19 |
|
|
2023
Q2 | $6.96M | Sell |
35,858
-247
| -0.7% | -$47.9K | 1.33% | 18 |
|
|
2023
Q1 | $5.95M | Buy |
36,105
+333
| +0.9% | +$54.9K | 1.17% | 18 |
|
|
2022
Q4 | $4.65M | Sell |
35,772
-26,914
| -43% | -$3.5M | 0.9% | 21 |
|
|
2022
Q3 | $8.57M | Hold |
62,686
| – | – | 1.59% | 19 |
|
|
2022
Q2 | $8.57M | Sell |
62,686
-1,866
| -3% | -$255K | 1.59% | 19 |
|
|
2022
Q1 | $11.3M | Buy |
64,552
+1,195
| +2% | +$209K | 1.66% | 20 |
|
|
2021
Q4 | $11.3M | Sell |
63,357
-351
| -0.6% | -$62.3K | 1.6% | 22 |
|
|
2021
Q3 | $9.02M | Sell |
63,708
-1,795
| -3% | -$254K | 1.27% | 22 |
|
|
2021
Q2 | $8.97M | Sell |
65,503
-13,006
| -17% | -$1.78M | 1.28% | 22 |
|
|
2021
Q1 | $9.59M | Buy |
78,509
+9,253
| +13% | +$1.13M | 1.29% | 22 |
|
|
2020
Q4 | $9.19M | Buy |
69,256
+909
| +1% | +$121K | 1.56% | 21 |
|
|
2020
Q3 | $7.92M | Buy |
68,347
+53,325
| +355% | +$6.18M | 1.47% | 21 |
|
|
2020
Q2 | $5.48M | Sell |
15,022
-2,440
| -14% | -$890K | 1.22% | 21 |
|
|
2020
Q1 | $4.44M | Sell |
17,462
-22,814
| -57% | -$5.8M | 1.18% | 21 |
|
|
2019
Q4 | $11.8M | Buy |
40,276
+161
| +0.4% | +$47.3K | 2.5% | 11 |
|
|
2019
Q3 | $8.99M | Buy |
40,115
+4,325
| +12% | +$969K | 2.11% | 13 |
|
|
2019
Q2 | $7.08M | Buy |
35,790
+6,380
| +22% | +$1.26M | 1.73% | 16 |
|
|
2019
Q1 | $5.59M | Buy |
29,410
+3,946
| +15% | +$749K | 1.56% | 16 |
|
|
2018
Q4 | $4.02M | Buy |
+25,464
| New | +$4.02M | 1.23% | 18 |
|