IA
Inspire Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
21,001
+778
| +4% | +$160K | 0.45% | 24 |
|
|
2025
Q1 | $4.49M | Buy |
20,223
+4,904
| +32% | +$1.09M | 0.52% | 20 |
|
|
2024
Q4 | $3.84M | Buy |
15,319
+340
| +2% | +$85.1K | 0.47% | 22 |
|
|
2024
Q3 | $3.49M | Buy |
14,979
+1,112
| +8% | +$259K | 0.42% | 24 |
|
|
2024
Q2 | $2.92M | Buy |
13,867
+384
| +3% | +$80.9K | 0.39% | 21 |
|
|
2024
Q1 | $2.31M | Sell |
13,483
-531
| -4% | -$91.1K | 0.32% | 24 |
|
|
2023
Q4 | $2.7M | Buy |
14,014
+609
| +5% | +$117K | 0.41% | 20 |
|
|
2023
Q3 | $2.3M | Buy |
13,405
+4,015
| +43% | +$687K | 0.41% | 25 |
|
|
2023
Q2 | $1.82M | Sell |
9,390
-1,047
| -10% | -$203K | 0.35% | 21 |
|
|
2023
Q1 | $1.72M | Buy |
10,437
+774
| +8% | +$128K | 0.39% | 13 |
|
|
2022
Q4 | $1.26M | Sell |
9,663
-341
| -3% | -$44.3K | 0.32% | 16 |
|
|
2022
Q3 | $1.38M | Sell |
10,004
-754
| -7% | -$104K | 0.38% | 14 |
|
|
2022
Q2 | $1.47M | Buy |
10,758
+3,619
| +51% | +$495K | 0.41% | 13 |
|
|
2022
Q1 | $1.25M | Buy |
7,139
+2,177
| +44% | +$380K | 0.35% | 10 |
|
|
2021
Q4 | $881K | Buy |
4,962
+835
| +20% | +$148K | 0.25% | 16 |
|
|
2021
Q3 | $584K | Buy |
4,127
+552
| +15% | +$78.1K | 0.18% | 22 |
|
|
2021
Q2 | $490K | Buy |
3,575
+54
| +2% | +$7.4K | 0.16% | 30 |
|
|
2021
Q1 | $430K | Sell |
3,521
-791
| -18% | -$96.6K | 0.16% | 33 |
|
|
2020
Q4 | $572K | Buy |
+4,312
| New | +$572K | 0.21% | 21 |
|