IWA
Inspirion Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
57,546
+810
| +1% | +$166K | 1.56% | 17 |
|
|
2025
Q1 | $12.6M | Sell |
56,736
-532
| -0.9% | -$118K | 1.75% | 16 |
|
|
2024
Q4 | $13.9M | Sell |
57,268
-1,604
| -3% | -$389K | 1.94% | 15 |
|
|
2024
Q3 | $13.7M | Sell |
58,872
-145
| -0.2% | -$33.8K | 1.92% | 15 |
|
|
2024
Q2 | $12.4M | Sell |
59,017
-257
| -0.4% | -$54.1K | 1.9% | 15 |
|
|
2024
Q1 | $10.2M | Buy |
59,274
+482
| +0.8% | +$82.7K | 1.68% | 15 |
|
|
2023
Q4 | $10.9M | Sell |
58,792
-924
| -2% | -$172K | 1.97% | 14 |
|
|
2023
Q3 | $10.2M | Buy |
59,716
+387
| +0.7% | +$66.3K | 1.99% | 14 |
|
|
2023
Q2 | $11.5M | Buy |
59,329
+152
| +0.3% | +$29.5K | 2.2% | 15 |
|
|
2023
Q1 | $9.76M | Buy |
59,177
+427
| +0.7% | +$70.4K | 1.96% | 16 |
|
|
2022
Q4 | $7.63M | Sell |
58,750
-497
| -0.8% | -$64.6K | 1.62% | 15 |
|
|
2022
Q3 | $8.19M | Sell |
59,247
-247
| -0.4% | -$34.1K | 1.85% | 16 |
|
|
2022
Q2 | $8.13M | Buy |
59,494
+512
| +0.9% | +$70K | 1.79% | 16 |
|
|
2022
Q1 | $10.3M | Buy |
58,982
+1,373
| +2% | +$240K | 2.11% | 15 |
|
|
2021
Q4 | $10.2M | Sell |
57,609
-1,057
| -2% | -$188K | 2.16% | 12 |
|
|
2021
Q3 | $8.3M | Buy |
58,666
+2,566
| +5% | +$363K | 1.91% | 13 |
|
|
2021
Q2 | $7.68M | Sell |
56,100
-592
| -1% | -$81.1K | 1.89% | 11 |
|
|
2021
Q1 | $6.93M | Buy |
56,692
+112
| +0.2% | +$13.7K | 1.84% | 12 |
|
|
2020
Q4 | $7.51M | Buy |
56,580
+529
| +0.9% | +$70.2K | 2.11% | 12 |
|
|
2020
Q3 | $6.49M | Buy |
56,051
+41,729
| +291% | +$4.83M | 2.23% | 11 |
|
|
2020
Q2 | $5.23M | Sell |
14,322
-197
| -1% | -$71.9K | 2.05% | 11 |
|
|
2020
Q1 | $3.69M | Buy |
14,519
+106
| +0.7% | +$27K | 1.82% | 12 |
|
|
2019
Q4 | $4.23M | Sell |
14,413
-81
| -0.6% | -$23.8K | 1.43% | 16 |
|
|
2019
Q3 | $3.25M | Sell |
14,494
-247
| -2% | -$55.3K | 1.42% | 16 |
|
|
2019
Q2 | $2.92M | Buy |
14,741
+22
| +0.1% | +$4.35K | 1.26% | 16 |
|
|
2019
Q1 | $2.8M | Buy |
14,719
+380
| +3% | +$72.2K | 1.24% | 16 |
|
|
2018
Q4 | $2.26M | Buy |
14,339
+389
| +3% | +$61.4K | 1.13% | 17 |
|
|
2018
Q3 | $3.15M | Sell |
13,950
-197
| -1% | -$44.5K | 1.34% | 15 |
|
|
2018
Q2 | $2.62M | Sell |
14,147
-374
| -3% | -$69.2K | 1.23% | 15 |
|
|
2018
Q1 | $2.44M | Buy |
14,521
+663
| +5% | +$111K | 1.19% | 16 |
|
|
2017
Q4 | $2.35M | Buy |
13,858
+698
| +5% | +$118K | 1.14% | 17 |
|
|
2017
Q3 | $2.03M | Buy |
13,160
+4
| +0% | +$616 | 1.03% | 18 |
|
|
2017
Q2 | $1.9M | Buy |
13,156
+5
| +0% | +$720 | 1.03% | 18 |
|
|
2017
Q1 | $1.89M | Buy |
13,151
+417
| +3% | +$59.9K | 1.07% | 18 |
|
|
2016
Q4 | $1.48M | Buy |
12,734
+178
| +1% | +$20.6K | 0.94% | 21 |
|
|
2016
Q3 | $1.42M | Sell |
12,556
-374
| -3% | -$42.3K | 0.92% | 22 |
|
|
2016
Q2 | $1.24M | Buy |
12,930
+475
| +4% | +$45.4K | 0.81% | 23 |
|
|
2016
Q1 | $1.36M | Buy |
12,455
+1,515
| +14% | +$165K | 0.95% | 22 |
|
|
2015
Q4 | $1.15M | Sell |
10,940
-415
| -4% | -$43.7K | 0.85% | 21 |
|
|
2015
Q3 | $1.25M | Buy |
11,355
+666
| +6% | +$73.4K | 0.99% | 22 |
|
|
2015
Q2 | $1.34M | Buy |
10,689
+189
| +2% | +$23.7K | 0.99% | 21 |
|
|
2015
Q1 | $1.31M | Sell |
10,500
-850
| -7% | -$106K | 1.05% | 20 |
|
|
2014
Q4 | $1.25M | Buy |
+11,350
| New | +$1.25M | 1.16% | 20 |
|