Inspirion Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.1M | Sell |
54,564
-763
| -1% | -$218K | 1.84% | 16 |
|
|
2026
Q1 | $14M | Sell |
55,327
-161
| -0.3% | -$41.9K | 1.75% | 19 |
|
|
2025
Q4 | $15.1M | Sell |
55,488
-3,384
| -6% | -$908K | 1.85% | 17 |
|
|
2025
Q3 | $13.7M | Buy |
58,872
+1,326
| +2% | +$300K | 1.92% | 15 |
|
|
2025
Q2 | $11.8M | Buy |
57,546
+810
| +1% | +$164K | 1.56% | 17 |
|
|
2025
Q1 | $12.6M | Sell |
56,736
-532
| -0.9% | -$123K | 1.75% | 16 |
|
|
2024
Q4 | $13.9M | Sell |
57,268
-1,604
| -3% | -$378K | 1.94% | 15 |
|
|
2024
Q3 | $13.7M | Sell |
58,872
-145
| -0.2% | -$32.4K | 1.92% | 15 |
|
|
2024
Q2 | $12.4M | Sell |
59,017
-257
| -0.4% | -$47.9K | 1.9% | 15 |
|
|
2024
Q1 | $10.2M | Buy |
59,274
+482
| +0.8% | +$87.6K | 1.68% | 15 |
|
|
2023
Q4 | $10.9M | Sell |
58,792
-924
| -2% | -$171K | 1.97% | 14 |
|
|
2023
Q3 | $10.2M | Buy |
59,716
+387
| +0.7% | +$71K | 1.99% | 14 |
|
|
2023
Q2 | $11.5M | Buy |
59,329
+152
| +0.3% | +$26.5K | 2.2% | 15 |
|
|
2023
Q1 | $9.76M | Buy |
59,177
+427
| +0.7% | +$63K | 1.96% | 16 |
|
|
2022
Q4 | $7.63M | Sell |
58,750
-497
| -0.8% | -$71K | 1.62% | 15 |
|
|
2022
Q3 | $8.19M | Sell |
59,247
-247
| -0.4% | -$38.8K | 1.85% | 16 |
|
|
2022
Q2 | $8.13M | Buy |
59,494
+512
| +0.9% | +$77.5K | 1.79% | 16 |
|
|
2022
Q1 | $10.3M | Buy |
58,982
+1,373
| +2% | +$231K | 2.11% | 15 |
|
|
2021
Q4 | $10.2M | Sell |
57,609
-1,057
| -2% | -$167K | 2.16% | 12 |
|
|
2021
Q3 | $8.3M | Buy |
58,666
+2,566
| +5% | +$378K | 1.91% | 13 |
|
|
2021
Q2 | $7.68M | Sell |
56,100
-592
| -1% | -$76.7K | 1.89% | 11 |
|
|
2021
Q1 | $6.92M | Buy |
56,692
+112
| +0.2% | +$14.4K | 1.84% | 12 |
|
|
2020
Q4 | $7.51M | Buy |
56,580
+529
| +0.9% | +$63.6K | 2.11% | 12 |
|
|
2020
Q3 | $6.49M | Sell |
56,051
-1,237
| -2% | -$135K | 2.23% | 11 |
|
|
2020
Q2 | $5.22M | Sell |
57,288
-788
| -1% | -$61.1K | 2.05% | 11 |
|
|
2020
Q1 | $3.69M | Buy |
58,076
+424
| +0.7% | +$31.2K | 1.82% | 12 |
|
|
2019
Q4 | $4.23M | Sell |
57,652
-324
| -0.6% | -$20.8K | 1.43% | 16 |
|
|
2019
Q3 | $3.25M | Sell |
57,976
-988
| -2% | -$51.7K | 1.42% | 16 |
|
|
2019
Q2 | $2.92M | Buy |
58,964
+88
| +0.1% | +$4.29K | 1.26% | 16 |
|
|
2019
Q1 | $2.8M | Buy |
58,876
+1,520
| +3% | +$64.5K | 1.24% | 16 |
|
|
2018
Q4 | $2.26M | Buy |
57,356
+1,556
| +3% | +$75.4K | 1.13% | 17 |
|
|
2018
Q3 | $3.15M | Sell |
55,800
-788
| -1% | -$41K | 1.34% | 15 |
|
|
2018
Q2 | $2.62M | Sell |
56,588
-1,496
| -3% | -$67.8K | 1.23% | 15 |
|
|
2018
Q1 | $2.44M | Buy |
58,084
+2,652
| +5% | +$114K | 1.19% | 16 |
|
|
2017
Q4 | $2.35M | Buy |
55,432
+2,792
| +5% | +$117K | 1.14% | 17 |
|
|
2017
Q3 | $2.03M | Buy |
52,640
+16
| +0% | +$621 | 1.03% | 18 |
|
|
2017
Q2 | $1.9M | Buy |
52,624
+20
| +0% | +$739 | 1.03% | 18 |
|
|
2017
Q1 | $1.89M | Buy |
52,604
+1,668
| +3% | +$54.9K | 1.07% | 18 |
|
|
2016
Q4 | $1.48M | Buy |
50,936
+712
| +1% | +$20.2K | 0.94% | 21 |
|
|
2016
Q3 | $1.42M | Sell |
50,224
-1,496
| -3% | -$39.6K | 0.92% | 22 |
|
|
2016
Q2 | $1.24M | Buy |
51,720
+1,900
| +4% | +$47.2K | 0.81% | 23 |
|
|
2016
Q1 | $1.36M | Buy |
49,820
+6,060
| +14% | +$151K | 0.95% | 22 |
|
|
2015
Q4 | $1.15M | Sell |
43,760
-1,660
| -4% | -$47.4K | 0.85% | 21 |
|
|
2015
Q3 | $1.25M | Buy |
45,420
+2,664
| +6% | +$78.1K | 0.99% | 22 |
|
|
2015
Q2 | $1.34M | Buy |
42,756
+756
| +2% | +$24.2K | 0.99% | 21 |
|
|
2015
Q1 | $1.31M | Sell |
42,000
-3,400
| -7% | -$103K | 1.05% | 20 |
|
|
2014
Q4 | $1.25M | Buy |
+45,400
| New | +$1.24M | 1.16% | 20 |
|
Other funds holding AAPL
CRM
CNB
P
WT
QCM