IFWM
Institute for Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Sell |
125,768
-1,908
| -1% | -$391K | 2.88% | 2 |
|
|
2025
Q1 | $28.4M | Buy |
127,676
+906
| +0.7% | +$201K | 3.64% | 2 |
|
|
2024
Q4 | $31.7M | Sell |
126,770
-1,135
| -0.9% | -$284K | 3.98% | 2 |
|
|
2024
Q3 | $29.8M | Sell |
127,905
-477
| -0.4% | -$111K | 3.76% | 2 |
|
|
2024
Q2 | $27M | Buy |
128,382
+3,476
| +3% | +$732K | 3.62% | 2 |
|
|
2024
Q1 | $21.4M | Buy |
124,906
+2,246
| +2% | +$385K | 2.76% | 3 |
|
|
2023
Q4 | $23.6M | Sell |
122,660
-2,830
| -2% | -$545K | 3.83% | 2 |
|
|
2023
Q3 | $21.5M | Sell |
125,490
-2,021
| -2% | -$346K | 3.87% | 2 |
|
|
2023
Q2 | $24.7M | Sell |
127,511
-915
| -0.7% | -$177K | 4.17% | 2 |
|
|
2023
Q1 | $21.2M | Sell |
128,426
-1,681
| -1% | -$277K | 4.04% | 2 |
|
|
2022
Q4 | $16.9M | Sell |
130,107
-4,274
| -3% | -$555K | 3.55% | 1 |
|
|
2022
Q3 | $18.6M | Sell |
134,381
-592
| -0.4% | -$81.8K | 4.17% | 1 |
|
|
2022
Q2 | $18.5M | Sell |
134,973
-982
| -0.7% | -$134K | 3.62% | 1 |
|
|
2022
Q1 | $23.7M | Sell |
135,955
-587
| -0.4% | -$102K | 3.84% | 1 |
|
|
2021
Q4 | $24.2M | Sell |
136,542
-779
| -0.6% | -$138K | 3.95% | 1 |
|
|
2021
Q3 | $19.4M | Sell |
137,321
-912
| -0.7% | -$129K | 3.41% | 1 |
|
|
2021
Q2 | $18.9M | Buy |
138,233
+1,728
| +1% | +$237K | 3.32% | 1 |
|
|
2021
Q1 | $16.7M | Buy |
136,505
+525
| +0.4% | +$64.1K | 3.17% | 1 |
|
|
2020
Q4 | $18M | Buy |
135,980
+285
| +0.2% | +$37.8K | 3.59% | 1 |
|
|
2020
Q3 | $15.7M | Buy |
135,695
+100,574
| +286% | +$11.6M | 3.59% | 1 |
|
|
2020
Q2 | $12.8M | Buy |
35,121
+988
| +3% | +$360K | 3.14% | 1 |
|
|
2020
Q1 | $8.68M | Sell |
34,133
-836
| -2% | -$213K | 2.68% | 2 |
|
|
2019
Q4 | $10.3M | Sell |
34,969
-282
| -0.8% | -$82.8K | 2.32% | 1 |
|
|
2019
Q3 | $7.9M | Sell |
35,251
-11,044
| -24% | -$2.47M | 1.99% | 2 |
|
|
2019
Q2 | $9.16M | Sell |
46,295
-172,091
| -79% | -$34.1M | 2.03% | 2 |
|
|
2019
Q1 | $19.2M | Buy |
218,386
+164,081
| +302% | +$14.4M | 4.18% | 1 |
|
|
2018
Q4 | $8.57M | Buy |
54,305
+166
| +0.3% | +$26.2K | 3.52% | 1 |
|
|
2018
Q3 | $11.9M | Sell |
54,139
-941
| -2% | -$207K | 4.03% | 1 |
|
|
2018
Q2 | $10.2M | Sell |
55,080
-105
| -0.2% | -$19.5K | 3.25% | 2 |
|
|
2018
Q1 | $9.13M | Sell |
55,185
-8,078
| -13% | -$1.34M | 2.69% | 2 |
|
|
2017
Q4 | $10.7M | Buy |
63,263
+5,140
| +9% | +$872K | 2.48% | 3 |
|
|
2017
Q3 | $8.95M | Buy |
58,123
+3,811
| +7% | +$587K | 2.91% | 2 |
|
|
2017
Q2 | $7.81M | Buy |
+54,312
| New | +$7.81M | 2.15% | 2 |
|
|
2013
Q3 | – | Sell |
-10
| Closed | -$4K | – | 68 |
|
|
2013
Q2 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 99 |
|