Institute for Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Sell |
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|
2025
Q1 | $28.4M | Buy |
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|
2024
Q4 | $31.7M | Sell |
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|
2024
Q3 | $29.8M | Sell |
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|
2024
Q2 | $27M | Buy |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $23.6M | Sell |
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|
2023
Q3 | $21.5M | Sell |
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|
2023
Q2 | $24.7M | Sell |
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|
2023
Q1 | $21.2M | Sell |
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|
2022
Q4 | $16.9M | Sell |
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|
2022
Q3 | $18.6M | Sell |
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|
2022
Q2 | $18.5M | Sell |
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|
2022
Q1 | $23.7M | Sell |
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|
2021
Q4 | $24.2M | Sell |
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|
2021
Q3 | $19.4M | Sell |
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|
2021
Q2 | $18.9M | Buy |
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|
2021
Q1 | $16.7M | Buy |
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|
2020
Q4 | $18M | Buy |
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|
2020
Q3 | $15.7M | Sell |
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|
2020
Q2 | $12.8M | Buy |
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|
2020
Q1 | $8.68M | Sell |
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|
2019
Q4 | $10.3M | Sell |
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|
2019
Q3 | $7.89M | Sell |
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|
2019
Q2 | $9.16M | Sell |
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|
2019
Q1 | $19.2M | Buy |
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|
2018
Q4 | $8.57M | Buy |
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|
2018
Q3 | $11.9M | Sell |
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|
2018
Q2 | $10.2M | Sell |
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|
2018
Q1 | $9.13M | Sell |
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|
2017
Q4 | $10.7M | Buy |
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|
2017
Q3 | $8.95M | Buy |
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|
2017
Q2 | $7.8M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $4K | Buy |
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