Institute for Wealth Management’s APA Corp APA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $349K | Buy |
8,219
+39
| +0.5% | +$1.18K | 0.04% | 391 |
|
|
2025
Q4 | $200K | Buy |
+8,180
| New | +$198K | 0.02% | 527 |
|
|
2024
Q4 | – | Sell |
-13,236
| Closed | -$324K | – | 512 |
|
|
2024
Q3 | $324K | Sell |
13,236
-759
| -5% | -$21.3K | 0.04% | 398 |
|
|
2024
Q2 | $412K | Hold |
13,995
| – | – | 0.06% | 322 |
|
|
2024
Q1 | $481K | Buy |
13,995
+4,780
| +52% | +$151K | 0.06% | 298 |
|
|
2023
Q4 | $331K | Buy |
9,215
+709
| +8% | +$26.8K | 0.05% | 350 |
|
|
2023
Q3 | $350K | Hold |
8,506
| – | – | 0.06% | 316 |
|
|
2023
Q2 | $291K | Sell |
8,506
-110
| -1% | -$3.84K | 0.05% | 368 |
|
|
2023
Q1 | $311K | Hold |
8,616
| – | – | 0.06% | 340 |
|
|
2022
Q4 | $402K | Sell |
8,616
-192
| -2% | -$8.59K | 0.09% | 298 |
|
|
2022
Q3 | $301K | Hold |
8,808
| – | – | 0.07% | 336 |
|
|
2022
Q2 | $307K | Hold |
8,808
| – | – | 0.06% | 387 |
|
|
2022
Q1 | $364K | Buy |
8,808
+226
| +3% | +$7.89K | 0.06% | 364 |
|
|
2021
Q4 | $231K | Buy |
+8,582
| New | +$228K | 0.04% | 438 |
|
|
2018
Q4 | – | Sell |
-11,599
| Closed | -$542K | – | 269 |
|
|
2018
Q3 | $542K | Sell |
11,599
-35
| -0.3% | -$1.57K | 0.18% | 155 |
|
|
2018
Q2 | $541K | Buy |
11,634
+519
| +5% | +$21.5K | 0.17% | 158 |
|
|
2018
Q1 | $449K | Sell |
11,115
-623
| -5% | -$25.1K | 0.13% | 208 |
|
|
2017
Q4 | $484K | Buy |
11,738
+1,048
| +10% | +$44.1K | 0.11% | 229 |
|
|
2017
Q3 | $487K | Buy |
10,690
+554
| +5% | +$24.4K | 0.16% | 186 |
|
|
2017
Q2 | $480K | Buy |
+10,136
| New | +$500K | 0.13% | 233 |
|
Other funds holding APA
VCM
VPM
