IFAM
Institutional & Family Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.6M | Buy |
50,422
+687
| +1% | +$145K | 1.62% | 11 |
|
|
2024
Q1 | $8.53M | Buy |
49,735
+42
| +0.1% | +$7.2K | 1.36% | 13 |
|
|
2023
Q4 | $9.57M | Sell |
49,693
-2,879
| -5% | -$554K | 1.57% | 11 |
|
|
2023
Q3 | $9M | Sell |
52,572
-210
| -0.4% | -$36K | 1.47% | 13 |
|
|
2023
Q2 | $10.2M | Buy |
52,782
+787
| +2% | +$153K | 1.67% | 9 |
|
|
2023
Q1 | $8.57M | Buy |
51,995
+2,168
| +4% | +$358K | 1.41% | 12 |
|
|
2022
Q4 | $6.47M | Sell |
49,827
-1,350
| -3% | -$175K | 1.07% | 13 |
|
|
2022
Q3 | $7.07M | Sell |
51,177
-4
| -0% | -$553 | 1.25% | 14 |
|
|
2022
Q2 | $7M | Buy |
51,181
+863
| +2% | +$118K | 1.21% | 14 |
|
|
2022
Q1 | $8.79M | Sell |
50,318
-857
| -2% | -$150K | 1.38% | 12 |
|
|
2021
Q4 | $9.09M | Sell |
51,175
-7,100
| -12% | -$1.26M | 1.42% | 12 |
|
|
2021
Q3 | $8.25M | Sell |
58,275
-2,717
| -4% | -$384K | 1.32% | 12 |
|
|
2021
Q2 | $8.35M | Buy |
60,992
+5,991
| +11% | +$820K | 1.38% | 12 |
|
|
2021
Q1 | $6.72M | Buy |
55,001
+945
| +2% | +$115K | 1.3% | 11 |
|
|
2020
Q4 | $7.17M | Sell |
54,056
-6,014
| -10% | -$798K | 1.51% | 11 |
|
|
2020
Q3 | $6.96M | Buy |
60,070
+35,810
| +148% | +$4.15M | 1.62% | 11 |
|
|
2020
Q2 | $8.85M | Sell |
24,260
-157
| -0.6% | -$57.3K | 1.83% | 9 |
|
|
2020
Q1 | $6.21M | Sell |
24,417
-1,080
| -4% | -$275K | 1.43% | 12 |
|
|
2019
Q4 | $7.49M | Sell |
25,497
-3,803
| -13% | -$1.12M | 1.58% | 12 |
|
|
2019
Q3 | $6.56M | Sell |
29,300
-537
| -2% | -$120K | 1.44% | 12 |
|
|
2019
Q2 | $5.91M | Sell |
29,837
-2,751
| -8% | -$544K | 1.28% | 12 |
|
|
2019
Q1 | $6.19M | Buy |
32,588
+534
| +2% | +$101K | 1.3% | 12 |
|
|
2018
Q4 | $5.06M | Sell |
32,054
-2,004
| -6% | -$316K | 1.13% | 14 |
|
|
2018
Q3 | $7.69M | Sell |
34,058
-2,951
| -8% | -$666K | 1.52% | 12 |
|
|
2018
Q2 | $6.85M | Sell |
37,009
-1,185
| -3% | -$219K | 1.43% | 12 |
|
|
2018
Q1 | $6.41M | Sell |
38,194
-5,320
| -12% | -$893K | 1.36% | 12 |
|
|
2017
Q4 | $7.36M | Buy |
43,514
+3,577
| +9% | +$605K | 1.41% | 8 |
|
|
2017
Q3 | $6.16M | Buy |
39,937
+2,719
| +7% | +$419K | 1.24% | 12 |
|
|
2017
Q2 | $5.36M | Sell |
37,218
-2,908
| -7% | -$419K | 1.31% | 11 |
|
|
2017
Q1 | $5.76M | Buy |
40,126
+299
| +0.8% | +$43K | 1.79% | 8 |
|
|
2016
Q4 | $4.61M | Buy |
39,827
+24,298
| +156% | +$2.81M | 1.45% | 13 |
|
|
2016
Q3 | $1.76M | Sell |
15,529
-25
| -0.2% | -$2.83K | 0.58% | 63 |
|
|
2016
Q2 | $1.49M | Buy |
15,554
+638
| +4% | +$61K | 0.52% | 66 |
|
|
2016
Q1 | $1.57M | Sell |
14,916
-724
| -5% | -$76.2K | 0.59% | 69 |
|
|
2015
Q4 | $1.65M | Buy |
+15,640
| New | +$1.65M | 0.62% | 69 |
|