IIA
Integral Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87M | Buy |
43,214
+1,452
| +3% | +$298K | 2.53% | 14 |
|
|
2025
Q1 | $9.28M | Buy |
41,762
+1,814
| +5% | +$403K | 2.96% | 12 |
|
|
2024
Q4 | $10M | Buy |
39,948
+489
| +1% | +$122K | 3.24% | 10 |
|
|
2024
Q3 | $9.19M | Sell |
39,459
-366
| -0.9% | -$85.3K | 3.08% | 10 |
|
|
2024
Q2 | $8.53M | Buy |
39,825
+181
| +0.5% | +$38.8K | 3.14% | 10 |
|
|
2024
Q1 | $6.87M | Buy |
39,644
+26,606
| +204% | +$4.61M | 2.84% | 12 |
|
|
2023
Q4 | $2.51M | Sell |
13,038
-1,598
| -11% | -$308K | 1.6% | 17 |
|
|
2023
Q3 | $2.51M | Buy |
14,636
+1,154
| +9% | +$198K | 1.75% | 16 |
|
|
2023
Q2 | $2.62M | Sell |
13,482
-3,370
| -20% | -$654K | 1.75% | 15 |
|
|
2023
Q1 | $2.78M | Buy |
16,852
+4,974
| +42% | +$820K | 1.99% | 14 |
|
|
2022
Q4 | $1.54M | Sell |
11,878
-388
| -3% | -$50.4K | 1.2% | 16 |
|
|
2022
Q3 | $1.7M | Sell |
12,266
-626
| -5% | -$86.5K | 1.39% | 18 |
|
|
2022
Q2 | $1.76M | Sell |
12,892
-10,146
| -44% | -$1.39M | 1.5% | 18 |
|
|
2022
Q1 | $4.02M | Buy |
23,038
+9,629
| +72% | +$1.68M | 2.52% | 11 |
|
|
2021
Q4 | $2.38M | Buy |
+13,409
| New | +$2.38M | 1.71% | 19 |
|