IAN
Integrated Advisors Network’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5M | Buy |
245,955
+371
| +0.2% | +$76.1K | 2.28% | 3 |
|
|
2025
Q1 | $54.6M | Sell |
245,584
-28,520
| -10% | -$6.34M | 2.75% | 3 |
|
|
2024
Q4 | $68.6M | Buy |
274,104
+15,944
| +6% | +$3.99M | 3.28% | 3 |
|
|
2024
Q3 | $60.2M | Sell |
258,160
-3,384
| -1% | -$788K | 2.84% | 3 |
|
|
2024
Q2 | $55.1M | Buy |
261,544
+20,684
| +9% | +$4.36M | 2.82% | 3 |
|
|
2024
Q1 | $41.3M | Sell |
240,860
-13,605
| -5% | -$2.33M | 2.1% | 4 |
|
|
2023
Q4 | $49M | Sell |
254,465
-198
| -0.1% | -$38.1K | 2.77% | 3 |
|
|
2023
Q3 | $43.6M | Sell |
254,663
-5,910
| -2% | -$1.01M | 2.67% | 3 |
|
|
2023
Q2 | $50.5M | Sell |
260,573
-33,198
| -11% | -$6.44M | 2.91% | 3 |
|
|
2023
Q1 | $48.4M | Buy |
293,771
+4,351
| +2% | +$717K | 2.91% | 3 |
|
|
2022
Q4 | $37.6M | Sell |
289,420
-8,318
| -3% | -$1.08M | 2.42% | 2 |
|
|
2022
Q3 | $41.1M | Buy |
297,738
+32,482
| +12% | +$4.49M | 2.8% | 3 |
|
|
2022
Q2 | $36.3M | Buy |
265,256
+15,319
| +6% | +$2.09M | 2.36% | 3 |
|
|
2022
Q1 | $43.6M | Buy |
249,937
+24,173
| +11% | +$4.22M | 2.56% | 3 |
|
|
2021
Q4 | $40.1M | Buy |
225,764
+2,986
| +1% | +$530K | 2.36% | 3 |
|
|
2021
Q3 | $31.5M | Buy |
222,778
+15,946
| +8% | +$2.26M | 2.09% | 4 |
|
|
2021
Q2 | $28.3M | Buy |
206,832
+4,066
| +2% | +$557K | 2.08% | 4 |
|
|
2021
Q1 | $24.8M | Buy |
202,766
+17,214
| +9% | +$2.1M | 2.26% | 4 |
|
|
2020
Q4 | $24.6M | Buy |
185,552
+3,654
| +2% | +$485K | 2.7% | 3 |
|
|
2020
Q3 | $21.1M | Buy |
181,898
+113,186
| +165% | +$13.1M | 2.66% | 2 |
|
|
2020
Q2 | $25.1M | Buy |
68,712
+30,678
| +81% | +$11.2M | 2.94% | 2 |
|
|
2020
Q1 | $9.67M | Sell |
38,034
-36,504
| -49% | -$9.28M | 1.89% | 8 |
|
|
2019
Q4 | $21.9M | Buy |
+74,538
| New | +$21.9M | 2.95% | 2 |
|