IWM
Integris Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46M | Buy |
41,241
+656
| +2% | +$135K | 2.21% | 13 |
|
|
2025
Q1 | $9.02M | Sell |
40,585
-254
| -0.6% | -$56.4K | 2.57% | 11 |
|
|
2024
Q4 | $10.2M | Buy |
40,839
+656
| +2% | +$164K | 2.88% | 11 |
|
|
2024
Q3 | $9.36M | Buy |
40,183
+570
| +1% | +$133K | 2.62% | 12 |
|
|
2024
Q2 | $8.34M | Sell |
39,613
-561
| -1% | -$118K | 2.41% | 14 |
|
|
2024
Q1 | $6.89M | Buy |
40,174
+212
| +0.5% | +$36.4K | 1.9% | 15 |
|
|
2023
Q4 | $7.69M | Buy |
39,962
+1,377
| +4% | +$265K | 2.28% | 14 |
|
|
2023
Q3 | $6.61M | Buy |
38,585
+20,977
| +119% | +$3.59M | 2.17% | 15 |
|
|
2023
Q2 | $3.42M | Sell |
17,608
-178
| -1% | -$34.5K | 1.21% | 17 |
|
|
2023
Q1 | $2.93M | Sell |
17,786
-3,962
| -18% | -$653K | 1.08% | 18 |
|
|
2022
Q4 | $2.83M | Buy |
+21,748
| New | +$2.83M | 1.1% | 17 |
|