IWS
Integrity Wealth Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
15,297
-104
| -0.7% | -$21.3K | 1.53% | 22 |
|
|
2025
Q1 | $3.42M | Sell |
15,401
-121
| -0.8% | -$26.9K | 1.85% | 18 |
|
|
2024
Q4 | $3.89M | Sell |
15,522
-1,035
| -6% | -$259K | 2.18% | 13 |
|
|
2024
Q3 | $3.86M | Sell |
16,557
-46
| -0.3% | -$10.7K | 2.25% | 13 |
|
|
2024
Q2 | $3.5M | Sell |
16,603
-3,043
| -15% | -$641K | 2.27% | 13 |
|
|
2024
Q1 | $3.37M | Sell |
19,646
-265
| -1% | -$45.4K | 2.2% | 13 |
|
|
2023
Q4 | $3.83M | Buy |
+19,911
| New | +$3.83M | 2.65% | 10 |
|