IDA
Intelligence Driven Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
73,767
+3,891
| +6% | +$798K | 2.28% | 15 |
|
|
2025
Q1 | $15.5M | Sell |
69,876
-2,491
| -3% | -$553K | 2.99% | 12 |
|
|
2024
Q4 | $18.1M | Sell |
72,367
-180
| -0.2% | -$45.1K | 3.41% | 10 |
|
|
2024
Q3 | $16.9M | Buy |
72,547
+1,734
| +2% | +$404K | 2.42% | 13 |
|
|
2024
Q2 | $14.9M | Buy |
70,813
+5,010
| +8% | +$1.06M | 2.11% | 13 |
|
|
2024
Q1 | $11.3M | Sell |
65,803
-1,796
| -3% | -$308K | 1.67% | 13 |
|
|
2023
Q4 | $12.5M | Sell |
67,599
-631
| -0.9% | -$116K | 2.01% | 12 |
|
|
2023
Q3 | $11.8M | Sell |
68,230
-573
| -0.8% | -$99.5K | 2.1% | 14 |
|
|
2023
Q2 | $13.2M | Buy |
68,803
+2,543
| +4% | +$488K | 2.31% | 14 |
|
|
2023
Q1 | $10.9M | Sell |
66,260
-2,885
| -4% | -$472K | 1.95% | 17 |
|
|
2022
Q4 | $8.96M | Sell |
69,145
-538
| -0.8% | -$69.7K | 1.64% | 19 |
|
|
2022
Q3 | $10.1M | Buy |
69,683
+695
| +1% | +$101K | 2.04% | 16 |
|
|
2022
Q2 | $9.86M | Sell |
68,988
-3,331
| -5% | -$476K | 1.93% | 19 |
|
|
2022
Q1 | $12.4M | Sell |
72,319
-4,349
| -6% | -$749K | 2.27% | 13 |
|
|
2021
Q4 | $12.3M | Buy |
76,668
+658
| +0.9% | +$105K | 2.25% | 15 |
|
|
2021
Q3 | $10.7M | Sell |
76,010
-3,690
| -5% | -$521K | 2.41% | 16 |
|
|
2021
Q2 | $10.9M | Buy |
79,700
+8,944
| +13% | +$1.23M | 2.12% | 18 |
|
|
2021
Q1 | $8.64M | Sell |
70,756
-45,229
| -39% | -$5.52M | 1.94% | 20 |
|
|
2020
Q4 | $15.4M | Sell |
115,985
-4,489
| -4% | -$596K | 3.45% | 10 |
|
|
2020
Q3 | $14M | Buy |
120,474
+88,917
| +282% | +$10.3M | 3.27% | 13 |
|
|
2020
Q2 | $11.5M | Sell |
31,557
-1,025
| -3% | -$374K | 4.07% | 7 |
|
|
2020
Q1 | $8.29M | Buy |
32,582
+1,671
| +5% | +$425K | 3.84% | 7 |
|
|
2019
Q4 | $9.08M | Sell |
30,911
-2,368
| -7% | -$695K | 4.12% | 7 |
|
|
2019
Q3 | $7.45M | Sell |
33,279
-404
| -1% | -$90.5K | 3.53% | 8 |
|
|
2019
Q2 | $6.67M | Sell |
33,683
-686
| -2% | -$136K | 3.17% | 10 |
|
|
2019
Q1 | $6.53M | Sell |
34,369
-1,924
| -5% | -$365K | 3.57% | 8 |
|
|
2018
Q4 | $5.73M | Buy |
+36,293
| New | +$5.73M | 3.62% | 9 |
|