Intelligent Financial Strategies’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.89M Sell
2025
Q1
$4.45M Sell
2024
Q4
$5.06M Buy
2024
Q3
$4.7M Buy
2024
Q2
$4.25M Buy
2024
Q1
$3.46M Buy
2023
Q4
$3.89M Sell
2023
Q3
$3.52M Buy
2023
Q2
$3.99M Buy
2023
Q1
$3.39M Buy
2022
Q4
$2.67M Buy
2022
Q3
$2.78M Buy
2022
Q2
$2.75M Sell
2022
Q1
$3.7M Sell
2021
Q4
$4.02M Buy