IFS
Intelligent Financial Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
18,943
-1,075
| -5% | -$221K | 2.06% | 10 |
|
|
2025
Q1 | $4.45M | Sell |
20,018
-174
| -0.9% | -$38.7K | 2.32% | 7 |
|
|
2024
Q4 | $5.06M | Buy |
20,192
+1
| +0% | +$250 | 2.8% | 4 |
|
|
2024
Q3 | $4.7M | Buy |
20,191
+1
| +0% | +$233 | 2.59% | 6 |
|
|
2024
Q2 | $4.25M | Buy |
20,190
+1
| +0% | +$211 | 2.62% | 6 |
|
|
2024
Q1 | $3.46M | Buy |
20,189
+1
| +0% | +$171 | 2.15% | 9 |
|
|
2023
Q4 | $3.89M | Sell |
20,188
-375
| -2% | -$72.2K | 2.72% | 7 |
|
|
2023
Q3 | $3.52M | Buy |
20,563
+1
| +0% | +$171 | 2.61% | 8 |
|
|
2023
Q2 | $3.99M | Buy |
20,562
+9
| +0% | +$1.75K | 2.91% | 7 |
|
|
2023
Q1 | $3.39M | Buy |
20,553
+9
| +0% | +$1.48K | 2.66% | 9 |
|
|
2022
Q4 | $2.67M | Buy |
20,544
+456
| +2% | +$59.2K | 2.25% | 11 |
|
|
2022
Q3 | $2.78M | Buy |
20,088
+9
| +0% | +$1.24K | 2.91% | 11 |
|
|
2022
Q2 | $2.75M | Sell |
20,079
-1,090
| -5% | -$149K | 2.79% | 10 |
|
|
2022
Q1 | $3.7M | Sell |
21,169
-1,454
| -6% | -$254K | 3.6% | 8 |
|
|
2021
Q4 | $4.02M | Buy |
+22,623
| New | +$4.02M | 3.61% | 7 |
|