IFA
Interactive Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
8,107
+11
| +0.1% | +$2.26K | 0.81% | 31 |
|
|
2025
Q1 | $1.8M | Hold |
8,096
| – | – | 0.95% | 28 |
|
|
2024
Q4 | $2.03M | Hold |
8,096
| – | – | 1.06% | 27 |
|
|
2024
Q3 | $1.89M | Hold |
8,096
| – | – | 0.97% | 28 |
|
|
2024
Q2 | $1.71M | Hold |
8,096
| – | – | 0.94% | 27 |
|
|
2024
Q1 | $1.39M | Sell |
8,096
-2,412
| -23% | -$414K | 0.77% | 30 |
|
|
2023
Q4 | $629K | Buy |
10,508
+3,412
| +48% | +$204K | 0.34% | 45 |
|
|
2023
Q3 | $1.21M | Hold |
7,096
| – | – | 0.82% | 26 |
|
|
2023
Q2 | $1.38M | Sell |
7,096
-101
| -1% | -$19.6K | 0.94% | 32 |
|
|
2023
Q1 | $1.19M | Sell |
7,197
-862
| -11% | -$142K | 0.76% | 31 |
|
|
2022
Q4 | $1.05M | Sell |
8,059
-681
| -8% | -$88.5K | 0.63% | 34 |
|
|
2022
Q3 | $1.21M | Hold |
8,740
| – | – | 0.7% | 33 |
|
|
2022
Q2 | $1.2M | Sell |
8,740
-54,804
| -86% | -$7.49M | 0.6% | 35 |
|
|
2022
Q1 | $11.1M | Buy |
63,544
+18,546
| +41% | +$3.24M | 5.19% | 5 |
|
|
2021
Q4 | $7.99M | Buy |
44,998
+17,586
| +64% | +$3.12M | 3.05% | 10 |
|
|
2021
Q3 | $3.88M | Buy |
27,412
+17,443
| +175% | +$2.47M | 1.69% | 22 |
|
|
2021
Q2 | $1.37M | Sell |
9,969
-14,870
| -60% | -$2.04M | 0.56% | 36 |
|
|
2021
Q1 | $3.03M | Sell |
24,839
-14,503
| -37% | -$1.77M | 1.27% | 26 |
|
|
2020
Q4 | $5.22M | Buy |
+39,342
| New | +$5.22M | 2.38% | 13 |
|
|
2020
Q3 | – | Sell |
-7,007
| Closed | -$2.56M | – | 149 |
|
|
2020
Q2 | $2.56M | Buy |
+7,007
| New | +$2.56M | 1.26% | 20 |
|
|
2020
Q1 | – | Sell |
-14,734
| Closed | -$4.33M | – | 109 |
|
|
2019
Q4 | $4.33M | Sell |
14,734
-4,014
| -21% | -$1.18M | 1.95% | 16 |
|
|
2019
Q3 | $4.2M | Buy |
18,748
+12,021
| +179% | +$2.69M | 1.93% | 16 |
|
|
2019
Q2 | $1.33M | Buy |
+6,727
| New | +$1.33M | 0.61% | 28 |
|
|
2018
Q4 | – | Sell |
-12,549
| Closed | -$2.83M | – | 100 |
|
|
2018
Q3 | $2.83M | Buy |
12,549
+10,152
| +424% | +$2.29M | 1.35% | 22 |
|
|
2018
Q2 | $444K | Buy |
2,397
+969
| +68% | +$179K | 0.21% | 48 |
|
|
2018
Q1 | $240K | Buy |
1,428
+317
| +29% | +$53.3K | 0.11% | 62 |
|
|
2017
Q4 | $188K | Buy |
+1,111
| New | +$188K | 0.08% | 65 |
|
|
2014
Q2 | – | Sell |
-8
| Closed | -$4K | – | 87 |
|
|
2014
Q1 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 76 |
|