Intergy Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
16,536
+1,925
| +13% | +$395K | 1.16% | 19 |
|
|
2025
Q1 | $3.25M | Buy |
14,611
+305
| +2% | +$67.7K | 1.23% | 19 |
|
|
2024
Q4 | $3.58M | Buy |
14,306
+651
| +5% | +$163K | 1.34% | 17 |
|
|
2024
Q3 | $3.18M | Buy |
13,655
+568
| +4% | +$132K | 1.21% | 20 |
|
|
2024
Q2 | $2.76M | Buy |
13,087
+401
| +3% | +$84.5K | 1.14% | 19 |
|
|
2024
Q1 | $2.18M | Sell |
12,686
-266
| -2% | -$45.6K | 0.89% | 23 |
|
|
2023
Q4 | $2.49M | Sell |
12,952
-17
| -0.1% | -$3.27K | 1.08% | 22 |
|
|
2023
Q3 | $2.22M | Buy |
12,969
+263
| +2% | +$45K | 1.11% | 23 |
|
|
2023
Q2 | $2.46M | Buy |
12,706
+820
| +7% | +$159K | 1.21% | 20 |
|
|
2023
Q1 | $1.96M | Buy |
11,886
+921
| +8% | +$152K | 1.1% | 23 |
|
|
2022
Q4 | $1.42M | Buy |
10,965
+731
| +7% | +$95K | 0.89% | 25 |
|
|
2022
Q3 | $1.41M | Buy |
10,234
+986
| +11% | +$136K | 1% | 23 |
|
|
2022
Q2 | $1.26M | Buy |
9,248
+145
| +2% | +$19.8K | 1% | 19 |
|
|
2022
Q1 | $1.59M | Buy |
9,103
+3,251
| +56% | +$568K | 1.11% | 18 |
|
|
2021
Q4 | $1.04M | Buy |
+5,852
| New | +$1.04M | 0.81% | 27 |
|