IIP
Intermede Investment Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208M | Sell |
1,011,733
-52,492
| -5% | -$10.8M | 6.4% | 2 |
|
|
2025
Q1 | $236M | Buy |
+1,064,225
| New | +$236M | 7.44% | 1 |
|
|
2022
Q2 | – | Sell |
-1,057,062
| Closed | -$185M | – | 28 |
|
|
2022
Q1 | $185M | Sell |
1,057,062
-228,163
| -18% | -$39.8M | 4.32% | 11 |
|
|
2021
Q4 | $228M | Buy |
1,285,225
+37,546
| +3% | +$6.67M | 4.7% | 6 |
|
|
2021
Q3 | $177M | Sell |
1,247,679
-12,575
| -1% | -$1.78M | 4.06% | 8 |
|
|
2021
Q2 | $173M | Buy |
1,260,254
+57,696
| +5% | +$7.9M | 3.92% | 10 |
|
|
2021
Q1 | $147M | Buy |
1,202,558
+37,428
| +3% | +$4.57M | 3.75% | 14 |
|
|
2020
Q4 | $155M | Buy |
1,165,130
+227,492
| +24% | +$30.2M | 4.47% | 9 |
|
|
2020
Q3 | $109M | Buy |
937,638
+577,491
| +160% | +$66.9M | 4.54% | 11 |
|
|
2020
Q2 | $131M | Buy |
360,147
+7,671
| +2% | +$2.8M | 6.43% | 1 |
|
|
2020
Q1 | $89.6M | Sell |
352,476
-5,980
| -2% | -$1.52M | 5.28% | 4 |
|
|
2019
Q4 | $105M | Sell |
358,456
-68,733
| -16% | -$20.2M | 5.33% | 2 |
|
|
2019
Q3 | $95.7M | Sell |
427,189
-5,179
| -1% | -$1.16M | 5.31% | 3 |
|
|
2019
Q2 | $85.6M | Sell |
432,368
-6,420
| -1% | -$1.27M | 5.07% | 7 |
|
|
2019
Q1 | $83.3M | Buy |
438,788
+52,657
| +14% | +$10M | 5.18% | 4 |
|
|
2018
Q4 | $60.9M | Buy |
386,131
+41,654
| +12% | +$6.57M | 4.87% | 6 |
|
|
2018
Q3 | $77.8M | Buy |
344,477
+13,817
| +4% | +$3.12M | 5.83% | 3 |
|
|
2018
Q2 | $61.2M | Buy |
330,660
+14,107
| +4% | +$2.61M | 4.84% | 7 |
|
|
2018
Q1 | $53.1M | Buy |
+316,553
| New | +$53.1M | 4.56% | 10 |
|