International Private Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
12,574
-8,240
| -40% | -$1.69M | 2.21% | 11 |
|
|
2025
Q1 | $4.62M | Buy |
20,814
+1,339
| +7% | +$297K | 4.43% | 2 |
|
|
2024
Q4 | $4.88M | Buy |
19,475
+6,046
| +45% | +$1.51M | 4.85% | 2 |
|
|
2024
Q3 | $3.13M | Buy |
13,429
+9,893
| +280% | +$2.31M | 4.59% | 3 |
|
|
2024
Q2 | $745K | Buy |
3,536
+360
| +11% | +$75.8K | 1.26% | 15 |
|
|
2024
Q1 | $545K | Sell |
3,176
-8,874
| -74% | -$1.52M | 1.05% | 16 |
|
|
2023
Q4 | $2.32M | Buy |
+12,050
| New | +$2.32M | 2.3% | 9 |
|