IFPG
Intrepid Financial Planning Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1M | Sell |
39,472
-43
| -0.1% | -$8.82K | 3.4% | 5 |
|
|
2025
Q1 | $8.78M | Sell |
39,515
-1,278
| -3% | -$284K | 4.07% | 5 |
|
|
2024
Q4 | $10.2M | Sell |
40,793
-1,026
| -2% | -$257K | 4.32% | 4 |
|
|
2024
Q3 | $9.74M | Sell |
41,819
-2,110
| -5% | -$492K | 4.17% | 6 |
|
|
2024
Q2 | $9.25M | Buy |
43,929
+2,115
| +5% | +$445K | 3.97% | 6 |
|
|
2024
Q1 | $7.17M | Sell |
41,814
-138
| -0.3% | -$23.7K | 3.1% | 8 |
|
|
2023
Q4 | $8.08M | Sell |
41,952
-698
| -2% | -$134K | 3.86% | 5 |
|
|
2023
Q3 | $7.3M | Sell |
42,650
-1,182
| -3% | -$202K | 3.78% | 5 |
|
|
2023
Q2 | $8.5M | Sell |
43,832
-205
| -0.5% | -$39.8K | 4.08% | 5 |
|
|
2023
Q1 | $7.26M | Buy |
44,037
+94
| +0.2% | +$15.5K | 3.66% | 5 |
|
|
2022
Q4 | $5.71M | Buy |
43,943
+44
| +0.1% | +$5.72K | 3.1% | 6 |
|
|
2022
Q3 | $6.07M | Buy |
43,899
+14
| +0% | +$1.94K | 3.45% | 5 |
|
|
2022
Q2 | $6M | Buy |
+43,885
| New | +$6M | 3.3% | 6 |
|