Investment Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Sell |
31,340
-610
| -2% | -$125K | 1.95% | 10 |
|
|
2025
Q1 | $7.1M | Sell |
31,950
-351
| -1% | -$78K | 2.37% | 7 |
|
|
2024
Q4 | $8.09M | Sell |
32,301
-708
| -2% | -$177K | 2.71% | 7 |
|
|
2024
Q3 | $7.69M | Buy |
33,009
+286
| +0.9% | +$66.6K | 2.67% | 6 |
|
|
2024
Q2 | $6.89M | Sell |
32,723
-253
| -0.8% | -$53.3K | 2.66% | 6 |
|
|
2024
Q1 | $5.65M | Buy |
32,976
+205
| +0.6% | +$35.2K | 2.34% | 8 |
|
|
2023
Q4 | $6.31M | Sell |
32,771
-777
| -2% | -$150K | 2.9% | 6 |
|
|
2023
Q3 | $5.74M | Sell |
33,548
-549
| -2% | -$94K | 2.98% | 6 |
|
|
2023
Q2 | $6.61M | Buy |
34,097
+3,975
| +13% | +$771K | 3.39% | 6 |
|
|
2023
Q1 | $4.97M | Buy |
30,122
+508
| +2% | +$83.8K | 2.86% | 7 |
|
|
2022
Q4 | $3.85M | Sell |
29,614
-561
| -2% | -$72.9K | 2.36% | 10 |
|
|
2022
Q3 | $4.17M | Sell |
30,175
-259
| -0.9% | -$35.8K | 2.89% | 8 |
|
|
2022
Q2 | $4.16M | Buy |
30,434
+206
| +0.7% | +$28.1K | 2.83% | 9 |
|
|
2022
Q1 | $5.28M | Buy |
30,228
+678
| +2% | +$118K | 3.2% | 7 |
|
|
2021
Q4 | $5.09M | Buy |
+29,550
| New | +$5.09M | 3.26% | 7 |
|