Investment Advisory Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.43M Sell
2025
Q1
$7.1M Sell
2024
Q4
$8.09M Sell
2024
Q3
$7.69M Buy
2024
Q2
$6.89M Sell
2024
Q1
$5.65M Buy
2023
Q4
$6.31M Sell
2023
Q3
$5.74M Sell
2023
Q2
$6.61M Buy
2023
Q1
$4.97M Buy
2022
Q4
$3.85M Sell
2022
Q3
$4.17M Sell
2022
Q2
$4.16M Buy
2022
Q1
$5.28M Buy
2021
Q4
$5.09M Buy