IAS
Investment Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
48,804
+1,464
| +3% | +$300K | 3.34% | 7 |
|
|
2025
Q1 | $10.5M | Sell |
47,340
-5,942
| -11% | -$1.32M | 3.8% | 7 |
|
|
2024
Q4 | $13.3M | Sell |
53,282
-1,329
| -2% | -$333K | 4.7% | 6 |
|
|
2024
Q3 | $12.7M | Sell |
54,611
-3,296
| -6% | -$768K | 4.49% | 6 |
|
|
2024
Q2 | $12.2M | Sell |
57,907
-1,125
| -2% | -$237K | 4.47% | 6 |
|
|
2024
Q1 | $10.1M | Sell |
59,032
-159
| -0.3% | -$27.3K | 3.72% | 6 |
|
|
2023
Q4 | $11.4M | Buy |
59,191
+264
| +0.4% | +$50.8K | 4.5% | 6 |
|
|
2023
Q3 | $10.1M | Buy |
58,927
+184
| +0.3% | +$31.5K | 4.34% | 6 |
|
|
2023
Q2 | $11.4M | Sell |
58,743
-210
| -0.4% | -$40.7K | 4.81% | 6 |
|
|
2023
Q1 | $9.72M | Sell |
58,953
-638
| -1% | -$105K | 4.79% | 5 |
|
|
2022
Q4 | $7.74M | Buy |
59,591
+263
| +0.4% | +$34.2K | 3.98% | 6 |
|
|
2022
Q3 | $8.2M | Sell |
59,328
-67
| -0.1% | -$9.26K | 4.9% | 4 |
|
|
2022
Q2 | $8.12M | Sell |
59,395
-1,008
| -2% | -$138K | 4.69% | 3 |
|
|
2022
Q1 | $10.5M | Buy |
60,403
+1,527
| +3% | +$267K | 5.88% | 3 |
|
|
2021
Q4 | $10.5M | Buy |
58,876
+1,877
| +3% | +$333K | 5.71% | 3 |
|
|
2021
Q3 | $8.07M | Sell |
56,999
-106
| -0.2% | -$15K | 4.94% | 3 |
|
|
2021
Q2 | $7.82M | Buy |
+57,105
| New | +$7.82M | 4.83% | 3 |
|
|
2020
Q4 | $7.46M | Sell |
56,229
-328
| -0.6% | -$43.5K | 5.22% | 3 |
|
|
2020
Q3 | $6.55M | Buy |
56,557
+42,192
| +294% | +$4.89M | 5.17% | 3 |
|
|
2020
Q2 | $5.24M | Buy |
14,365
+594
| +4% | +$217K | 4.48% | 3 |
|
|
2020
Q1 | $3.51M | Buy |
13,771
+1,868
| +16% | +$476K | 3.76% | 5 |
|
|
2019
Q4 | $3.5M | Buy |
+11,903
| New | +$3.5M | 3.14% | 7 |
|