Investment Management Associates’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
$229K Sell
2025
Q1
$274K Hold
2024
Q4
$309K Sell
2024
Q3
$298K Buy
2021
Q4
Sell
2021
Q3
$2.18M Hold
2021
Q2
$2.11M Hold
2021
Q1
$1.88M Hold
2020
Q4
$2.04M Buy