IMA
Investment Management Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
1,116
-119
| -10% | -$24.4K | 0.08% | 24 |
|
|
2025
Q1 | $274K | Hold |
1,235
| – | – | 0.11% | 21 |
|
|
2024
Q4 | $309K | Sell |
1,235
-46
| -4% | -$11.5K | 0.14% | 23 |
|
|
2024
Q3 | $298K | Buy |
+1,281
| New | +$298K | 0.12% | 26 |
|
|
2021
Q4 | – | Sell |
-15,380
| Closed | -$2.18M | – | 49 |
|
|
2021
Q3 | $2.18M | Hold |
15,380
| – | – | 1.13% | 25 |
|
|
2021
Q2 | $2.11M | Hold |
15,380
| – | – | 1.1% | 26 |
|
|
2021
Q1 | $1.88M | Hold |
15,380
| – | – | 1.1% | 28 |
|
|
2020
Q4 | $2.04M | Buy |
+15,380
| New | +$2.04M | 1.52% | 24 |
|