IPAM
Investment Partners Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Sell |
35,945
-392
| -1% | -$80.4K | 5.13% | 1 |
|
|
2025
Q1 | $8.07M | Sell |
36,337
-339
| -0.9% | -$75.3K | 6.34% | 1 |
|
|
2024
Q4 | $9.18M | Sell |
36,676
-81
| -0.2% | -$20.3K | 7.21% | 1 |
|
|
2024
Q3 | $8.56M | Sell |
36,757
-55
| -0.1% | -$12.8K | 7.02% | 1 |
|
|
2024
Q2 | $7.75M | Sell |
36,812
-274
| -0.7% | -$57.7K | 6.91% | 1 |
|
|
2024
Q1 | $6.36M | Sell |
37,086
-426
| -1% | -$73.1K | 5.74% | 1 |
|
|
2023
Q4 | $7.22M | Buy |
+37,512
| New | +$7.22M | 7.19% | 1 |
|