Investment Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
34,586
+43
| +0.1% | +$8.82K | 2.69% | 7 |
|
|
2025
Q1 | $7.67M | Buy |
34,543
+428
| +1% | +$95.1K | 3.18% | 5 |
|
|
2024
Q4 | $8.54M | Buy |
34,115
+124
| +0.4% | +$31.1K | 3.52% | 5 |
|
|
2024
Q3 | $7.92M | Buy |
33,991
+30
| +0.1% | +$6.99K | 3.3% | 5 |
|
|
2024
Q2 | $7.15M | Sell |
33,961
-1,917
| -5% | -$404K | 3.21% | 5 |
|
|
2024
Q1 | $6.15M | Sell |
35,878
-402
| -1% | -$68.9K | 2.79% | 5 |
|
|
2023
Q4 | $6.99M | Sell |
36,280
-783
| -2% | -$151K | 3.44% | 5 |
|
|
2023
Q3 | $6.35M | Sell |
37,063
-1,005
| -3% | -$172K | 3.34% | 5 |
|
|
2023
Q2 | $7.38M | Sell |
38,068
-699
| -2% | -$136K | 3.85% | 5 |
|
|
2023
Q1 | $6.39M | Buy |
38,767
+182
| +0.5% | +$30K | 3.35% | 5 |
|
|
2022
Q4 | $5.01M | Sell |
38,585
-116,444
| -75% | -$15.1M | 2.65% | 7 |
|
|
2022
Q3 | $21.4M | Buy |
155,029
+85,405
| +123% | +$11.8M | 6.38% | 1 |
|
|
2022
Q2 | $9.52M | Buy |
69,624
+3,719
| +6% | +$508K | 4.65% | 3 |
|
|
2022
Q1 | $11.5M | Sell |
65,905
-10
| -0% | -$1.75K | 4.87% | 3 |
|
|
2021
Q4 | $11.7M | Buy |
65,915
+3,141
| +5% | +$558K | 4.78% | 3 |
|
|
2021
Q3 | $8.88M | Buy |
62,774
+20
| +0% | +$2.83K | 4.04% | 3 |
|
|
2021
Q2 | $8.6M | Buy |
62,754
+1,059
| +2% | +$145K | 3.92% | 3 |
|
|
2021
Q1 | $7.54M | Buy |
61,695
+570
| +0.9% | +$69.6K | 3.66% | 4 |
|
|
2020
Q4 | $8.11M | Sell |
61,125
-1,540
| -2% | -$204K | 4.31% | 3 |
|
|
2020
Q3 | $7.26M | Sell |
62,665
-647
| -1% | -$74.9K | 4.33% | 3 |
|
|
2020
Q2 | $5.77M | Buy |
63,312
+1,484
| +2% | +$135K | 3.39% | 6 |
|
|
2020
Q1 | $3.93M | Buy |
61,828
+38,756
| +168% | +$2.46M | 2.83% | 8 |
|
|
2019
Q4 | $1.69M | Buy |
23,072
+140
| +0.6% | +$10.3K | 1.14% | 27 |
|
|
2019
Q3 | $1.28M | Buy |
22,932
+600
| +3% | +$33.6K | 0.94% | 37 |
|
|
2019
Q2 | $1.11M | Buy |
22,332
+796
| +4% | +$39.4K | 0.79% | 43 |
|
|
2019
Q1 | $1.02M | Sell |
21,536
-968
| -4% | -$46K | 0.74% | 46 |
|
|
2018
Q4 | $888K | Buy |
22,504
+880
| +4% | +$34.7K | 0.75% | 48 |
|
|
2018
Q3 | $454 | Sell |
21,624
-752
| -3% | -$16 | 0.25% | 60 |
|
|
2018
Q2 | $1.04M | Buy |
22,376
+1,052
| +5% | +$48.7K | 0.77% | 40 |
|
|
2018
Q1 | $894K | Sell |
21,324
-2,324
| -10% | -$97.4K | 0.67% | 49 |
|
|
2017
Q4 | $1M | Buy |
23,648
+2,852
| +14% | +$121K | 0.74% | 45 |
|
|
2017
Q3 | $801K | Buy |
20,796
+1,644
| +9% | +$63.3K | 0.69% | 51 |
|
|
2017
Q2 | $690K | Buy |
19,152
+4,036
| +27% | +$145K | 0.63% | 55 |
|
|
2017
Q1 | $543K | Sell |
15,116
-3,880
| -20% | -$139K | 0.52% | 64 |
|
|
2016
Q4 | $550K | Sell |
18,996
-100,072
| -84% | -$2.9M | 0.54% | 65 |
|
|
2016
Q3 | $3.37M | Buy |
119,068
+95,620
| +408% | +$2.7M | 1.91% | 8 |
|
|
2016
Q2 | $560K | Sell |
23,448
-84,344
| -78% | -$2.01M | 0.56% | 65 |
|
|
2016
Q1 | $2.84M | Buy |
107,792
+85,972
| +394% | +$2.26M | 1.85% | 11 |
|
|
2015
Q4 | $574K | Sell |
21,820
-4,548
| -17% | -$120K | 0.69% | 57 |
|
|
2015
Q3 | $728K | Buy |
26,368
+4,048
| +18% | +$112K | 0.95% | 44 |
|
|
2015
Q2 | $702K | Buy |
22,320
+532
| +2% | +$16.7K | 0.85% | 53 |
|
|
2015
Q1 | $676K | Buy |
21,788
+1,864
| +9% | +$57.8K | 0.74% | 54 |
|
|
2014
Q4 | $552K | Buy |
+19,924
| New | +$552K | 0.64% | 60 |
|