Investment Research & Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
75,382
-5,525
| -7% | -$1.13M | 5.76% | 2 |
|
|
2025
Q1 | $18M | Sell |
80,907
-1,422
| -2% | -$316K | 7.51% | 2 |
|
|
2024
Q4 | $20.6M | Sell |
82,329
-1,153
| -1% | -$289K | 8.55% | 2 |
|
|
2024
Q3 | $19.5M | Sell |
83,482
-1,245
| -1% | -$290K | 8.21% | 2 |
|
|
2024
Q2 | $17.8M | Sell |
84,727
-1,308
| -2% | -$275K | 7.91% | 2 |
|
|
2024
Q1 | $14.8M | Buy |
86,035
+690
| +0.8% | +$118K | 6.79% | 2 |
|
|
2023
Q4 | $16.4M | Sell |
85,345
-628
| -0.7% | -$121K | 8.39% | 2 |
|
|
2023
Q3 | $14.7M | Sell |
85,973
-198
| -0.2% | -$33.9K | 8.35% | 2 |
|
|
2023
Q2 | $16.7M | Hold |
86,171
| – | – | 9.67% | 2 |
|
|
2023
Q1 | $14.2M | Buy |
86,171
+15
| +0% | +$2.47K | 9.12% | 2 |
|
|
2022
Q4 | $11.2M | Sell |
86,156
-206
| -0.2% | -$26.8K | 7.35% | 2 |
|
|
2022
Q3 | $11.9M | Sell |
86,362
-41
| -0% | -$5.67K | 8.93% | 2 |
|
|
2022
Q2 | $11.8M | Buy |
86,403
+2,194
| +3% | +$300K | 8.55% | 2 |
|
|
2022
Q1 | $14.7M | Buy |
84,209
+585
| +0.7% | +$102K | 9.23% | 2 |
|
|
2021
Q4 | $14.8M | Buy |
83,624
+92
| +0.1% | +$16.3K | 9.01% | 2 |
|
|
2021
Q3 | $11.9M | Buy |
83,532
+228
| +0.3% | +$32.5K | 7.82% | 2 |
|
|
2021
Q2 | $11.4M | Buy |
83,304
+24
| +0% | +$3.29K | 7.52% | 2 |
|
|
2021
Q1 | $10.2M | Sell |
83,280
-7,190
| -8% | -$878K | 7.47% | 2 |
|
|
2020
Q4 | $12M | Buy |
90,470
+79
| +0.1% | +$10.5K | 8.91% | 2 |
|
|
2020
Q3 | $10.5M | Sell |
90,391
-3,749
| -4% | -$434K | 8.69% | 2 |
|
|
2020
Q2 | $8.54M | Sell |
94,140
-212
| -0.2% | -$19.2K | 7.67% | 2 |
|
|
2020
Q1 | $6M | Sell |
94,352
-4,380
| -4% | -$278K | 5.56% | 4 |
|
|
2019
Q4 | $7.25M | Buy |
+98,732
| New | +$7.25M | 6.7% | 2 |
|