IRC
Investors Research Corp’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
18,827
+787
| +4% | +$161K | 0.76% | 30 |
|
|
2025
Q1 | $4.01M | Buy |
18,040
+1,114
| +7% | +$247K | 0.87% | 25 |
|
|
2024
Q4 | $4.24M | Buy |
16,926
+42
| +0.2% | +$10.5K | 0.93% | 20 |
|
|
2024
Q3 | $3.93M | Buy |
16,884
+504
| +3% | +$117K | 0.86% | 20 |
|
|
2024
Q2 | $3.45M | Sell |
16,380
-300
| -2% | -$63.2K | 0.81% | 21 |
|
|
2024
Q1 | $2.86M | Sell |
16,680
-627
| -4% | -$108K | 0.67% | 24 |
|
|
2023
Q4 | $3.33M | Buy |
17,307
+950
| +6% | +$183K | 0.8% | 20 |
|
|
2023
Q3 | $2.8M | Sell |
16,357
-175
| -1% | -$30K | 0.73% | 22 |
|
|
2023
Q2 | $3.21M | Buy |
16,532
+75
| +0.5% | +$14.5K | 0.81% | 21 |
|
|
2023
Q1 | $2.71M | Buy |
16,457
+13
| +0.1% | +$2.14K | 0.7% | 23 |
|
|
2022
Q4 | $2.14M | Sell |
16,444
-143
| -0.9% | -$18.6K | 0.58% | 32 |
|
|
2022
Q3 | $2.29M | Buy |
16,587
+21
| +0.1% | +$2.9K | 0.7% | 28 |
|
|
2022
Q2 | $2.27M | Buy |
16,566
+449
| +3% | +$61.4K | 0.68% | 29 |
|
|
2022
Q1 | $2.81M | Buy |
16,117
+66
| +0.4% | +$11.5K | 0.79% | 28 |
|
|
2021
Q4 | $2.85M | Sell |
16,051
-89
| -0.6% | -$15.8K | 0.86% | 24 |
|
|
2021
Q3 | $2.28M | Buy |
16,140
+334
| +2% | +$47.3K | 0.77% | 26 |
|
|
2021
Q2 | $2.17M | Buy |
15,806
+200
| +1% | +$27.4K | 0.75% | 19 |
|
|
2021
Q1 | $1.91M | Sell |
15,606
-3,877
| -20% | -$474K | 0.72% | 17 |
|
|
2020
Q4 | $2.59M | Buy |
19,483
+154
| +0.8% | +$20.4K | 1.02% | 4 |
|
|
2020
Q3 | $2.24M | Buy |
19,329
+14,683
| +316% | +$1.7M | 1.09% | 4 |
|
|
2020
Q2 | $1.7M | Buy |
4,646
+450
| +11% | +$164K | 0.85% | 13 |
|
|
2020
Q1 | $1.07M | Buy |
4,196
+370
| +10% | +$94.1K | 0.67% | 18 |
|
|
2019
Q4 | $1.12M | Hold |
3,826
| – | – | 0.52% | 38 |
|
|
2019
Q3 | $857K | Buy |
3,826
+277
| +8% | +$62K | 0.43% | 60 |
|
|
2019
Q2 | $702K | Hold |
3,549
| – | – | 0.37% | 88 |
|
|
2019
Q1 | $674K | Hold |
3,549
| – | – | 0.36% | 89 |
|
|
2018
Q4 | $560K | Buy |
3,549
+200
| +6% | +$31.6K | 0.39% | 106 |
|
|
2018
Q3 | $756K | Buy |
3,349
+1,300
| +63% | +$293K | 0.43% | 78 |
|
|
2018
Q2 | $379K | Sell |
2,049
-784
| -28% | -$145K | 0.22% | 174 |
|
|
2018
Q1 | $475K | Hold |
2,833
| – | – | 0.29% | 133 |
|
|
2017
Q4 | $479K | Buy |
+2,833
| New | +$479K | 0.3% | 128 |
|