ISB
Iowa State Bank’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
80,246
-121
| -0.2% | -$24.8K | 3.28% | 6 |
|
|
2025
Q1 | $17.9M | Buy |
80,367
+2,345
| +3% | +$521K | 3.79% | 4 |
|
|
2024
Q4 | $19.5M | Sell |
78,022
-152
| -0.2% | -$38.1K | 4.07% | 3 |
|
|
2024
Q3 | $18.2M | Sell |
78,174
-4,932
| -6% | -$1.15M | 3.75% | 3 |
|
|
2024
Q2 | $17.5M | Buy |
83,106
+1,431
| +2% | +$301K | 3.87% | 4 |
|
|
2024
Q1 | $14M | Sell |
81,675
-2,123
| -3% | -$364K | 3.1% | 6 |
|
|
2023
Q4 | $16.1M | Sell |
83,798
-84
| -0.1% | -$16.2K | 3.87% | 4 |
|
|
2023
Q3 | $14.4M | Buy |
83,882
+353
| +0.4% | +$60.4K | 3.73% | 4 |
|
|
2023
Q2 | $16.2M | Sell |
83,529
-1,214
| -1% | -$235K | 4.07% | 3 |
|
|
2023
Q1 | $14M | Sell |
84,743
-8,274
| -9% | -$1.36M | 3.5% | 5 |
|
|
2022
Q4 | $12.1M | Buy |
93,017
+2,257
| +2% | +$293K | 3.04% | 6 |
|
|
2022
Q3 | $12.5M | Sell |
90,760
-551
| -0.6% | -$76.1K | 3.57% | 4 |
|
|
2022
Q2 | $12.5M | Buy |
91,311
+120
| +0.1% | +$16.4K | 3.31% | 5 |
|
|
2022
Q1 | $15.9M | Sell |
91,191
-1,190
| -1% | -$208K | 3.69% | 4 |
|
|
2021
Q4 | $16.4M | Buy |
92,381
+5,358
| +6% | +$951K | 3.86% | 4 |
|
|
2021
Q3 | $12.3M | Buy |
87,023
+85
| +0.1% | +$12K | 3.44% | 4 |
|
|
2021
Q2 | $11.9M | Sell |
86,938
-499
| -0.6% | -$68.3K | 3.34% | 4 |
|
|
2021
Q1 | $10.7M | Sell |
87,437
-17,973
| -17% | -$2.2M | 3.21% | 4 |
|
|
2020
Q4 | $14M | Sell |
105,410
-513
| -0.5% | -$68.1K | 4.63% | 1 |
|
|
2020
Q3 | $12.3M | Buy |
105,923
+79,235
| +297% | +$9.18M | 4.75% | 2 |
|
|
2020
Q2 | $9.74M | Sell |
26,688
-1,247
| -4% | -$455K | 4.24% | 2 |
|
|
2020
Q1 | $7.1M | Sell |
27,935
-9,462
| -25% | -$2.41M | 3.34% | 3 |
|
|
2019
Q4 | $11M | Sell |
37,397
-241
| -0.6% | -$70.8K | 3.9% | 2 |
|
|
2019
Q3 | $8.43M | Buy |
37,638
+539
| +1% | +$121K | 3.2% | 3 |
|
|
2019
Q2 | $7.34M | Sell |
37,099
-216
| -0.6% | -$42.8K | 3.27% | 3 |
|
|
2019
Q1 | $7.09M | Buy |
37,315
+135
| +0.4% | +$25.6K | 3.25% | 3 |
|
|
2018
Q4 | $5.87M | Sell |
37,180
-332
| -0.9% | -$52.4K | 2.96% | 5 |
|
|
2018
Q3 | $8.47M | Sell |
37,512
-790
| -2% | -$178K | 3.77% | 2 |
|
|
2018
Q2 | $7.09M | Sell |
38,302
-698
| -2% | -$129K | 3.39% | 3 |
|
|
2018
Q1 | $6.54M | Sell |
39,000
-2,219
| -5% | -$372K | 3.18% | 3 |
|
|
2017
Q4 | $6.98M | Sell |
41,219
-1,778
| -4% | -$301K | 3.14% | 3 |
|
|
2017
Q3 | $6.63M | Sell |
42,997
-621
| -1% | -$95.7K | 3.12% | 2 |
|
|
2017
Q2 | $6.28M | Sell |
43,618
-968
| -2% | -$139K | 3.01% | 2 |
|
|
2017
Q1 | $6.41M | Buy |
44,586
+2,993
| +7% | +$430K | 3.14% | 2 |
|
|
2016
Q4 | $4.82M | Buy |
41,593
+577
| +1% | +$66.8K | 2.47% | 14 |
|
|
2016
Q3 | $4.64M | Buy |
41,016
+538
| +1% | +$60.8K | 2.48% | 13 |
|
|
2016
Q2 | $3.87M | Buy |
40,478
+920
| +2% | +$88K | 2.1% | 23 |
|
|
2016
Q1 | $4.31M | Buy |
39,558
+623
| +2% | +$67.9K | 2.43% | 11 |
|
|
2015
Q4 | $4.1M | Buy |
38,935
+253
| +0.7% | +$26.6K | 2.43% | 13 |
|
|
2015
Q3 | $4.27M | Sell |
38,682
-609
| -2% | -$67.2K | 2.92% | 3 |
|
|
2015
Q2 | $4.93M | Buy |
39,291
+175
| +0.4% | +$21.9K | 3.11% | 3 |
|
|
2015
Q1 | $4.87M | Buy |
39,116
+170
| +0.4% | +$21.2K | 3.1% | 3 |
|
|
2014
Q4 | $4.3M | Buy |
38,946
+375
| +1% | +$41.4K | 2.71% | 6 |
|
|
2014
Q3 | $3.89M | Buy |
38,571
+415
| +1% | +$41.8K | 2.6% | 9 |
|
|
2014
Q2 | $3.55M | Buy |
38,156
+33,019
| +643% | +$3.07M | 2.39% | 12 |
|
|
2014
Q1 | $2.76M | Buy |
5,137
+206
| +4% | +$111K | 1.97% | 26 |
|
|
2013
Q4 | $2.77M | Sell |
4,931
-15
| -0.3% | -$8.41K | 2.03% | 25 |
|
|
2013
Q3 | $2.36M | Buy |
4,946
+130
| +3% | +$62K | 1.85% | 27 |
|
|
2013
Q2 | $1.91M | Buy |
+4,816
| New | +$1.91M | 1.57% | 28 |
|