IIA
IPG Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
73,348
-2,807
| -4% | -$576K | 2.94% | 8 |
|
|
2025
Q1 | $16.9M | Buy |
76,155
+2,644
| +4% | +$587K | 3.83% | 7 |
|
|
2024
Q4 | $18.4M | Sell |
73,511
-20,162
| -22% | -$5.05M | 4.19% | 7 |
|
|
2024
Q3 | $21.8M | Sell |
93,673
-43,446
| -32% | -$10.1M | 4.75% | 4 |
|
|
2024
Q2 | $28.9M | Buy |
137,119
+5,223
| +4% | +$1.1M | 6.31% | 1 |
|
|
2024
Q1 | $22.6M | Sell |
131,896
-32,645
| -20% | -$5.6M | 4.93% | 2 |
|
|
2023
Q4 | $31.7M | Sell |
164,541
-2,261
| -1% | -$435K | 6.33% | 1 |
|
|
2023
Q3 | $28.6M | Buy |
166,802
+7,235
| +5% | +$1.24M | 6.29% | 1 |
|
|
2023
Q2 | $31M | Sell |
159,567
-10,246
| -6% | -$1.99M | 6.75% | 2 |
|
|
2023
Q1 | $28M | Buy |
169,813
+4,121
| +2% | +$680K | 6.39% | 3 |
|
|
2022
Q4 | $21.5M | Sell |
165,692
-8,565
| -5% | -$1.11M | 6% | 4 |
|
|
2022
Q3 | $24.1M | Sell |
174,257
-4,499
| -3% | -$622K | 6.75% | 2 |
|
|
2022
Q2 | $24.4M | Sell |
178,756
-4,158
| -2% | -$568K | 6.12% | 2 |
|
|
2022
Q1 | $31.9M | Buy |
182,914
+165,122
| +928% | +$28.8M | 6.11% | 2 |
|
|
2021
Q4 | $31.6M | Sell |
17,792
-194,417
| -92% | -$345M | 5.71% | 2 |
|
|
2021
Q3 | $30M | Sell |
212,209
-36,008
| -15% | -$5.1M | 9.5% | 2 |
|
|
2021
Q2 | $34M | Buy |
248,217
+55,073
| +29% | +$7.54M | 9.94% | 2 |
|
|
2021
Q1 | $23.6M | Buy |
193,144
+2,747
| +1% | +$336K | 4.61% | 5 |
|
|
2020
Q4 | $25.3M | Buy |
190,397
+18,072
| +10% | +$2.4M | 5.86% | 4 |
|
|
2020
Q3 | $20M | Buy |
172,325
+129,788
| +305% | +$15M | 5.7% | 3 |
|
|
2020
Q2 | $15.5M | Sell |
42,537
-5,766
| -12% | -$2.1M | 5.26% | 2 |
|
|
2020
Q1 | $12.3M | Sell |
48,303
-24,860
| -34% | -$6.32M | 5.16% | 2 |
|
|
2019
Q4 | $21.5M | Sell |
73,163
-2,381
| -3% | -$699K | 6.8% | 1 |
|
|
2019
Q3 | $16.9M | Buy |
75,544
+1,895
| +3% | +$424K | 5.91% | 2 |
|
|
2019
Q2 | $14.6M | Sell |
73,649
-7,726
| -9% | -$1.53M | 5.31% | 4 |
|
|
2019
Q1 | $15.5M | Sell |
81,375
-28,899
| -26% | -$5.49M | 5.29% | 3 |
|
|
2018
Q4 | $17.4M | Buy |
110,274
+5,660
| +5% | +$893K | 6.64% | 3 |
|
|
2018
Q3 | $23.6M | Sell |
104,614
-40,805
| -28% | -$9.21M | 7.63% | 2 |
|
|
2018
Q2 | $26.9M | Buy |
145,419
+1,691
| +1% | +$313K | 9.41% | 1 |
|
|
2018
Q1 | $24.1M | Buy |
143,728
+22,680
| +19% | +$3.81M | 7.86% | 2 |
|
|
2017
Q4 | $20.5M | Sell |
121,048
-16,342
| -12% | -$2.77M | 8.52% | 1 |
|
|
2017
Q3 | $21.2M | Buy |
137,390
+266
| +0.2% | +$41K | 7.29% | 1 |
|
|
2017
Q2 | $19.7M | Sell |
137,124
-140
| -0.1% | -$20.2K | 7.93% | 1 |
|
|
2017
Q1 | $19.7M | Sell |
137,264
-2,769
| -2% | -$398K | 8.89% | 1 |
|
|
2016
Q4 | $16.2M | Sell |
140,033
-1,146
| -0.8% | -$133K | 6.6% | 2 |
|
|
2016
Q3 | $16M | Sell |
141,179
-28,648
| -17% | -$3.24M | 6.71% | 2 |
|
|
2016
Q2 | $16.2M | Buy |
169,827
+25,401
| +18% | +$2.43M | 6.71% | 2 |
|
|
2016
Q1 | $15.7M | Sell |
144,426
-6,749
| -4% | -$736K | 7.09% | 4 |
|
|
2015
Q4 | $15.9M | Buy |
151,175
+17,556
| +13% | +$1.85M | 7.34% | 2 |
|
|
2015
Q3 | $14.7M | Buy |
133,619
+49,795
| +59% | +$5.49M | 6.87% | 1 |
|
|
2015
Q2 | $10.5M | Sell |
83,824
-6,378
| -7% | -$800K | 3.82% | 6 |
|
|
2015
Q1 | $11.2M | Sell |
90,202
-21,224
| -19% | -$2.64M | 4.26% | 5 |
|
|
2014
Q4 | $12.3M | Sell |
111,426
-6,952
| -6% | -$767K | 4.8% | 5 |
|
|
2014
Q3 | $11.9M | Sell |
118,378
-42,106
| -26% | -$4.24M | 4.3% | 6 |
|
|
2014
Q2 | $14.9M | Buy |
160,484
+126,649
| +374% | +$11.8M | 6.46% | 5 |
|
|
2014
Q1 | $18.2M | Buy |
33,835
+13,877
| +70% | +$7.47M | 8.53% | 5 |
|
|
2013
Q4 | $11.2M | Buy |
+19,958
| New | +$11.2M | 5.97% | 6 |
|