IRON Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
64,872
+191
| +0.3% | +$39.2K | 6.9% | 2 |
|
|
2025
Q1 | $14.4M | Sell |
64,681
-489
| -0.8% | -$109K | 8.05% | 2 |
|
|
2024
Q4 | $16.3M | Sell |
65,170
-133
| -0.2% | -$33.3K | 9.17% | 1 |
|
|
2024
Q3 | $15.2M | Sell |
65,303
-697
| -1% | -$162K | 8.28% | 1 |
|
|
2024
Q2 | $13.9M | Buy |
66,000
+2,050
| +3% | +$432K | 7.8% | 1 |
|
|
2024
Q1 | $11M | Sell |
63,950
-1,621
| -2% | -$278K | 6.11% | 3 |
|
|
2023
Q4 | $12.6M | Buy |
65,571
+8
| +0% | +$1.54K | 7.16% | 2 |
|
|
2023
Q3 | $11.2M | Sell |
65,563
-36
| -0.1% | -$6.16K | 6.52% | 3 |
|
|
2023
Q2 | $12.7M | Sell |
65,599
-1,242
| -2% | -$241K | 6.83% | 3 |
|
|
2023
Q1 | $11M | Buy |
66,841
+9
| +0% | +$1.48K | 6.05% | 3 |
|
|
2022
Q4 | $8.68M | Sell |
66,832
-786
| -1% | -$102K | 4.99% | 5 |
|
|
2022
Q3 | $9.35M | Sell |
67,618
-1,440
| -2% | -$199K | 5.13% | 5 |
|
|
2022
Q2 | $9.44M | Sell |
69,058
-3,791
| -5% | -$518K | 4.94% | 5 |
|
|
2022
Q1 | $12.7M | Sell |
72,849
-261
| -0.4% | -$45.6K | 5.86% | 4 |
|
|
2021
Q4 | $13M | Buy |
73,110
+2,894
| +4% | +$514K | 5.79% | 4 |
|
|
2021
Q3 | $9.94M | Buy |
70,216
+87
| +0.1% | +$12.3K | 4.77% | 5 |
|
|
2021
Q2 | $9.61M | Sell |
70,129
-1,023
| -1% | -$140K | 4.49% | 7 |
|
|
2021
Q1 | $8.69M | Sell |
71,152
-5,086
| -7% | -$621K | 4.59% | 7 |
|
|
2020
Q4 | $10.1M | Sell |
76,238
-912
| -1% | -$121K | 5.09% | 5 |
|
|
2020
Q3 | $8.94M | Buy |
77,150
+778
| +1% | +$90.1K | 4.94% | 5 |
|
|
2020
Q2 | $6.97M | Sell |
76,372
-864
| -1% | -$78.8K | 3.59% | 8 |
|
|
2020
Q1 | $4.91M | Sell |
77,236
-5,680
| -7% | -$361K | 3.07% | 9 |
|
|
2019
Q4 | $6.09M | Sell |
82,916
-420
| -0.5% | -$30.8K | 2.9% | 12 |
|
|
2019
Q3 | $4.67M | Sell |
83,336
-2,452
| -3% | -$137K | 3.48% | 10 |
|
|
2019
Q2 | $4.07M | Sell |
85,788
-2,780
| -3% | -$132K | 3.8% | 7 |
|
|
2019
Q1 | $4.21M | Buy |
88,568
+4,752
| +6% | +$226K | 2.66% | 10 |
|
|
2018
Q4 | $3.31M | Buy |
83,816
+1,716
| +2% | +$67.7K | 2.57% | 8 |
|
|
2018
Q3 | $4.63M | Sell |
82,100
-3,448
| -4% | -$195K | 3.11% | 9 |
|
|
2018
Q2 | $3.96M | Sell |
85,548
-1,044
| -1% | -$48.3K | 2.15% | 11 |
|
|
2018
Q1 | $3.63M | Buy |
86,592
+1,948
| +2% | +$81.7K | 2.33% | 9 |
|
|
2017
Q4 | $3.58M | Buy |
84,644
+3,348
| +4% | +$142K | 2.49% | 9 |
|
|
2017
Q3 | $3.13M | Sell |
81,296
-10,480
| -11% | -$404K | 2.39% | 9 |
|
|
2017
Q2 | $3.3M | Sell |
91,776
-240
| -0.3% | -$8.64K | 2.93% | 6 |
|
|
2017
Q1 | $3.31M | Buy |
92,016
+4,800
| +6% | +$172K | 2.38% | 10 |
|
|
2016
Q4 | $2.53M | Sell |
87,216
-11,268
| -11% | -$326K | 1.72% | 10 |
|
|
2016
Q3 | $2.78M | Sell |
98,484
-6,252
| -6% | -$177K | 3.4% | 7 |
|
|
2016
Q2 | $2.5M | Buy |
104,736
+1,552
| +2% | +$37.1K | 3.23% | 7 |
|
|
2016
Q1 | $2.81M | Sell |
103,184
-4,972
| -5% | -$135K | 2.84% | 8 |
|
|
2015
Q4 | $2.85M | Sell |
108,156
-8,424
| -7% | -$222K | 2.42% | 9 |
|
|
2015
Q3 | $3.22M | Buy |
116,580
+7,116
| +7% | +$196K | 2.14% | 13 |
|
|
2015
Q2 | $3.43M | Sell |
109,464
-2,052
| -2% | -$64.3K | 3.24% | 11 |
|
|
2015
Q1 | $3.47M | Buy |
111,516
+9,040
| +9% | +$281K | 2.71% | 17 |
|
|
2014
Q4 | $28.3K | Buy |
102,476
+6,996
| +7% | +$1.93K | 2.86% | 8 |
|
|
2014
Q3 | $1.1M | Sell |
95,480
-15,404
| -14% | -$177K | 1.4% | 11 |
|
|
2014
Q2 | $2.58M | Buy |
110,884
+1,292
| +1% | +$30K | 2.28% | 14 |
|
|
2014
Q1 | $2.1M | Buy |
109,592
+476
| +0.4% | +$9.13K | 1.6% | 17 |
|
|
2013
Q4 | $2.19M | Buy |
+109,116
| New | +$2.19M | 2.23% | 15 |
|