IGGA
Iron Gate Global Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.7M | Buy |
310,702
+16,003
| +5% | +$3.28M | 7.1% | 5 |
|
|
2025
Q1 | $65.5M | Sell |
294,699
-1,531
| -0.5% | -$340K | 9.02% | 3 |
|
|
2024
Q4 | $74.1M | Buy |
296,230
+6,623
| +2% | +$1.66M | 10.45% | 2 |
|
|
2024
Q3 | $67.5M | Sell |
289,607
-17,149
| -6% | -$4M | 10.43% | 2 |
|
|
2024
Q2 | $64.7M | Buy |
306,756
+6,524
| +2% | +$1.38M | 10.66% | 2 |
|
|
2024
Q1 | $51M | Buy |
300,232
+1,060
| +0.4% | +$180K | 9.07% | 3 |
|
|
2023
Q4 | $57.6M | Sell |
299,172
-4,839
| -2% | -$932K | 11.39% | 1 |
|
|
2023
Q3 | $51.9M | Sell |
304,011
-3,419
| -1% | -$584K | 11.68% | 2 |
|
|
2023
Q2 | $59.6M | Sell |
307,430
-1,833
| -0.6% | -$355K | 12.89% | 1 |
|
|
2023
Q1 | $51M | Sell |
309,263
-3,185
| -1% | -$525K | 12.57% | 1 |
|
|
2022
Q4 | $40.9M | Buy |
312,448
+190
| +0.1% | +$24.9K | 11.19% | 2 |
|
|
2022
Q3 | $43.2M | Buy |
312,258
+3,074
| +1% | +$426K | 12.1% | 1 |
|
|
2022
Q2 | $42.2M | Buy |
309,184
+11,013
| +4% | +$1.5M | 11.64% | 1 |
|
|
2022
Q1 | $52.1M | Buy |
298,171
+8,001
| +3% | +$1.4M | 11.91% | 1 |
|
|
2021
Q4 | $52.1M | Buy |
290,170
+8,836
| +3% | +$1.59M | 12.21% | 1 |
|
|
2021
Q3 | $39.8M | Buy |
281,334
+6,129
| +2% | +$868K | 10.8% | 1 |
|
|
2021
Q2 | $37.7M | Buy |
275,205
+15,181
| +6% | +$2.08M | 10.61% | 1 |
|
|
2021
Q1 | $31.8M | Buy |
260,024
+21,886
| +9% | +$2.67M | 10.13% | 1 |
|
|
2020
Q4 | $31.6M | Sell |
238,138
-2,770
| -1% | -$368K | 11.66% | 1 |
|
|
2020
Q3 | $27.9M | Buy |
240,908
+180,383
| +298% | +$20.9M | 11.77% | 1 |
|
|
2020
Q2 | $22.3M | Buy |
60,525
+2,259
| +4% | +$833K | 10.83% | 1 |
|
|
2020
Q1 | $14.8M | Buy |
+58,266
| New | +$14.8M | 10.05% | 2 |
|
|
2019
Q4 | – | Sell |
-69,080
| Closed | -$15.5M | – | 69 |
|
|
2019
Q3 | $15.5M | Buy |
69,080
+4,343
| +7% | +$973K | 9.38% | 3 |
|
|
2019
Q2 | $12.6M | Buy |
64,737
+711
| +1% | +$139K | 8.4% | 3 |
|
|
2019
Q1 | $12.1M | Buy |
64,026
+207
| +0.3% | +$39.2K | 4.85% | 3 |
|
|
2018
Q4 | $10.9M | Buy |
63,819
+10,580
| +20% | +$1.8M | 8.06% | 3 |
|
|
2018
Q3 | $12M | Buy |
53,239
+7,681
| +17% | +$1.73M | 7.83% | 3 |
|
|
2018
Q2 | $8.43M | Buy |
45,558
+215
| +0.5% | +$39.8K | 6.18% | 5 |
|
|
2018
Q1 | $7.61M | Buy |
45,343
+1,025
| +2% | +$172K | 5.78% | 5 |
|
|
2017
Q4 | $7.5M | Buy |
44,318
+15,292
| +53% | +$2.59M | 6.35% | 5 |
|
|
2017
Q3 | $4.47M | Buy |
29,026
+8,452
| +41% | +$1.3M | 4.18% | 9 |
|
|
2017
Q2 | $2.96M | Buy |
+20,574
| New | +$2.96M | 3.27% | 9 |
|