IHWM
Iron Horse Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
5,906
+863
| +17% | +$177K | 0.36% | 20 |
|
|
2025
Q1 | $1.12M | Sell |
5,043
-17
| -0.3% | -$3.78K | 0.36% | 20 |
|
|
2024
Q4 | $1.27M | Buy |
5,060
+248
| +5% | +$62.1K | 0.43% | 17 |
|
|
2024
Q3 | $1.12M | Buy |
4,812
+241
| +5% | +$56.2K | 0.38% | 17 |
|
|
2024
Q2 | $963K | Buy |
4,571
+647
| +16% | +$136K | 0.37% | 17 |
|
|
2024
Q1 | $673K | Buy |
3,924
+178
| +5% | +$30.5K | 0.27% | 18 |
|
|
2023
Q4 | $721K | Hold |
3,746
| – | – | 0.32% | 20 |
|
|
2023
Q3 | $641K | Buy |
3,746
+269
| +8% | +$46.1K | 0.31% | 20 |
|
|
2023
Q2 | $674K | Buy |
3,477
+1
| +0% | +$194 | 0.33% | 21 |
|
|
2023
Q1 | $573K | Sell |
3,476
-87
| -2% | -$14.4K | 0.29% | 21 |
|
|
2022
Q4 | $463K | Buy |
3,563
+1,031
| +41% | +$134K | 0.25% | 22 |
|
|
2022
Q3 | $350K | Sell |
2,532
-1,027
| -29% | -$142K | 0.51% | 20 |
|
|
2022
Q2 | $487K | Sell |
3,559
-87
| -2% | -$11.9K | 0.28% | 22 |
|
|
2022
Q1 | $637K | Hold |
3,646
| – | – | 0.35% | 21 |
|
|
2021
Q4 | $647K | Buy |
3,646
+1
| +0% | +$177 | 0.36% | 21 |
|
|
2021
Q3 | $516K | Buy |
3,645
+9
| +0.2% | +$1.27K | 0.32% | 21 |
|
|
2021
Q2 | $498K | Sell |
3,636
-110
| -3% | -$15.1K | 0.33% | 23 |
|
|
2021
Q1 | $458K | Buy |
3,746
+3
| +0.1% | +$367 | 0.34% | 22 |
|
|
2020
Q4 | $497K | Buy |
+3,743
| New | +$497K | 0.4% | 21 |
|