IronBridge Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $773K | Sell |
3,046
-509
| -14% | -$132K | 0.25% | 36 |
|
|
2025
Q4 | $966K | Hold |
3,555
| – | – | 0.31% | 32 |
|
|
2025
Q3 | $905K | Sell |
3,555
-12,106
| -77% | -$2.73M | 0.29% | 33 |
|
|
2025
Q2 | $3.21M | Sell |
15,661
-11,928
| -43% | -$2.41M | 1.12% | 22 |
|
|
2025
Q1 | $6.13M | Buy |
27,589
+1,017
| +4% | +$236K | 2.41% | 12 |
|
|
2024
Q4 | $6.65M | Buy |
26,572
+2,177
| +9% | +$513K | 2.44% | 11 |
|
|
2024
Q3 | $5.68M | Sell |
24,395
-988
| -4% | -$221K | 2.12% | 15 |
|
|
2024
Q2 | $5.35M | Buy |
25,383
+54
| +0.2% | +$10.1K | 2% | 17 |
|
|
2024
Q1 | $4.34M | Buy |
25,329
+1,594
| +7% | +$290K | 1.8% | 19 |
|
|
2023
Q4 | $4.57M | Buy |
23,735
+1,995
| +9% | +$368K | 2.23% | 18 |
|
|
2023
Q3 | $3.72M | Buy |
21,740
+17,114
| +370% | +$3.14M | 2.02% | 17 |
|
|
2023
Q2 | $897K | Buy |
4,626
+1
| +0% | +$174 | 0.5% | 29 |
|
|
2023
Q1 | $763K | Buy |
4,625
+455
| +11% | +$67.1K | 0.49% | 25 |
|
|
2022
Q4 | $542K | Buy |
4,170
+469
| +13% | +$67K | 0.45% | 19 |
|
|
2022
Q3 | $511K | Sell |
3,701
-520
| -12% | -$81.6K | 0.44% | 14 |
|
|
2022
Q2 | $577K | Sell |
4,221
-1,672
| -28% | -$253K | 0.43% | 22 |
|
|
2022
Q1 | $1.03M | Buy |
5,893
+54
| +0.9% | +$9.08K | 0.64% | 26 |
|
|
2021
Q4 | $1.04M | Buy |
5,839
+1,021
| +21% | +$161K | 0.54% | 28 |
|
|
2021
Q3 | $682K | Buy |
4,818
+2
| +0% | +$294 | 0.41% | 29 |
|
|
2021
Q2 | $660K | Buy |
4,816
+1
| +0% | +$130 | 0.41% | 29 |
|
|
2021
Q1 | $588K | Buy |
4,815
+42
| +0.9% | +$5.39K | 0.38% | 30 |
|
|
2020
Q4 | $633K | Buy |
+4,773
| New | +$574K | 0.47% | 27 |
|
Other funds holding AAPL
VCM
VPM
