IPW
IronBridge Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.13M | Buy |
27,589
+1,017
| +4% | +$226K | 2.41% | 12 |
|
|
2024
Q4 | $6.65M | Buy |
26,572
+2,177
| +9% | +$545K | 2.44% | 11 |
|
|
2024
Q3 | $5.68M | Sell |
24,395
-988
| -4% | -$230K | 2.12% | 15 |
|
|
2024
Q2 | $5.35M | Buy |
25,383
+54
| +0.2% | +$11.4K | 2% | 17 |
|
|
2024
Q1 | $4.34M | Buy |
25,329
+1,594
| +7% | +$273K | 1.8% | 19 |
|
|
2023
Q4 | $4.57M | Buy |
23,735
+1,995
| +9% | +$384K | 2.23% | 18 |
|
|
2023
Q3 | $3.72M | Buy |
21,740
+17,114
| +370% | +$2.93M | 2.02% | 17 |
|
|
2023
Q2 | $897K | Buy |
4,626
+1
| +0% | +$194 | 0.5% | 29 |
|
|
2023
Q1 | $763K | Buy |
4,625
+455
| +11% | +$75K | 0.49% | 25 |
|
|
2022
Q4 | $542K | Buy |
4,170
+469
| +13% | +$60.9K | 0.45% | 19 |
|
|
2022
Q3 | $511K | Sell |
3,701
-520
| -12% | -$71.8K | 0.44% | 14 |
|
|
2022
Q2 | $577K | Sell |
4,221
-1,672
| -28% | -$229K | 0.43% | 22 |
|
|
2022
Q1 | $1.03M | Buy |
5,893
+54
| +0.9% | +$9.43K | 0.63% | 26 |
|
|
2021
Q4 | $1.04M | Buy |
5,839
+1,021
| +21% | +$181K | 0.54% | 28 |
|
|
2021
Q3 | $682K | Buy |
4,818
+2
| +0% | +$283 | 0.37% | 26 |
|
|
2021
Q2 | $660K | Buy |
4,816
+1
| +0% | +$137 | 0.39% | 26 |
|
|
2021
Q1 | $588K | Buy |
4,815
+42
| +0.9% | +$5.13K | 0.37% | 28 |
|
|
2020
Q4 | $633K | Buy |
+4,773
| New | +$633K | 0.47% | 27 |
|