Ironwood 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 | $38.2M | Hold |
171,906
| – | – | 8.19% | 2 |
|
|
2025
Q1 | $38.2M | Sell |
171,906
-479
| -0.3% | -$106K | 8.19% | 2 |
|
|
2024
Q4 | $43.2M | Sell |
172,385
-2,020
| -1% | -$506K | 9.06% | 2 |
|
|
2024
Q3 | $40.6M | Sell |
174,405
-23,115
| -12% | -$5.39M | 8.54% | 2 |
|
|
2024
Q2 | $41.6M | Sell |
197,520
-14,215
| -7% | -$2.99M | 9.33% | 2 |
|
|
2024
Q1 | $36.3M | Sell |
211,735
-5,923
| -3% | -$1.02M | 8.35% | 2 |
|
|
2023
Q4 | $41.9M | Sell |
217,658
-2,963
| -1% | -$570K | 10.15% | 2 |
|
|
2023
Q3 | $37.8M | Buy |
220,621
+930
| +0.4% | +$159K | 10.15% | 2 |
|
|
2023
Q2 | $42.6M | Sell |
219,691
-17,468
| -7% | -$3.39M | 11.21% | 1 |
|
|
2023
Q1 | $39.1M | Sell |
237,159
-7
| -0% | -$1.15K | 10.9% | 1 |
|
|
2022
Q4 | $30.8M | Sell |
237,166
-3,547
| -1% | -$461K | 9.6% | 2 |
|
|
2022
Q3 | $33.3M | Buy |
240,713
+165
| +0.1% | +$22.8K | 11.03% | 1 |
|
|
2022
Q2 | $32.9M | Sell |
240,548
-80
| -0% | -$10.9K | 10.56% | 1 |
|
|
2022
Q1 | $42M | Buy |
240,628
+1,040
| +0.4% | +$182K | 11.86% | 1 |
|
|
2021
Q4 | $42.5M | Sell |
239,588
-20
| -0% | -$3.55K | 11.65% | 1 |
|
|
2021
Q3 | $33.9M | Sell |
239,608
-367
| -0.2% | -$51.9K | 9.93% | 1 |
|
|
2021
Q2 | $32.9M | Sell |
239,975
-16,063
| -6% | -$2.2M | 9.87% | 1 |
|
|
2021
Q1 | $31.3M | Buy |
256,038
+39,803
| +18% | +$4.86M | 10.2% | 1 |
|
|
2020
Q4 | $28.7M | Buy |
216,235
+203,554
| +1,605% | +$27M | 10.74% | 2 |
|
|
2020
Q3 | $1.47M | Buy |
12,681
+149
| +1% | +$17.3K | 0.74% | 24 |
|
|
2020
Q2 | $1.14M | Buy |
12,532
+944
| +8% | +$86.1K | 0.62% | 25 |
|
|
2020
Q1 | $737K | Buy |
11,588
+180
| +2% | +$11.4K | 0.5% | 20 |
|
|
2019
Q4 | $837K | Sell |
11,408
-176
| -2% | -$12.9K | 0.38% | 29 |
|
|
2019
Q3 | $649K | Hold |
11,584
| – | – | 0.31% | 30 |
|
|
2019
Q2 | $573K | Hold |
11,584
| – | – | 0.28% | 34 |
|
|
2019
Q1 | $550K | Buy |
11,584
+68
| +0.6% | +$3.23K | 0.28% | 37 |
|
|
2018
Q4 | $454K | Buy |
11,516
+416
| +4% | +$16.4K | 0.25% | 38 |
|
|
2018
Q3 | $626K | Buy |
11,100
+964
| +10% | +$54.4K | 0.33% | 36 |
|
|
2018
Q2 | $469K | Sell |
10,136
-420
| -4% | -$19.4K | 0.27% | 35 |
|
|
2018
Q1 | $443K | Hold |
10,556
| – | – | 0.48% | 24 |
|
|
2017
Q4 | $447K | Buy |
10,556
+600
| +6% | +$25.4K | 0.27% | 34 |
|
|
2017
Q3 | $384K | Hold |
9,956
| – | – | 0.24% | 36 |
|
|
2017
Q2 | $358K | Hold |
9,956
| – | – | 0.23% | 35 |
|
|
2017
Q1 | $358K | Sell |
9,956
-400
| -4% | -$14.4K | 0.24% | 35 |
|
|
2016
Q4 | $300K | Hold |
10,356
| – | – | 0.21% | 36 |
|
|
2016
Q3 | $293K | Buy |
10,356
+3,200
| +45% | +$90.5K | 0.21% | 40 |
|
|
2016
Q2 | $171K | Sell |
7,156
-3,200
| -31% | -$76.5K | 0.13% | 50 |
|
|
2016
Q1 | $282K | Buy |
+10,356
| New | +$282K | 0.22% | 41 |
|
|
2015
Q3 | $300K | Buy |
10,908
+636
| +6% | +$17.5K | 0.15% | 57 |
|
|
2015
Q2 | $322K | Hold |
10,272
| – | – | 0.15% | 55 |
|
|
2015
Q1 | $320K | Buy |
10,272
+456
| +5% | +$14.2K | 0.15% | 57 |
|
|
2014
Q4 | $271K | Buy |
+9,816
| New | +$271K | 0.15% | 60 |
|