Ironwood Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
1,836
| – | – | 0.18% | 117 |
|
|
2025
Q1 | $408K | Hold |
1,836
| – | – | 0.22% | 108 |
|
|
2024
Q4 | $460K | Hold |
1,836
| – | – | 0.23% | 105 |
|
|
2024
Q3 | $428K | Hold |
1,836
| – | – | 0.21% | 113 |
|
|
2024
Q2 | $387K | Hold |
1,836
| – | – | 0.21% | 115 |
|
|
2024
Q1 | $315K | Hold |
1,836
| – | – | 0.15% | 133 |
|
|
2023
Q4 | $353K | Hold |
1,836
| – | – | 0.19% | 121 |
|
|
2023
Q3 | $314K | Hold |
1,836
| – | – | 0.19% | 119 |
|
|
2023
Q2 | $356K | Hold |
1,836
| – | – | 0.21% | 115 |
|
|
2023
Q1 | $303K | Hold |
1,836
| – | – | 0.19% | 121 |
|
|
2022
Q4 | $239K | Hold |
1,836
| – | – | 0.16% | 133 |
|
|
2022
Q3 | $254K | Hold |
1,836
| – | – | 0.18% | 135 |
|
|
2022
Q2 | $251K | Hold |
1,836
| – | – | 0.17% | 134 |
|
|
2022
Q1 | $321K | Hold |
1,836
| – | – | 0.17% | 135 |
|
|
2021
Q4 | $326K | Hold |
1,836
| – | – | 0.16% | 139 |
|
|
2021
Q3 | $260K | Hold |
1,836
| – | – | 0.13% | 154 |
|
|
2021
Q2 | $251K | Hold |
1,836
| – | – | 0.13% | 161 |
|
|
2021
Q1 | $224K | Hold |
1,836
| – | – | 0.12% | 161 |
|
|
2020
Q4 | $244K | Hold |
1,836
| – | – | 0.14% | 148 |
|
|
2020
Q3 | $213K | Buy |
+1,836
| New | +$213K | 0.15% | 141 |
|
|
2019
Q4 | – | Sell |
-4,636
| Closed | -$260K | – | 155 |
|
|
2019
Q3 | $260K | Buy |
4,636
+336
| +8% | +$18.8K | 0.19% | 127 |
|
|
2019
Q2 | $213K | Hold |
4,300
| – | – | 0.17% | 131 |
|
|
2019
Q1 | $204K | Buy |
+4,300
| New | +$204K | 0.17% | 138 |
|
|
2018
Q4 | – | Sell |
-4,300
| Closed | -$243K | – | 151 |
|
|
2018
Q3 | $243K | Buy |
+4,300
| New | +$243K | 0.17% | 145 |
|