IWA
IVC Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
59,834
+154
| +0.3% | +$31.6K | 5.99% | 2 |
|
|
2025
Q1 | $13.3M | Sell |
59,680
-2,029
| -3% | -$451K | 7.13% | 2 |
|
|
2024
Q4 | $15.5M | Sell |
61,709
-1,811
| -3% | -$454K | 8.65% | 2 |
|
|
2024
Q3 | $14.8M | Sell |
63,520
-4,407
| -6% | -$1.03M | 8.1% | 2 |
|
|
2024
Q2 | $14.3M | Sell |
67,927
-1,200
| -2% | -$253K | 8% | 2 |
|
|
2024
Q1 | $11.9M | Sell |
69,127
-1,531
| -2% | -$263K | 6.84% | 2 |
|
|
2023
Q4 | $13.6M | Sell |
70,658
-1,614
| -2% | -$311K | 8.46% | 2 |
|
|
2023
Q3 | $12.4M | Sell |
72,272
-218
| -0.3% | -$37.3K | 8.27% | 2 |
|
|
2023
Q2 | $14.1M | Sell |
72,490
-1,660
| -2% | -$322K | 8.91% | 2 |
|
|
2023
Q1 | $12.2M | Sell |
74,150
-926
| -1% | -$153K | 8.66% | 2 |
|
|
2022
Q4 | $9.75M | Sell |
75,076
-1,028
| -1% | -$134K | 7.19% | 3 |
|
|
2022
Q3 | $10.5M | Sell |
76,104
-517
| -0.7% | -$71.5K | 8.47% | 3 |
|
|
2022
Q2 | $10.5M | Sell |
76,621
-2,486
| -3% | -$340K | 8.11% | 3 |
|
|
2022
Q1 | $13.8M | Sell |
79,107
-888
| -1% | -$155K | 9.08% | 2 |
|
|
2021
Q4 | $14.2M | Sell |
79,995
-6,214
| -7% | -$1.1M | 9.15% | 2 |
|
|
2021
Q3 | $12.2M | Buy |
86,209
+2,359
| +3% | +$334K | 8.41% | 3 |
|
|
2021
Q2 | $11.5M | Sell |
83,850
-1,529
| -2% | -$209K | 8.07% | 3 |
|
|
2021
Q1 | $10.4M | Sell |
85,379
-3,748
| -4% | -$458K | 8.21% | 3 |
|
|
2020
Q4 | $11.8M | Buy |
+89,127
| New | +$11.8M | 11.28% | 1 |
|