NIA
NIA Impact Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.22M | Sell |
44,916
-852
| -2% | -$175K | 3.19% | 3 |
|
|
2025
Q1 | $10.2M | Sell |
45,768
-3,292
| -7% | -$731K | 3.77% | 2 |
|
|
2024
Q4 | $12.3M | Sell |
49,060
-298
| -0.6% | -$74.6K | 4% | 3 |
|
|
2024
Q3 | $11.5M | Sell |
49,358
-750
| -1% | -$175K | 3.82% | 3 |
|
|
2024
Q2 | $10.6M | Buy |
50,108
+541
| +1% | +$114K | 3.79% | 3 |
|
|
2024
Q1 | $8.5M | Buy |
+49,567
| New | +$8.5M | 3.39% | 3 |
|
|
2023
Q2 | $5.91M | Sell |
33,223
-1,462
| -4% | -$260K | 3.36% | 10 |
|
|
2023
Q1 | $5.72M | Buy |
34,685
+181
| +0.5% | +$29.8K | 3.09% | 12 |
|
|
2022
Q4 | $4.48M | Buy |
34,504
+1,033
| +3% | +$134K | 2.6% | 16 |
|
|
2022
Q3 | $4.63M | Buy |
33,471
+442
| +1% | +$61.1K | 2.85% | 11 |
|
|
2022
Q2 | $4.52M | Sell |
33,029
-741
| -2% | -$101K | 2.71% | 12 |
|
|
2022
Q1 | $5.9M | Sell |
33,770
-3,478
| -9% | -$607K | 2.86% | 12 |
|
|
2021
Q4 | $6.41M | Sell |
37,248
-3,732
| -9% | -$642K | 3.4% | 9 |
|
|
2021
Q3 | $5.8M | Sell |
40,980
-7,738
| -16% | -$1.09M | 2.47% | 19 |
|
|
2021
Q2 | $6.67M | Buy |
48,718
+1,709
| +4% | +$234K | 3.25% | 10 |
|
|
2021
Q1 | $5.74M | Buy |
47,009
+6,357
| +16% | +$776K | 3.11% | 9 |
|
|
2020
Q4 | $5.32M | Buy |
+40,652
| New | +$5.32M | 2.77% | 12 |
|