AMBIA
Allen Mooney & Barnes Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
137,928
+1,697
| +1% | +$348K | 4.65% | 2 |
|
|
2025
Q1 | $30.3M | Sell |
136,231
-29,046
| -18% | -$6.45M | 4.92% | 1 |
|
|
2024
Q4 | $41.4M | Sell |
165,277
-2,761
| -2% | -$691K | 6.98% | 1 |
|
|
2024
Q3 | $39.2M | Sell |
168,038
-1,422
| -0.8% | -$331K | 6.67% | 1 |
|
|
2024
Q2 | $35.7M | Buy |
169,460
+41,473
| +32% | +$8.74M | 6.38% | 1 |
|
|
2024
Q1 | $22.4M | Sell |
127,987
-49,724
| -28% | -$8.7M | 4.3% | 2 |
|
|
2023
Q4 | $34.2M | Buy |
177,711
+5,898
| +3% | +$1.14M | 6.51% | 1 |
|
|
2023
Q3 | $29.4M | Buy |
171,813
+5,994
| +4% | +$1.03M | 6.27% | 1 |
|
|
2023
Q2 | $32.2M | Buy |
165,819
+4,689
| +3% | +$910K | 7.12% | 1 |
|
|
2023
Q1 | $26.6M | Buy |
161,130
+932
| +0.6% | +$154K | 6.36% | 1 |
|
|
2022
Q4 | $20.8M | Buy |
160,198
+4,450
| +3% | +$578K | 5% | 2 |
|
|
2022
Q3 | $21.5M | Buy |
155,748
+6,225
| +4% | +$860K | 5.75% | 1 |
|
|
2022
Q2 | $20.4M | Buy |
149,523
+5,427
| +4% | +$742K | 5.23% | 1 |
|
|
2022
Q1 | $25.2M | Buy |
+144,096
| New | +$25.2M | 5.57% | 1 |
|