Allen Mooney & Barnes Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$33.9M Sell
2025
Q2
$28.3M Buy
2025
Q1
$30.3M Sell
2024
Q4
$41.4M Sell
2024
Q3
$39.2M Sell
2024
Q2
$35.7M Buy
2024
Q1
$22.4M Sell
2023
Q4
$34.2M Buy
2023
Q3
$29.4M Buy
2023
Q2
$32.2M Buy
2023
Q1
$26.6M Buy
2022
Q4
$20.8M Buy
2022
Q3
$21.5M Buy
2022
Q2
$20.4M Buy
2022
Q1
$25.2M Buy