MTM FINANCIAL GROUP, LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $806K | Buy |
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|
2025
Q4 | $807K | Buy |
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|
2025
Q3 | $756K | Buy |
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|
2025
Q2 | $603K | Buy |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $724K | Sell |
|
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|
2024
Q3 | $741K | Sell |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $584K | Buy |
|