JMG Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $810K | Hold |
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|
2023
Q2 | $917K | Hold |
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|
2023
Q1 | $780K | Hold |
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|
2022
Q4 | $615K | Hold |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $677K | Sell |
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|
2020
Q3 | $727K | Buy |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $535K | Buy |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $250K | Hold |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $399K | Buy |
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|
2018
Q2 | $238K | Buy |
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