MAG
M3 Advisory Group’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.42M | Buy |
16,648
+844
| +5% | +$173K | 2.36% | 10 |
|
2025
Q1 | $3.51M | Sell |
15,804
-1,721
| -10% | -$382K | 2.77% | 8 |
|
2024
Q4 | $4.39M | Buy |
17,525
+289
| +2% | +$72.4K | 3.14% | 6 |
|
2024
Q3 | $4.02M | Buy |
17,236
+1,148
| +7% | +$267K | 2.95% | 6 |
|
2024
Q2 | $3.39M | Buy |
16,088
+2,081
| +15% | +$438K | 2.79% | 9 |
|
2024
Q1 | $2.4M | Buy |
14,007
+1,860
| +15% | +$319K | 2.18% | 11 |
|
2023
Q4 | $2.34M | Buy |
+12,147
| New | +$2.34M | 2.74% | 10 |
|