MS
Madden Securities’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
33,435
+1,496
| +5% | +$307K | 2.3% | 12 |
|
|
2025
Q1 | $7.09M | Sell |
31,939
-75
| -0.2% | -$16.7K | 2.75% | 8 |
|
|
2024
Q4 | $8.02M | Sell |
32,014
-19
| -0.1% | -$4.76K | 3.21% | 7 |
|
|
2024
Q3 | $7.46M | Buy |
32,033
+546
| +2% | +$127K | 3.22% | 8 |
|
|
2024
Q2 | $6.63M | Buy |
31,487
+90
| +0.3% | +$19K | 2.94% | 8 |
|
|
2024
Q1 | $5.38M | Sell |
31,397
-6,613
| -17% | -$1.13M | 2.49% | 12 |
|
|
2023
Q4 | $7.32M | Sell |
38,010
-2,514
| -6% | -$484K | 3.87% | 5 |
|
|
2023
Q3 | $6.94M | Sell |
40,524
-363
| -0.9% | -$62.2K | 3.92% | 5 |
|
|
2023
Q2 | $7.93M | Sell |
40,887
-3,414
| -8% | -$662K | 4.06% | 4 |
|
|
2023
Q1 | $7.31M | Sell |
44,301
-2,108
| -5% | -$348K | 3.87% | 4 |
|
|
2022
Q4 | $6.03M | Sell |
46,409
-4,517
| -9% | -$587K | 3.18% | 8 |
|
|
2022
Q3 | $7.04M | Sell |
50,926
-88
| -0.2% | -$12.2K | 4.25% | 2 |
|
|
2022
Q2 | $6.98M | Sell |
51,014
-434
| -0.8% | -$59.3K | 3.83% | 2 |
|
|
2022
Q1 | $8.98M | Buy |
51,448
+6,793
| +15% | +$1.19M | 4.05% | 3 |
|
|
2021
Q4 | $7.93M | Buy |
44,655
+1,841
| +4% | +$327K | 3.72% | 3 |
|
|
2021
Q3 | $6.06M | Sell |
42,814
-5,577
| -12% | -$789K | 3.28% | 3 |
|
|
2021
Q2 | $6.63M | Sell |
48,391
-964
| -2% | -$132K | 3.46% | 2 |
|
|
2021
Q1 | $6.03M | Sell |
49,355
-794
| -2% | -$97K | 3.53% | 3 |
|
|
2020
Q4 | $6.65M | Buy |
50,149
+690
| +1% | +$91.6K | 4.28% | 2 |
|
|
2020
Q3 | $5.73M | Buy |
49,459
+41,320
| +508% | +$4.79M | 4.26% | 2 |
|
|
2020
Q2 | $2.97M | Buy |
+8,139
| New | +$2.97M | 2.64% | 9 |
|
|
2019
Q4 | $2.86M | Buy |
+9,758
| New | +$2.86M | 2.87% | 6 |
|