MLRA
Main Line Retirement Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
3,261
-34
| -1% | -$6.98K | 0.38% | 24 |
|
|
2025
Q1 | $732K | Buy |
3,295
+2
| +0.1% | +$444 | 0.48% | 22 |
|
|
2024
Q4 | $825K | Buy |
3,293
+56
| +2% | +$14K | 0.54% | 22 |
|
|
2024
Q3 | $754K | Buy |
3,237
+87
| +3% | +$20.3K | 0.52% | 19 |
|
|
2024
Q2 | $664K | Sell |
3,150
-2,043
| -39% | -$430K | 0.51% | 20 |
|
|
2024
Q1 | $891K | Buy |
5,193
+1,832
| +55% | +$314K | 0.7% | 19 |
|
|
2023
Q4 | $647K | Buy |
+3,361
| New | +$647K | 0.56% | 20 |
|
|
2023
Q2 | $607K | Buy |
+3,132
| New | +$607K | 0.57% | 19 |
|