MWM
Marietta Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
121,266
+1,965
| +2% | +$403K | 3.24% | 3 |
|
|
2025
Q1 | $26.5M | Buy |
119,301
+1,986
| +2% | +$441K | 3.89% | 1 |
|
|
2024
Q4 | $29.4M | Buy |
117,315
+797
| +0.7% | +$200K | 4.21% | 2 |
|
|
2024
Q3 | $27.1M | Sell |
116,518
-235
| -0.2% | -$54.8K | 3.94% | 1 |
|
|
2024
Q2 | $24.6M | Buy |
116,753
+6,114
| +6% | +$1.29M | 3.83% | 2 |
|
|
2024
Q1 | $19M | Sell |
110,639
-124
| -0.1% | -$21.3K | 3.13% | 2 |
|
|
2023
Q4 | $21.3M | Sell |
110,763
-713
| -0.6% | -$137K | 3.8% | 1 |
|
|
2023
Q3 | $19.1M | Sell |
111,476
-4,786
| -4% | -$819K | 3.79% | 1 |
|
|
2023
Q2 | $22.6M | Sell |
116,262
-1,661
| -1% | -$322K | 4.25% | 1 |
|
|
2023
Q1 | $19.4M | Sell |
117,923
-478
| -0.4% | -$78.8K | 4.13% | 1 |
|
|
2022
Q4 | $15.3M | Buy |
118,401
+1,888
| +2% | +$245K | 3.47% | 1 |
|
|
2022
Q3 | $16.1M | Buy |
116,513
+202
| +0.2% | +$27.9K | 4.02% | 1 |
|
|
2022
Q2 | $15.9M | Buy |
116,311
+1,604
| +1% | +$219K | 3.84% | 1 |
|
|
2022
Q1 | $20M | Sell |
114,707
-771
| -0.7% | -$135K | 4.19% | 1 |
|
|
2021
Q4 | $20.5M | Sell |
115,478
-1,526
| -1% | -$271K | 4.12% | 1 |
|
|
2021
Q3 | $16.6M | Buy |
117,004
+1,339
| +1% | +$189K | 3.62% | 1 |
|
|
2021
Q2 | $15.8M | Buy |
115,665
+2,773
| +2% | +$380K | 3.57% | 1 |
|
|
2021
Q1 | $13.8M | Buy |
112,892
+744
| +0.7% | +$90.9K | 3.44% | 1 |
|
|
2020
Q4 | $14.9M | Buy |
112,148
+1,008
| +0.9% | +$134K | 4.09% | 1 |
|
|
2020
Q3 | $12.9M | Buy |
111,140
+78,471
| +240% | +$9.09M | 4.01% | 1 |
|
|
2020
Q2 | $11.9M | Buy |
32,669
+80
| +0.2% | +$29.2K | 4.07% | 1 |
|
|
2020
Q1 | $8.36M | Sell |
32,589
-1,716
| -5% | -$440K | 3.26% | 1 |
|
|
2019
Q4 | $10.1M | Sell |
34,305
-1,866
| -5% | -$548K | 3.32% | 2 |
|
|
2019
Q3 | $8.1M | Buy |
36,171
+1,198
| +3% | +$268K | 2.95% | 2 |
|
|
2019
Q2 | $6.92M | Sell |
34,973
-205
| -0.6% | -$40.6K | 2.7% | 3 |
|
|
2019
Q1 | $6.68M | Buy |
35,178
+2,093
| +6% | +$398K | 2.74% | 3 |
|
|
2018
Q4 | $5.6M | Buy |
33,085
+1,855
| +6% | +$314K | 2.68% | 4 |
|
|
2018
Q3 | $7.05M | Buy |
31,230
+94
| +0.3% | +$21.2K | 3.12% | 1 |
|
|
2018
Q2 | $5.76M | Buy |
31,136
+436
| +1% | +$80.7K | 2.81% | 3 |
|
|
2018
Q1 | $5.15M | Buy |
30,700
+1,009
| +3% | +$169K | 2.7% | 4 |
|
|
2017
Q4 | $5.03M | Sell |
29,691
-3,276
| -10% | -$554K | 2.72% | 3 |
|
|
2017
Q3 | $5.08M | Sell |
32,967
-2,562
| -7% | -$395K | 2.84% | 3 |
|
|
2017
Q2 | $5.12M | Sell |
35,529
-98
| -0.3% | -$14.1K | 3.11% | 2 |
|
|
2017
Q1 | $5.12M | Buy |
35,627
+2,591
| +8% | +$372K | 3.4% | 1 |
|
|
2016
Q4 | $3.83M | Buy |
+33,036
| New | +$3.83M | 3.06% | 3 |
|