MWM
Marion Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
37,939
+296
| +0.8% | +$60.7K | 1.95% | 13 |
|
|
2025
Q1 | $8.36M | Buy |
37,643
+1,241
| +3% | +$276K | 2.23% | 10 |
|
|
2024
Q4 | $9.12M | Buy |
36,402
+400
| +1% | +$100K | 2.42% | 11 |
|
|
2024
Q3 | $8.39M | Buy |
36,002
+820
| +2% | +$191K | 2.24% | 11 |
|
|
2024
Q2 | $7.41M | Buy |
35,182
+1,192
| +4% | +$251K | 2.18% | 11 |
|
|
2024
Q1 | $5.83M | Buy |
33,990
+251
| +0.7% | +$43K | 1.74% | 15 |
|
|
2023
Q4 | $6.5M | Sell |
33,739
-1,572
| -4% | -$303K | 2.08% | 12 |
|
|
2023
Q3 | $6.05M | Buy |
35,311
+1,242
| +4% | +$213K | 2.13% | 12 |
|
|
2023
Q2 | $6.61M | Buy |
34,069
+35
| +0.1% | +$6.79K | 2.35% | 11 |
|
|
2023
Q1 | $5.61M | Buy |
34,034
+2,148
| +7% | +$354K | 2.09% | 12 |
|
|
2022
Q4 | $4.14M | Buy |
31,886
+4,862
| +18% | +$632K | 1.75% | 16 |
|
|
2022
Q3 | $3.74M | Buy |
27,024
+4,393
| +19% | +$607K | 1.92% | 15 |
|
|
2022
Q2 | $3.09M | Buy |
22,631
+1,308
| +6% | +$179K | 1.62% | 19 |
|
|
2022
Q1 | $3.72M | Sell |
21,323
-645
| -3% | -$113K | 1.82% | 16 |
|
|
2021
Q4 | $3.9M | Buy |
+21,968
| New | +$3.9M | 1.85% | 16 |
|