MWM
Maripau Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
15,939
+4,299
| +37% | +$882K | 1.65% | 12 |
|
|
2025
Q1 | $2.59M | Buy |
11,640
+143
| +1% | +$31.8K | 1.48% | 14 |
|
|
2024
Q4 | $2.88M | Sell |
11,497
-1,968
| -15% | -$493K | 1.71% | 15 |
|
|
2024
Q3 | $3.14M | Buy |
13,465
+2,614
| +24% | +$609K | 2.72% | 9 |
|
|
2024
Q2 | $2.29M | Buy |
10,851
+1,515
| +16% | +$319K | 1.56% | 13 |
|
|
2024
Q1 | $1.6M | Buy |
9,336
+3,544
| +61% | +$608K | 1.2% | 20 |
|
|
2023
Q4 | $1.12M | Sell |
5,792
-3,629
| -39% | -$699K | 0.97% | 25 |
|
|
2023
Q3 | $1.61M | Buy |
9,421
+3,960
| +73% | +$678K | 1.48% | 17 |
|
|
2023
Q2 | $1.06M | Buy |
5,461
+1,663
| +44% | +$323K | 0.94% | 27 |
|
|
2023
Q1 | $626K | Sell |
3,798
-4,832
| -56% | -$797K | 0.65% | 39 |
|
|
2022
Q4 | $1.17M | Sell |
8,630
-185
| -2% | -$25K | 1.21% | 23 |
|
|
2022
Q3 | $1.35M | Buy |
8,815
+166
| +2% | +$25.5K | 1.46% | 19 |
|
|
2022
Q2 | $1.4M | Buy |
8,649
+3,134
| +57% | +$506K | 1.51% | 17 |
|
|
2022
Q1 | $916K | Sell |
5,515
-173
| -3% | -$28.7K | 0.83% | 29 |
|
|
2021
Q4 | $979K | Buy |
+5,688
| New | +$979K | 0.93% | 25 |
|