Market Street Wealth Management Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
14,492
+54
| +0.4% | +$11.1K | 0.49% | 30 |
|
|
2025
Q1 | $3.21M | Buy |
14,438
+373
| +3% | +$82.9K | 0.54% | 28 |
|
|
2024
Q4 | $3.52M | Buy |
14,065
+1,833
| +15% | +$459K | 0.59% | 26 |
|
|
2024
Q3 | $2.85M | Buy |
12,232
+104
| +0.9% | +$24.2K | 0.47% | 28 |
|
|
2024
Q2 | $2.55M | Buy |
12,128
+305
| +3% | +$64.2K | 0.44% | 30 |
|
|
2024
Q1 | $2.03M | Sell |
11,823
-1,002
| -8% | -$172K | 0.36% | 35 |
|
|
2023
Q4 | $2.47M | Buy |
12,825
+959
| +8% | +$185K | 0.52% | 31 |
|
|
2023
Q3 | $2.03M | Buy |
11,866
+2,471
| +26% | +$423K | 0.52% | 34 |
|
|
2023
Q2 | $1.82M | Sell |
9,395
-892
| -9% | -$173K | 0.46% | 35 |
|
|
2023
Q1 | $1.7M | Buy |
10,287
+213
| +2% | +$35.1K | 0.45% | 37 |
|
|
2022
Q4 | $1.31M | Buy |
10,074
+597
| +6% | +$77.6K | 0.38% | 47 |
|
|
2022
Q3 | $1.31M | Buy |
9,477
+44
| +0.5% | +$6.08K | 0.42% | 53 |
|
|
2022
Q2 | $1.29M | Buy |
9,433
+1,817
| +24% | +$248K | 0.4% | 50 |
|
|
2022
Q1 | $1.33M | Buy |
7,616
+267
| +4% | +$46.6K | 0.47% | 43 |
|
|
2021
Q4 | $1.31M | Sell |
7,349
-766
| -9% | -$136K | 0.43% | 41 |
|
|
2021
Q3 | $1.15M | Hold |
8,115
| – | – | 0.45% | 39 |
|
|
2021
Q2 | $1.11M | Sell |
8,115
-46
| -0.6% | -$6.3K | 0.49% | 39 |
|
|
2021
Q1 | $997K | Buy |
8,161
+48
| +0.6% | +$5.86K | 0.59% | 35 |
|
|
2020
Q4 | $1.08M | Hold |
8,113
| – | – | 0.84% | 27 |
|
|
2020
Q3 | $940K | Sell |
8,113
-19
| -0.2% | -$2.2K | 0.84% | 27 |
|
|
2020
Q2 | $742K | Buy |
8,132
+256
| +3% | +$23.4K | 0.68% | 27 |
|
|
2020
Q1 | $501K | Buy |
7,876
+868
| +12% | +$55.2K | 0.54% | 32 |
|
|
2019
Q4 | $515K | Buy |
7,008
+68
| +1% | +$5K | 0.47% | 30 |
|
|
2019
Q3 | $389K | Buy |
6,940
+4
| +0.1% | +$224 | 0.38% | 31 |
|
|
2019
Q2 | $362K | Sell |
6,936
-36
| -0.5% | -$1.88K | 0.35% | 29 |
|
|
2019
Q1 | $331K | Buy |
6,972
+40
| +0.6% | +$1.9K | 0.33% | 30 |
|
|
2018
Q4 | $273K | Buy |
+6,932
| New | +$273K | 0.3% | 31 |
|