MGWM
Marks Group Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
101,871
-724
| -0.7% | -$149K | 1.94% | 4 |
|
|
2025
Q1 | $22.8M | Buy |
102,595
+83
| +0.1% | +$18.4K | 2.19% | 2 |
|
|
2024
Q4 | $25.7M | Sell |
102,512
-813
| -0.8% | -$204K | 2.53% | 2 |
|
|
2024
Q3 | $24.1M | Sell |
103,325
-844
| -0.8% | -$197K | 2.3% | 2 |
|
|
2024
Q2 | $21.9M | Buy |
104,169
+29
| +0% | +$6.11K | 2.31% | 2 |
|
|
2024
Q1 | $17.9M | Buy |
104,140
+1,683
| +2% | +$289K | 1.87% | 3 |
|
|
2023
Q4 | $19.7M | Buy |
102,457
+4,663
| +5% | +$898K | 2.25% | 2 |
|
|
2023
Q3 | $16.7M | Sell |
97,794
-399
| -0.4% | -$68.3K | 2.07% | 2 |
|
|
2023
Q2 | $19M | Buy |
98,193
+27,230
| +38% | +$5.28M | 2.27% | 2 |
|
|
2023
Q1 | $11.7M | Sell |
70,963
-12,286
| -15% | -$2.03M | 1.5% | 6 |
|
|
2022
Q4 | $10.8M | Buy |
83,249
+24,127
| +41% | +$3.13M | 1.48% | 5 |
|
|
2022
Q3 | $8.17M | Sell |
59,122
-96
| -0.2% | -$13.3K | 1.24% | 6 |
|
|
2022
Q2 | $8.1M | Buy |
59,218
+56
| +0.1% | +$7.66K | 1.17% | 7 |
|
|
2022
Q1 | $10.3M | Buy |
59,162
+3,875
| +7% | +$677K | 1.3% | 8 |
|
|
2021
Q4 | $9.83M | Buy |
55,287
+682
| +1% | +$121K | 1.2% | 9 |
|
|
2021
Q3 | $7.73M | Buy |
54,605
+16,778
| +44% | +$2.38M | 1.05% | 14 |
|
|
2021
Q2 | $5.18M | Sell |
37,827
-397
| -1% | -$54.4K | 0.71% | 69 |
|
|
2021
Q1 | $4.67M | Sell |
38,224
-4,238
| -10% | -$517K | 0.69% | 68 |
|
|
2020
Q4 | $5.63M | Sell |
42,462
-52
| -0.1% | -$6.9K | 0.88% | 28 |
|
|
2020
Q3 | $4.92M | Buy |
42,514
+24,246
| +133% | +$2.81M | 0.89% | 27 |
|
|
2020
Q2 | $6.66M | Buy |
18,268
+13,559
| +288% | +$4.94M | 1.35% | 7 |
|
|
2020
Q1 | $1.2M | Buy |
4,709
+58
| +1% | +$14.8K | 0.31% | 110 |
|
|
2019
Q4 | $1.37M | Buy |
+4,651
| New | +$1.37M | 0.27% | 123 |
|