MFGM
Marshall Financial Group (Maryland)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
58,879
+300
| +0.5% | +$63K | 2.42% | 10 |
|
|
2025
Q1 | $13M | Sell |
58,579
-842
| -1% | -$187K | 2.84% | 10 |
|
|
2024
Q4 | $14.9M | Buy |
59,421
+3,126
| +6% | +$783K | 3.6% | 5 |
|
|
2024
Q3 | $13.1M | Buy |
56,295
+3,797
| +7% | +$885K | 3.13% | 7 |
|
|
2024
Q2 | $11.1M | Buy |
52,498
+757
| +1% | +$159K | 3.09% | 7 |
|
|
2024
Q1 | $8.87M | Buy |
51,741
+522
| +1% | +$89.5K | 2.55% | 6 |
|
|
2023
Q4 | $9.86M | Buy |
51,219
+116
| +0.2% | +$22.3K | 3.18% | 5 |
|
|
2023
Q3 | $8.75M | Sell |
51,103
-254
| -0.5% | -$43.5K | 3.15% | 5 |
|
|
2023
Q2 | $9.96M | Sell |
51,357
-1,522
| -3% | -$295K | 3.4% | 5 |
|
|
2023
Q1 | $8.72M | Buy |
52,879
+158
| +0.3% | +$26.1K | 3.13% | 5 |
|
|
2022
Q4 | $6.85M | Buy |
52,721
+125
| +0.2% | +$16.2K | 2.66% | 4 |
|
|
2022
Q3 | $7.27M | Sell |
52,596
-429
| -0.8% | -$59.3K | 3.07% | 5 |
|
|
2022
Q2 | $7.25M | Buy |
53,025
+2,166
| +4% | +$296K | 2.9% | 5 |
|
|
2022
Q1 | $8.88M | Sell |
50,859
-46
| -0.1% | -$8.03K | 3.63% | 4 |
|
|
2021
Q4 | $9.04M | Buy |
50,905
+2,949
| +6% | +$524K | 3.33% | 2 |
|
|
2021
Q3 | $6.79M | Buy |
47,956
+421
| +0.9% | +$59.6K | 3.51% | 3 |
|
|
2021
Q2 | $6.51M | Sell |
47,535
-1,415
| -3% | -$194K | 3.52% | 3 |
|
|
2021
Q1 | $5.98M | Buy |
48,950
+5,306
| +12% | +$648K | 3.57% | 3 |
|
|
2020
Q4 | $5.79M | Buy |
+43,644
| New | +$5.79M | 3.78% | 3 |
|