MWA
Martel Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
2,743
+1
| +0% | +$205 | 0.1% | 40 |
|
|
2025
Q1 | $609K | Hold |
2,742
| – | – | 0.12% | 38 |
|
|
2024
Q4 | $687K | Sell |
2,742
-84
| -3% | -$21K | 0.13% | 38 |
|
|
2024
Q3 | $641K | Sell |
2,826
-283
| -9% | -$64.2K | 0.13% | 31 |
|
|
2024
Q2 | $655K | Sell |
3,109
-199
| -6% | -$41.9K | 0.14% | 32 |
|
|
2024
Q1 | $567K | Sell |
3,308
-31
| -0.9% | -$5.32K | 0.12% | 33 |
|
|
2023
Q4 | $643K | Buy |
3,339
+517
| +18% | +$99.5K | 0.15% | 32 |
|
|
2023
Q3 | $483K | Buy |
2,822
+795
| +39% | +$136K | 0.12% | 33 |
|
|
2023
Q2 | $393K | Buy |
2,027
+120
| +6% | +$23.3K | 0.1% | 38 |
|
|
2023
Q1 | $314K | Sell |
1,907
-377
| -17% | -$62.2K | 0.08% | 38 |
|
|
2022
Q4 | $297K | Hold |
2,284
| – | – | 0.08% | 40 |
|
|
2022
Q3 | $316K | Hold |
2,284
| – | – | 0.09% | 39 |
|
|
2022
Q2 | $312K | Buy |
2,284
+60
| +3% | +$8.2K | 0.09% | 41 |
|
|
2022
Q1 | $388K | Buy |
2,224
+69
| +3% | +$12K | 0.09% | 39 |
|
|
2021
Q4 | $383K | Sell |
2,155
-125
| -5% | -$22.2K | 0.09% | 39 |
|
|
2021
Q3 | $323K | Hold |
2,280
| – | – | 0.08% | 42 |
|
|
2021
Q2 | $312K | Sell |
2,280
-78
| -3% | -$10.7K | 0.08% | 42 |
|
|
2021
Q1 | $288K | Sell |
2,358
-138
| -6% | -$16.9K | 0.08% | 42 |
|
|
2020
Q4 | $331K | Buy |
+2,496
| New | +$331K | 0.1% | 39 |
|