MPA
Marvin & Palmer Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,794
| Closed | -$2.84M | – | 33 |
|
|
2025
Q1 | $2.84M | Sell |
12,794
-11,400
| -47% | -$2.53M | 4.24% | 17 |
|
|
2024
Q4 | $6.06M | Buy |
24,194
+11,266
| +87% | +$2.82M | 4.63% | 12 |
|
|
2024
Q3 | $3.01M | Buy |
+12,928
| New | +$3.01M | 2.53% | 19 |
|
|
2023
Q4 | – | Sell |
-42,569
| Closed | -$7.29M | – | 33 |
|
|
2023
Q3 | $7.29M | Sell |
42,569
-7,769
| -15% | -$1.33M | 4.73% | 15 |
|
|
2023
Q2 | $9.76M | Sell |
50,338
-1,230
| -2% | -$239K | 4.4% | 11 |
|
|
2023
Q1 | $8.5M | Buy |
51,568
+5,203
| +11% | +$858K | 4.28% | 16 |
|
|
2022
Q4 | $6.02M | Sell |
46,365
-311
| -0.7% | -$40.4K | 3.17% | 21 |
|
|
2022
Q3 | $6.45M | Hold |
46,676
| – | – | 3.96% | 18 |
|
|
2022
Q2 | $6.38M | Hold |
46,676
| – | – | 3.28% | 22 |
|
|
2022
Q1 | $8.15M | Sell |
46,676
-954
| -2% | -$167K | 3.67% | 18 |
|
|
2021
Q4 | $8.46M | Buy |
+47,630
| New | +$8.46M | 3.62% | 15 |
|
|
2021
Q2 | – | Sell |
-69,135
| Closed | -$8.45M | – | 29 |
|
|
2021
Q1 | $8.45M | Sell |
69,135
-37,302
| -35% | -$4.56M | 3.75% | 13 |
|
|
2020
Q4 | $14M | Buy |
106,437
+14,584
| +16% | +$1.92M | 5.61% | 1 |
|
|
2020
Q3 | $10.6M | Buy |
91,853
+67,152
| +272% | +$7.78M | 5.61% | 1 |
|
|
2020
Q2 | $9.01M | Buy |
24,701
+3,981
| +19% | +$1.45M | 5.44% | 1 |
|
|
2020
Q1 | $5.27M | Sell |
20,720
-8,800
| -30% | -$2.24M | 5.04% | 4 |
|
|
2019
Q4 | $8.67M | Buy |
+29,520
| New | +$8.67M | 5.11% | 3 |
|
|
2019
Q1 | – | Sell |
-15,370
| Closed | -$2.42M | – | 28 |
|
|
2018
Q4 | $2.42M | Sell |
15,370
-10,185
| -40% | -$1.61M | 2.09% | 23 |
|
|
2018
Q3 | $5.77M | Buy |
+25,555
| New | +$5.77M | 4.37% | 10 |
|
|
2016
Q2 | – | Sell |
-20,785
| Closed | -$2.27M | – | 36 |
|
|
2016
Q1 | $2.27M | Sell |
20,785
-13,500
| -39% | -$1.47M | 2.64% | 13 |
|
|
2015
Q4 | $3.61M | Sell |
34,285
-700
| -2% | -$73.7K | 3.7% | 4 |
|
|
2015
Q3 | $3.86M | Sell |
34,985
-18,700
| -35% | -$2.06M | 4.61% | 1 |
|
|
2015
Q2 | $6.73M | Sell |
53,685
-300
| -0.6% | -$37.6K | 6.37% | 2 |
|
|
2015
Q1 | $6.72M | Buy |
53,985
+7,204
| +15% | +$896K | 5.82% | 1 |
|
|
2014
Q4 | $5.16M | Sell |
46,781
-74
| -0.2% | -$8.17K | 5.25% | 2 |
|
|
2014
Q3 | $4.72M | Sell |
46,855
-6,570
| -12% | -$662K | 4.8% | 3 |
|
|
2014
Q2 | $4.97M | Buy |
53,425
+47,006
| +732% | +$4.37M | 4.31% | 2 |
|
|
2014
Q1 | $3.45M | Sell |
6,419
-1,206
| -16% | -$647K | 3.02% | 9 |
|
|
2013
Q4 | $4.28M | Buy |
7,625
+2,050
| +37% | +$1.15M | 2.57% | 12 |
|
|
2013
Q3 | $2.66M | Sell |
5,575
-8,200
| -60% | -$3.91M | 1.74% | 20 |
|
|
2013
Q2 | $5.46M | Buy |
+13,775
| New | +$5.46M | 2.96% | 8 |
|