Mason & Associates (California)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
37,877
+3,403
| +10% | +$698K | 1.79% | 14 |
|
|
2025
Q1 | $7.66M | Buy |
34,474
+441
| +1% | +$98K | 1.9% | 14 |
|
|
2024
Q4 | $8.52M | Buy |
34,033
+389
| +1% | +$97.4K | 2.01% | 13 |
|
|
2024
Q3 | $7.84M | Buy |
33,644
+88
| +0.3% | +$20.5K | 1.96% | 14 |
|
|
2024
Q2 | $7.07M | Buy |
33,556
+2,785
| +9% | +$587K | 1.88% | 14 |
|
|
2024
Q1 | $5.28M | Buy |
30,771
+1,047
| +4% | +$180K | 1.41% | 16 |
|
|
2023
Q4 | $5.72M | Sell |
29,724
-1,840
| -6% | -$354K | 1.68% | 10 |
|
|
2023
Q3 | $5.4M | Sell |
31,564
-523
| -2% | -$89.5K | 1.73% | 13 |
|
|
2023
Q2 | $6.22M | Buy |
32,087
+369
| +1% | +$71.6K | 1.84% | 11 |
|
|
2023
Q1 | $5.23M | Buy |
31,718
+795
| +3% | +$131K | 1.6% | 12 |
|
|
2022
Q4 | $4.02M | Buy |
30,923
+688
| +2% | +$89.4K | 1.28% | 14 |
|
|
2022
Q3 | $4.18M | Buy |
30,235
+275
| +0.9% | +$38K | 1.48% | 16 |
|
|
2022
Q2 | $4.1M | Sell |
29,960
-1,688
| -5% | -$231K | 1.44% | 17 |
|
|
2022
Q1 | $5.53M | Buy |
31,648
+1,704
| +6% | +$298K | 1.69% | 19 |
|
|
2021
Q4 | $5.32M | Buy |
+29,944
| New | +$5.32M | 1.62% | 23 |
|