Mason & Associates (Virginia)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
7,392
+6
| +0.1% | +$1.23K | 0.38% | 18 |
|
|
2025
Q1 | $1.64M | Hold |
7,386
| – | – | 0.47% | 15 |
|
|
2024
Q4 | $1.85M | Buy |
7,386
+402
| +6% | +$101K | 0.55% | 15 |
|
|
2024
Q3 | $1.63M | Hold |
6,984
| – | – | 0.5% | 15 |
|
|
2024
Q2 | $1.47M | Sell |
6,984
-11,966
| -63% | -$2.52M | 0.48% | 15 |
|
|
2024
Q1 | $3.25M | Buy |
+18,950
| New | +$3.25M | 2.48% | 9 |
|