Mason Investment Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
5,038
-3
| -0.1% | -$615 | 0.06% | 24 |
|
|
2025
Q1 | $1.12M | Sell |
5,041
-2,007
| -28% | -$446K | 0.07% | 20 |
|
|
2024
Q4 | $1.76M | Buy |
7,048
+115
| +2% | +$28.8K | 0.1% | 15 |
|
|
2024
Q3 | $1.62M | Sell |
6,933
-818
| -11% | -$191K | 0.09% | 14 |
|
|
2024
Q2 | $1.63M | Buy |
7,751
+903
| +13% | +$190K | 0.1% | 14 |
|
|
2024
Q1 | $1.17M | Sell |
6,848
-716
| -9% | -$123K | 0.08% | 15 |
|
|
2023
Q4 | $1.46M | Buy |
7,564
+228
| +3% | +$43.9K | 0.11% | 13 |
|
|
2023
Q3 | $1.26M | Buy |
7,336
+334
| +5% | +$57.2K | 0.12% | 13 |
|
|
2023
Q2 | $1.36M | Sell |
7,002
-53
| -0.8% | -$10.3K | 0.12% | 13 |
|
|
2023
Q1 | $1.16M | Sell |
7,055
-2,289
| -24% | -$377K | 0.11% | 14 |
|
|
2022
Q4 | $1.21M | Buy |
9,344
+2,198
| +31% | +$286K | 0.12% | 14 |
|
|
2022
Q3 | $988K | Buy |
7,146
+168
| +2% | +$23.2K | 0.11% | 12 |
|
|
2022
Q2 | $954K | Buy |
6,978
+206
| +3% | +$28.2K | 0.1% | 14 |
|
|
2022
Q1 | $1.18M | Sell |
6,772
-70
| -1% | -$12.2K | 0.1% | 42 |
|
|
2021
Q4 | $1.21M | Buy |
6,842
+1,166
| +21% | +$207K | 0.1% | 45 |
|
|
2021
Q3 | $803K | Buy |
5,676
+108
| +2% | +$15.3K | 0.08% | 54 |
|
|
2021
Q2 | $763K | Hold |
5,568
| – | – | 0.08% | 54 |
|
|
2021
Q1 | $680K | Sell |
5,568
-5,464
| -50% | -$667K | 0.07% | 57 |
|
|
2020
Q4 | $1.46M | Sell |
11,032
-2,404
| -18% | -$319K | 0.18% | 22 |
|
|
2020
Q3 | $1.56M | Sell |
13,436
-1,996
| -13% | -$231K | 0.22% | 13 |
|
|
2020
Q2 | $1.41M | Sell |
15,432
-548
| -3% | -$50K | 0.21% | 14 |
|
|
2020
Q1 | $1.02M | Sell |
15,980
-1,916
| -11% | -$122K | 0.17% | 32 |
|
|
2019
Q4 | $1.31M | Sell |
17,896
-616
| -3% | -$45.2K | 0.19% | 36 |
|
|
2019
Q3 | $1.04M | Buy |
18,512
+32
| +0.2% | +$1.79K | 0.17% | 46 |
|
|
2019
Q2 | $914K | Sell |
18,480
-2,224
| -11% | -$110K | 0.15% | 53 |
|
|
2019
Q1 | $983K | Buy |
+20,704
| New | +$983K | 0.27% | 42 |
|