Massachusetts Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
+21,693
| New | +$4.45M | 2.51% | 7 |
|
|
2025
Q1 | – | Sell |
-23,127
| Closed | -$5.79M | – | 84 |
|
|
2024
Q4 | $5.79M | Sell |
23,127
-200
| -0.9% | -$50.1K | 3.58% | 2 |
|
|
2024
Q3 | $5.44M | Buy |
23,327
+909
| +4% | +$212K | 3.43% | 2 |
|
|
2024
Q2 | $4.72M | Buy |
22,418
+302
| +1% | +$63.6K | 3.17% | 2 |
|
|
2024
Q1 | $3.79M | Buy |
22,116
+278
| +1% | +$47.7K | 2.67% | 6 |
|
|
2023
Q4 | $4.2M | Buy |
21,838
+267
| +1% | +$51.4K | 3.39% | 2 |
|
|
2023
Q3 | $3.69M | Sell |
21,571
-50
| -0.2% | -$8.56K | 3.39% | 4 |
|
|
2023
Q2 | $4.19M | Buy |
21,621
+598
| +3% | +$116K | 4.01% | 2 |
|
|
2023
Q1 | $3.47M | Sell |
21,023
-1,273
| -6% | -$210K | 3.57% | 3 |
|
|
2022
Q4 | $3.22M | Buy |
+22,296
| New | +$3.22M | 3.11% | 5 |
|