MG
Mather Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6M | Sell |
188,180
-42,257
| -18% | -$8.67M | 0.41% | 34 |
|
|
2025
Q1 | $51.2M | Buy |
230,437
+23,926
| +12% | +$5.31M | 0.59% | 26 |
|
|
2024
Q4 | $51.7M | Buy |
206,511
+3,038
| +1% | +$761K | 0.67% | 25 |
|
|
2024
Q3 | $47.4M | Sell |
203,473
-199,566
| -50% | -$46.5M | 0.61% | 29 |
|
|
2024
Q2 | $69.1M | Buy |
403,039
+205,697
| +104% | +$35.3M | 0.85% | 20 |
|
|
2024
Q1 | $38M | Sell |
197,342
-42,939
| -18% | -$8.27M | 0.6% | 24 |
|
|
2023
Q4 | $46.3M | Buy |
240,281
+7,340
| +3% | +$1.41M | 0.73% | 21 |
|
|
2023
Q3 | $39.9M | Buy |
232,941
+35,129
| +18% | +$6.01M | 0.71% | 21 |
|
|
2023
Q2 | $38.4M | Buy |
197,812
+29,689
| +18% | +$5.76M | 0.61% | 23 |
|
|
2023
Q1 | $27.7M | Sell |
168,123
-4,702
| -3% | -$775K | 0.49% | 26 |
|
|
2022
Q4 | $22.5M | Buy |
172,825
+7,680
| +5% | +$998K | 0.43% | 28 |
|
|
2022
Q3 | $22.8M | Buy |
165,145
+10,131
| +7% | +$1.4M | 0.49% | 27 |
|
|
2022
Q2 | $21.2M | Sell |
155,014
-26,975
| -15% | -$3.69M | 0.48% | 24 |
|
|
2022
Q1 | $31.8M | Buy |
+181,989
| New | +$31.8M | 0.63% | 24 |
|
|
2021
Q2 | – | Sell |
-99,351
| Closed | -$12.1M | – | 285 |
|
|
2021
Q1 | $12.1M | Buy |
+99,351
| New | +$12.1M | 0.34% | 24 |
|
|
2020
Q4 | – | Sell |
-55,030
| Closed | -$6.37M | – | 249 |
|
|
2020
Q3 | $6.37M | Buy |
55,030
+44,283
| +412% | +$5.13M | 0.25% | 37 |
|
|
2020
Q2 | $3.92M | Buy |
+10,747
| New | +$3.92M | 0.18% | 44 |
|
|
2019
Q3 | – | Sell |
-1,176
| Closed | -$233K | – | 72 |
|
|
2019
Q2 | $233K | Buy |
1,176
+18
| +2% | +$3.57K | 0.02% | 61 |
|
|
2019
Q1 | $220K | Buy |
+1,158
| New | +$220K | 0.02% | 66 |
|