MWM
Mattern Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
74,049
-17,785
| -19% | -$3.65M | 3.16% | 9 |
|
|
2025
Q1 | $20.4M | Sell |
91,834
-10,974
| -11% | -$2.44M | 4.51% | 5 |
|
|
2024
Q4 | $25.7M | Sell |
102,808
-7,086
| -6% | -$1.77M | 5.68% | 3 |
|
|
2024
Q3 | $25.6M | Buy |
109,894
+280
| +0.3% | +$65.2K | 5.63% | 4 |
|
|
2024
Q2 | $23.1M | Sell |
109,614
-5,780
| -5% | -$1.22M | 5.55% | 5 |
|
|
2024
Q1 | $19.8M | Sell |
115,394
-750
| -0.6% | -$129K | 4.81% | 4 |
|
|
2023
Q4 | $22.4M | Buy |
116,144
+4,482
| +4% | +$863K | 5.75% | 4 |
|
|
2023
Q3 | $19.1M | Buy |
111,662
+11,215
| +11% | +$1.92M | 5.61% | 3 |
|
|
2023
Q2 | $19.5M | Buy |
100,447
+4,554
| +5% | +$883K | 5.69% | 3 |
|
|
2023
Q1 | $15.8M | Buy |
95,893
+1,301
| +1% | +$215K | 5.24% | 2 |
|
|
2022
Q4 | $12.3M | Buy |
94,592
+11,274
| +14% | +$1.46M | 4.97% | 2 |
|
|
2022
Q3 | $11.5M | Buy |
83,318
+517
| +0.6% | +$71.5K | 4.63% | 3 |
|
|
2022
Q2 | $11.3M | Buy |
82,801
+329
| +0.4% | +$45K | 4.43% | 5 |
|
|
2022
Q1 | $14.4M | Sell |
82,472
-2,177
| -3% | -$380K | 4.72% | 4 |
|
|
2021
Q4 | $15M | Buy |
84,649
+388
| +0.5% | +$68.9K | 4.41% | 4 |
|
|
2021
Q3 | $11.9M | Buy |
84,261
+55
| +0.1% | +$7.78K | 4.01% | 2 |
|
|
2021
Q2 | $12.3M | Sell |
84,206
-819
| -1% | -$120K | 3.93% | 2 |
|
|
2021
Q1 | $10.4M | Sell |
85,025
-1,075
| -1% | -$131K | 3.66% | 2 |
|
|
2020
Q4 | $11.4M | Buy |
86,100
+4,002
| +5% | +$531K | 4.32% | 2 |
|
|
2020
Q3 | $9.51M | Buy |
82,098
+61,816
| +305% | +$7.16M | 4.07% | 3 |
|
|
2020
Q2 | $7.4M | Buy |
20,282
+378
| +2% | +$138K | 3.59% | 3 |
|
|
2020
Q1 | $5.06M | Sell |
19,904
-865
| -4% | -$220K | 3.65% | 4 |
|
|
2019
Q4 | $6.1M | Buy |
+20,769
| New | +$6.1M | 3.66% | 3 |
|