Mattson Financial 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 | $8.26M | Buy |
40,278
+3,123
| +8% | +$641K | 2.23% | 8 |
|
|
2025
Q1 | $8.25M | Buy |
37,155
+2,200
| +6% | +$489K | 2.48% | 5 |
|
|
2024
Q4 | $8.14M | Buy |
34,955
+188
| +0.5% | +$43.8K | 2.59% | 5 |
|
|
2024
Q3 | $7.32M | Sell |
34,767
-231
| -0.7% | -$48.7K | 2.63% | 5 |
|
|
2024
Q2 | $7.37M | Buy |
+34,998
| New | +$7.37M | 2.63% | 5 |
|