MFA
Mayflower Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
86,589
+63
| +0.1% | +$12.9K | 2.47% | 5 |
|
|
2025
Q1 | $19.2M | Sell |
86,526
-2,600
| -3% | -$578K | 2.92% | 3 |
|
|
2024
Q4 | $22.3M | Sell |
89,126
-212
| -0.2% | -$53.1K | 3.33% | 3 |
|
|
2024
Q3 | $20.8M | Sell |
89,338
-1,916
| -2% | -$446K | 3.13% | 3 |
|
|
2024
Q2 | $18.2M | Sell |
91,254
-5,467
| -6% | -$1.09M | 3% | 4 |
|
|
2024
Q1 | $15.8M | Sell |
96,721
-4,558
| -5% | -$744K | 2.64% | 4 |
|
|
2023
Q4 | $18.6M | Sell |
101,279
-1,253
| -1% | -$230K | 2.57% | 6 |
|
|
2023
Q3 | $16.8M | Sell |
102,532
-1,430
| -1% | -$234K | 2.51% | 6 |
|
|
2023
Q2 | $19.3M | Sell |
103,962
-3,106
| -3% | -$576K | 2.49% | 7 |
|
|
2023
Q1 | $16.9M | Buy |
107,068
+1,868
| +2% | +$295K | 2.22% | 7 |
|
|
2022
Q4 | $13.1M | Buy |
105,200
+4,402
| +4% | +$547K | 1.81% | 13 |
|
|
2022
Q3 | $13.3M | Buy |
100,798
+2,085
| +2% | +$275K | 2.14% | 9 |
|
|
2022
Q2 | $12.9M | Sell |
98,713
-2,169
| -2% | -$283K | 1.97% | 11 |
|
|
2022
Q1 | $16.8M | Buy |
100,882
+337
| +0.3% | +$56.2K | 2.26% | 8 |
|
|
2021
Q4 | $17M | Buy |
100,545
+5,106
| +5% | +$865K | 2.26% | 8 |
|
|
2021
Q3 | $14.2M | Buy |
95,439
+349
| +0.4% | +$51.9K | 1.92% | 9 |
|
|
2021
Q2 | $13M | Buy |
95,090
+1,385
| +1% | +$190K | 1.79% | 12 |
|
|
2021
Q1 | $11.4M | Buy |
93,705
+2,156
| +2% | +$263K | 1.7% | 15 |
|
|
2020
Q4 | $12.1M | Buy |
+91,549
| New | +$12.1M | 2.1% | 12 |
|