MB, Levis & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
19,909
-82
| -0.4% | -$16.8K | 1.79% | 14 |
|
|
2025
Q1 | $4.44M | Sell |
19,991
-72
| -0.4% | -$16K | 2.06% | 12 |
|
|
2024
Q4 | $5.02M | Sell |
20,063
-498
| -2% | -$125K | 2.52% | 11 |
|
|
2024
Q3 | $4.79M | Sell |
20,561
-242
| -1% | -$56.4K | 2.36% | 12 |
|
|
2024
Q2 | $4.38M | Sell |
20,803
-70
| -0.3% | -$14.7K | 2.3% | 12 |
|
|
2024
Q1 | $3.58M | Sell |
20,873
-266
| -1% | -$45.6K | 1.92% | 12 |
|
|
2023
Q4 | $4.07M | Sell |
21,139
-537
| -2% | -$103K | 2.33% | 12 |
|
|
2023
Q3 | $3.71M | Sell |
21,676
-22
| -0.1% | -$3.77K | 2.41% | 11 |
|
|
2023
Q2 | $4.21M | Sell |
21,698
-336
| -2% | -$65.2K | 2.7% | 10 |
|
|
2023
Q1 | $3.63M | Sell |
22,034
-69
| -0.3% | -$11.4K | 2.53% | 10 |
|
|
2022
Q4 | $2.87M | Buy |
+22,103
| New | +$2.87M | 2.25% | 8 |
|