MA
MBA Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Sell |
17,021
-2,500
| -13% | -$513K | 1.61% | 17 |
|
|
2025
Q1 | $4.34M | Sell |
19,521
-840
| -4% | -$187K | 2.15% | 14 |
|
|
2024
Q4 | $5.1M | Sell |
20,361
-4,210
| -17% | -$1.05M | 2.56% | 13 |
|
|
2024
Q3 | $5.73M | Sell |
24,571
-853
| -3% | -$199K | 2.75% | 11 |
|
|
2024
Q2 | $5.35M | Sell |
25,424
-668
| -3% | -$141K | 2.74% | 12 |
|
|
2024
Q1 | $4.47M | Sell |
26,092
-434
| -2% | -$74.4K | 2.31% | 13 |
|
|
2023
Q4 | $5.11M | Buy |
26,526
+78
| +0.3% | +$15K | 2.85% | 11 |
|
|
2023
Q3 | $4.53M | Sell |
26,448
-550
| -2% | -$94.2K | 2.78% | 14 |
|
|
2023
Q2 | $5.24M | Sell |
26,998
-1,908
| -7% | -$370K | 3.13% | 10 |
|
|
2023
Q1 | $4.77M | Sell |
28,906
-238
| -0.8% | -$39.2K | 2.97% | 12 |
|
|
2022
Q4 | $3.79M | Sell |
29,144
-1,803
| -6% | -$234K | 2.48% | 13 |
|
|
2022
Q3 | $4.28M | Sell |
30,947
-304
| -1% | -$42K | 3.09% | 8 |
|
|
2022
Q2 | $4.27M | Sell |
31,251
-162
| -0.5% | -$22.2K | 2.94% | 9 |
|
|
2022
Q1 | $5.49M | Sell |
31,413
-642
| -2% | -$112K | 3.4% | 2 |
|
|
2021
Q4 | $5.69M | Buy |
32,055
+5,253
| +20% | +$933K | 3.53% | 2 |
|
|
2021
Q3 | $3.79M | Sell |
26,802
-358
| -1% | -$50.7K | 2.8% | 7 |
|
|
2021
Q2 | $3.72K | Sell |
27,160
-303
| -1% | -$42 | 1.73% | 8 |
|
|
2021
Q1 | $3.36K | Buy |
+27,463
| New | +$3.36K | 1.84% | 7 |
|