MBE Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $799K | Sell |
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $861K | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.01M | Buy |
|
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $860K | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $993K | Sell |
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|
2020
Q2 | $993K | Buy |
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|
2020
Q1 | $690K | Buy |
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|
2019
Q4 | $725K | Buy |
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