MWM
MBE Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
5,851
+244
| +4% | +$50.1K | 0.52% | 29 |
|
|
2025
Q1 | $1.25M | Buy |
5,607
+76
| +1% | +$16.9K | 0.6% | 28 |
|
|
2024
Q4 | $1.38M | Sell |
5,531
-359
| -6% | -$89.9K | 0.78% | 21 |
|
|
2024
Q3 | $1.37M | Buy |
5,890
+1,071
| +22% | +$250K | 0.76% | 21 |
|
|
2024
Q2 | $1.01M | Buy |
4,819
+158
| +3% | +$33.3K | 0.61% | 26 |
|
|
2024
Q1 | $799K | Sell |
4,661
-418
| -8% | -$71.7K | 0.49% | 33 |
|
|
2023
Q4 | $978K | Buy |
5,079
+48
| +1% | +$9.24K | 0.5% | 27 |
|
|
2023
Q3 | $861K | Sell |
5,031
-885
| -15% | -$152K | 0.49% | 27 |
|
|
2023
Q2 | $1.15M | Sell |
5,916
-227
| -4% | -$44K | 0.62% | 22 |
|
|
2023
Q1 | $1.01M | Buy |
6,143
+57
| +0.9% | +$9.4K | 0.6% | 21 |
|
|
2022
Q4 | $791K | Sell |
6,086
-138
| -2% | -$17.9K | 0.51% | 22 |
|
|
2022
Q3 | $860K | Sell |
6,224
-5,352
| -46% | -$740K | 0.63% | 18 |
|
|
2022
Q2 | $1.58M | Sell |
11,576
-284
| -2% | -$38.8K | 1.1% | 13 |
|
|
2022
Q1 | $2.07M | Sell |
11,860
-4
| -0% | -$698 | 1.23% | 11 |
|
|
2021
Q4 | $2.11M | Sell |
11,864
-179
| -1% | -$31.8K | 1.08% | 10 |
|
|
2021
Q3 | $1.7M | Buy |
12,043
+38
| +0.3% | +$5.38K | 0.87% | 13 |
|
|
2021
Q2 | $1.64M | Sell |
12,005
-133
| -1% | -$18.2K | 0.85% | 13 |
|
|
2021
Q1 | $1.48M | Buy |
12,138
+651
| +6% | +$79.5K | 0.8% | 18 |
|
|
2020
Q4 | $1.52M | Buy |
11,487
+8,763
| +322% | +$1.16M | 1.03% | 16 |
|
|
2020
Q3 | $993K | Hold |
2,724
| – | – | 0.83% | 20 |
|
|
2020
Q2 | $993K | Buy |
2,724
+7
| +0.3% | +$2.55K | 0.84% | 20 |
|
|
2020
Q1 | $690K | Buy |
2,717
+245
| +10% | +$62.2K | 0.66% | 18 |
|
|
2019
Q4 | $725K | Buy |
+2,472
| New | +$725K | 0.73% | 18 |
|