MW
MBL Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
90,004
+7
| +0% | +$1.44K | 1.77% | 15 |
|
|
2025
Q1 | $20M | Buy |
89,997
+1,810
| +2% | +$402K | 2.02% | 14 |
|
|
2024
Q4 | $22.1M | Sell |
88,187
-2,476
| -3% | -$620K | 2.22% | 13 |
|
|
2024
Q3 | $21.1M | Sell |
90,663
-9,955
| -10% | -$2.32M | 2.27% | 14 |
|
|
2024
Q2 | $21.2M | Sell |
100,618
-375
| -0.4% | -$79K | 2.37% | 12 |
|
|
2024
Q1 | $17.3M | Buy |
100,993
+128
| +0.1% | +$21.9K | 1.96% | 15 |
|
|
2023
Q4 | $19.4M | Sell |
100,865
-1,018
| -1% | -$196K | 2.43% | 12 |
|
|
2023
Q3 | $17.4M | Buy |
101,883
+418
| +0.4% | +$71.6K | 2.46% | 11 |
|
|
2023
Q2 | $19.7M | Buy |
101,465
+17,410
| +21% | +$3.38M | 2.78% | 9 |
|
|
2023
Q1 | $13.9M | Buy |
84,055
+45,828
| +120% | +$7.56M | 2.17% | 13 |
|
|
2022
Q4 | $4.97M | Sell |
38,227
-565
| -1% | -$73.4K | 0.95% | 24 |
|
|
2022
Q3 | $5.36M | Buy |
38,792
+915
| +2% | +$126K | 1.16% | 20 |
|
|
2022
Q2 | $5.18M | Sell |
37,877
-17
| -0% | -$2.32K | 1.29% | 21 |
|
|
2022
Q1 | $6.62M | Buy |
+37,894
| New | +$6.62M | 1.61% | 17 |
|
|
2021
Q3 | $5.16M | Buy |
+36,441
| New | +$5.16M | 1.78% | 18 |
|
|
2021
Q1 | $4.24M | Buy |
34,704
+3,293
| +10% | +$402K | 1.48% | 17 |
|
|
2020
Q4 | $4.17M | Buy |
+31,411
| New | +$4.17M | 1.65% | 18 |
|