MBL Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.6M | Sell |
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|
2025
Q2 | $18.5M | Buy |
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|
2025
Q1 | $20M | Buy |
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|
2024
Q4 | $22.1M | Sell |
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|
2024
Q3 | $21.1M | Sell |
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|
2024
Q2 | $21.2M | Sell |
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|
2024
Q1 | $17.3M | Buy |
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|
2023
Q4 | $19.4M | Sell |
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|
2023
Q3 | $17.4M | Buy |
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|
2023
Q2 | $19.7M | Buy |
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|
2023
Q1 | $13.9M | Buy |
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|
2022
Q4 | $4.97M | Sell |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $5.18M | Sell |
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|
2022
Q1 | $6.62M | Buy |
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|
2021
Q3 | $5.16M | Buy |
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|
2021
Q1 | $4.24M | Buy |
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|
2020
Q4 | $4.17M | Buy |
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