MBM Wealth Consultants’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.86M | Sell |
15,208
-397
| -3% | -$103K | 0.89% | 14 |
|
|
2025
Q4 | $4.24M | Sell |
15,605
-262
| -2% | -$70.3K | 1.01% | 13 |
|
|
2025
Q3 | $4.04M | Buy |
15,867
+158
| +1% | +$35.7K | 1% | 13 |
|
|
2025
Q2 | $3.22M | Buy |
15,709
+328
| +2% | +$66.2K | 0.86% | 16 |
|
|
2025
Q1 | $3.42M | Buy |
15,381
+346
| +2% | +$80.2K | 1.01% | 14 |
|
|
2024
Q4 | $3.67M | Buy |
15,035
+227
| +2% | +$53.5K | 1.09% | 14 |
|
|
2024
Q3 | $3.45M | Buy |
14,808
+1,057
| +8% | +$236K | 1.09% | 14 |
|
|
2024
Q2 | $3.14M | Buy |
13,751
+473
| +4% | +$88.2K | 1.07% | 14 |
|
|
2024
Q1 | $2.28M | Buy |
13,278
+575
| +5% | +$105K | 0.8% | 18 |
|
|
2023
Q4 | $2.44M | Buy |
12,703
+234
| +2% | +$43.2K | 0.91% | 14 |
|
|
2023
Q3 | $2.23M | Sell |
12,469
-701
| -5% | -$129K | 0.97% | 14 |
|
|
2023
Q2 | $2.5M | Buy |
13,170
+1,304
| +11% | +$227K | 1.07% | 14 |
|
|
2023
Q1 | $2.08M | Hold |
11,866
| – | – | 0.85% | 17 |
|
|
2022
Q4 | $1.48M | Buy |
11,866
+575
| +5% | +$82.2K | 0.69% | 20 |
|
|
2022
Q3 | $1.61M | Buy |
11,291
+187
| +2% | +$29.4K | 0.78% | 18 |
|
|
2022
Q2 | $1.52M | Buy |
11,104
+126
| +1% | +$19.1K | 0.74% | 21 |
|
|
2022
Q1 | $1.92M | Buy |
10,978
+2,226
| +25% | +$374K | 0.8% | 24 |
|
|
2021
Q4 | $1.55M | Sell |
8,752
-11
| -0.1% | -$1.74K | 0.64% | 26 |
|
|
2021
Q3 | $1.24M | Buy |
8,763
+612
| +8% | +$90.1K | 0.57% | 31 |
|
|
2021
Q2 | $1.12M | Buy |
8,151
+196
| +2% | +$25.4K | 0.52% | 33 |
|
|
2021
Q1 | $971K | Buy |
7,955
+188
| +2% | +$24.1K | 0.49% | 35 |
|
|
2020
Q4 | $1.03M | Sell |
7,767
-947
| -11% | -$114K | 0.56% | 33 |
|
|
2020
Q3 | $1.01M | Sell |
8,714
-1,230
| -12% | -$134K | 0.65% | 26 |
|
|
2020
Q2 | $906K | Sell |
9,944
-1,876
| -16% | -$145K | 0.64% | 30 |
|
|
2020
Q1 | $752K | Sell |
11,820
-628
| -5% | -$46.2K | 0.62% | 30 |
|
|
2019
Q4 | $914K | Sell |
12,448
-2,672
| -18% | -$172K | 0.68% | 31 |
|
|
2019
Q3 | $847K | Buy |
15,120
+164
| +1% | +$8.57K | 0.67% | 32 |
|
|
2019
Q2 | $758K | Buy |
14,956
+456
| +3% | +$22.2K | 0.63% | 36 |
|
|
2019
Q1 | $689K | Buy |
14,500
+712
| +5% | +$30.2K | 0.6% | 40 |
|
|
2018
Q4 | $544K | Buy |
+13,788
| New | +$668K | 0.53% | 47 |
|
Other funds holding AAPL
VCM
VPM
