ML
McAdam LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
80,263
+5,585
| +7% | +$1.15M | 0.9% | 18 |
|
|
2025
Q1 | $16.6M | Sell |
74,678
-6,917
| -8% | -$1.54M | 1.03% | 16 |
|
|
2024
Q4 | $20.4M | Buy |
81,595
+3,210
| +4% | +$804K | 1.11% | 15 |
|
|
2024
Q3 | $18.3M | Buy |
78,385
+4,883
| +7% | +$1.14M | 1.02% | 16 |
|
|
2024
Q2 | $15.5M | Buy |
73,502
+4,895
| +7% | +$1.03M | 0.93% | 18 |
|
|
2024
Q1 | $11.8M | Buy |
68,607
+3,203
| +5% | +$549K | 0.75% | 22 |
|
|
2023
Q4 | $12.6M | Buy |
65,404
+1,948
| +3% | +$375K | 0.91% | 20 |
|
|
2023
Q3 | $10.9M | Buy |
63,456
+1,851
| +3% | +$317K | 0.89% | 22 |
|
|
2023
Q2 | $11.9M | Buy |
61,605
+1,819
| +3% | +$353K | 0.99% | 20 |
|
|
2023
Q1 | $9.86M | Buy |
59,786
+12,233
| +26% | +$2.02M | 0.89% | 19 |
|
|
2022
Q4 | $8.44M | Sell |
47,553
-4,489
| -9% | -$797K | 0.83% | 23 |
|
|
2022
Q3 | $7.19M | Buy |
52,042
+156
| +0.3% | +$21.6K | 0.78% | 23 |
|
|
2022
Q2 | $7.09M | Buy |
51,886
+2,149
| +4% | +$294K | 0.75% | 25 |
|
|
2022
Q1 | $8.69M | Buy |
49,737
+2,184
| +5% | +$381K | 0.82% | 22 |
|
|
2021
Q4 | $8.44M | Sell |
47,553
-906
| -2% | -$161K | 0.83% | 23 |
|
|
2021
Q3 | $6.86M | Buy |
48,459
+3,511
| +8% | +$497K | 0.76% | 25 |
|
|
2021
Q2 | $6.55M | Buy |
44,948
+4,847
| +12% | +$706K | 0.74% | 26 |
|
|
2021
Q1 | $4.9M | Buy |
40,101
+2,403
| +6% | +$294K | 0.69% | 24 |
|
|
2020
Q4 | $4.86M | Buy |
37,698
+4,451
| +13% | +$574K | 0.74% | 22 |
|
|
2020
Q3 | $3.85M | Buy |
33,247
+24,789
| +293% | +$2.87M | 0.73% | 25 |
|
|
2020
Q2 | $3.09M | Buy |
8,458
+130
| +2% | +$47.4K | 0.66% | 29 |
|
|
2020
Q1 | $2.12M | Buy |
8,328
+2,539
| +44% | +$646K | 0.57% | 32 |
|
|
2019
Q4 | $1.7M | Buy |
5,789
+80
| +1% | +$23.5K | 0.41% | 34 |
|
|
2019
Q3 | $1.28M | Sell |
5,709
-386
| -6% | -$86.5K | 0.35% | 35 |
|
|
2019
Q2 | $1.21M | Buy |
6,095
+257
| +4% | +$50.9K | 0.36% | 34 |
|
|
2019
Q1 | $1.11M | Buy |
5,838
+319
| +6% | +$60.6K | 0.37% | 35 |
|
|
2018
Q4 | $871K | Buy |
5,519
+76
| +1% | +$12K | 0.34% | 36 |
|
|
2018
Q3 | $1.25M | Sell |
5,443
-202
| -4% | -$46.3K | 0.46% | 30 |
|
|
2018
Q2 | $1.05M | Sell |
5,645
-163
| -3% | -$30.2K | 0.43% | 29 |
|
|
2018
Q1 | $974K | Buy |
5,808
+2,038
| +54% | +$342K | 0.45% | 28 |
|
|
2017
Q4 | $581K | Hold |
3,770
| – | – | 0.41% | 28 |
|
|
2017
Q3 | $581K | Buy |
3,770
+161
| +4% | +$24.8K | 0.41% | 28 |
|
|
2017
Q2 | $520K | Buy |
3,609
+288
| +9% | +$41.5K | 0.42% | 28 |
|
|
2017
Q1 | $477K | Buy |
3,321
+130
| +4% | +$18.7K | 0.45% | 28 |
|
|
2016
Q4 | $370K | Buy |
+3,191
| New | +$370K | 0.37% | 31 |
|