MAM
McCarthy Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
3,315
-175
| -5% | -$35.9K | 0.46% | 16 |
|
|
2025
Q1 | $775K | Buy |
3,490
+2
| +0.1% | +$444 | 0.56% | 15 |
|
|
2024
Q4 | $873K | Sell |
3,488
-11,740
| -77% | -$2.94M | 0.62% | 15 |
|
|
2024
Q3 | $3.55M | Sell |
15,228
-15,816
| -51% | -$3.69M | 2.21% | 11 |
|
|
2024
Q2 | $6.54M | Sell |
31,044
-86
| -0.3% | -$18.1K | 3.85% | 8 |
|
|
2024
Q1 | $5.34M | Buy |
31,130
+21
| +0.1% | +$3.6K | 3.29% | 8 |
|
|
2023
Q4 | $5.99M | Sell |
31,109
-1,294
| -4% | -$249K | 3.83% | 7 |
|
|
2023
Q3 | $5.55M | Sell |
32,403
-4,350
| -12% | -$745K | 4.07% | 5 |
|
|
2023
Q2 | $7.13M | Sell |
36,753
-416
| -1% | -$80.7K | 4.85% | 5 |
|
|
2023
Q1 | $6.13M | Sell |
37,169
-222
| -0.6% | -$36.6K | 4.16% | 5 |
|
|
2022
Q4 | $4.86M | Sell |
37,391
-433
| -1% | -$56.3K | 3.39% | 7 |
|
|
2022
Q3 | $5.23M | Sell |
37,824
-63
| -0.2% | -$8.71K | 4.09% | 5 |
|
|
2022
Q2 | $5.18M | Sell |
37,887
-29
| -0.1% | -$3.97K | 4.21% | 7 |
|
|
2022
Q1 | $6.62M | Sell |
37,916
-234
| -0.6% | -$40.9K | 4.61% | 6 |
|
|
2021
Q4 | $6.77M | Sell |
38,150
-162
| -0.4% | -$28.8K | 4.66% | 6 |
|
|
2021
Q3 | $5.42M | Sell |
38,312
-12,964
| -25% | -$1.83M | 4.07% | 8 |
|
|
2021
Q2 | $7.02M | Sell |
51,276
-989
| -2% | -$135K | 4.99% | 5 |
|
|
2021
Q1 | $6.38M | Buy |
52,265
+668
| +1% | +$81.6K | 4.99% | 5 |
|
|
2020
Q4 | $6.85M | Buy |
+51,597
| New | +$6.85M | 5.68% | 5 |
|