MC
McCarthy & Cox’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
1,544
-122
| -7% | -$25K | 0.08% | 51 |
|
|
2025
Q1 | $370K | Buy |
1,666
+19
| +1% | +$4.22K | 0.16% | 41 |
|
|
2024
Q4 | $412K | Sell |
1,647
-120
| -7% | -$30K | 0.14% | 37 |
|
|
2024
Q3 | $412K | Buy |
1,767
+66
| +4% | +$15.4K | 0.16% | 38 |
|
|
2024
Q2 | $358K | Sell |
1,701
-465
| -21% | -$97.9K | 0.14% | 38 |
|
|
2024
Q1 | $371K | Buy |
+2,166
| New | +$371K | 0.14% | 38 |
|