McClarren Financial Advisors’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 | $5.28M | Sell |
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|
2025
Q2 | $4.31M | Buy |
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|
2025
Q1 | $4.73M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $444 | Buy |
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|
2024
Q2 | $4.76M | Sell |
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|
2024
Q1 | $4.09M | Sell |
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|
2023
Q4 | $4.65M | Buy |
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|
2023
Q3 | $3.92M | Buy |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $3.32M | Buy |
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $2.67M | Buy |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $1.99M | Buy |
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|
2021
Q4 | $2.03M | Sell |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.5M | Buy |
|