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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.26M | Buy |
20,739
+11,098
| +115% | +$2.89M | 3.12% | 9 |
|
|
2025
Q4 | $5.64M | Sell |
9,641
-8,572
| -47% | -$2.3M | 3.36% | 9 |
|
|
2025
Q3 | $5.28M | Sell |
18,213
-2,813
| -13% | -$635K | 3.23% | 9 |
|
|
2025
Q2 | $4.31M | Buy |
21,026
+2,968
| +16% | +$599K | 2.81% | 9 |
|
|
2025
Q1 | $4.73M | Buy |
+18,058
| New | +$4.18M | 3.13% | 9 |
|
|
2024
Q4 | – | Sell |
-18,404
| Closed | -$444 | – | 195 |
|
|
2024
Q3 | $444 | Buy |
18,404
+13,139
| +250% | +$2.93M | 0.06% | 53 |
|
|
2024
Q2 | $4.76M | Sell |
5,265
-18,569
| -78% | -$3.46M | 3.33% | 9 |
|
|
2024
Q1 | $4.09M | Sell |
23,834
-303
| -1% | -$55.1K | 2.94% | 9 |
|
|
2023
Q4 | $4.65M | Buy |
24,137
+1,232
| +5% | +$227K | 3.54% | 8 |
|
|
2023
Q3 | $3.92M | Buy |
22,905
+1,357
| +6% | +$249K | 3.42% | 8 |
|
|
2023
Q2 | $4.18M | Buy |
21,548
+1,350
| +7% | +$235K | 3.46% | 8 |
|
|
2023
Q1 | $3.32M | Buy |
20,198
+22
| +0.1% | +$3.25K | 3.02% | 9 |
|
|
2022
Q4 | $2.62M | Buy |
20,176
+890
| +5% | +$127K | 2.49% | 9 |
|
|
2022
Q3 | $2.67M | Buy |
19,286
+3,727
| +24% | +$585K | 2.66% | 10 |
|
|
2022
Q2 | $2.13M | Buy |
15,559
+4,134
| +36% | +$626K | 6.81% | 4 |
|
|
2022
Q1 | $1.99M | Buy |
11,425
+11
| +0.1% | +$1.85K | 1.44% | 14 |
|
|
2021
Q4 | $2.03M | Sell |
11,414
-61
| -0.5% | -$9.64K | 1.38% | 14 |
|
|
2021
Q3 | $1.62M | Sell |
11,475
-7
| -0.1% | -$1.03K | 1.26% | 13 |
|
|
2021
Q2 | $1.57M | Buy |
11,482
+217
| +2% | +$28.1K | 1.27% | 14 |
|
|
2021
Q1 | $1.37M | Sell |
11,265
-48
| -0.4% | -$6.16K | 1.23% | 15 |
|
|
2020
Q4 | $1.5M | Buy |
+11,313
| New | +$1.36M | 1.44% | 14 |
|
Other funds holding AAPL
VCM
VPM
