MP
McDonald Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
68,321
-6,660
| -9% | -$1.37M | 3.36% | 3 |
|
|
2025
Q1 | $16.7M | Sell |
74,981
-3,319
| -4% | -$738K | 4.34% | 2 |
|
|
2024
Q4 | $19.6M | Sell |
78,300
-831
| -1% | -$208K | 5.01% | 1 |
|
|
2024
Q3 | $18.4M | Buy |
79,131
+1,673
| +2% | +$390K | 4.61% | 2 |
|
|
2024
Q2 | $16.3M | Buy |
77,458
+2,959
| +4% | +$623K | 4.37% | 2 |
|
|
2024
Q1 | $12.8M | Sell |
74,499
-2,028
| -3% | -$348K | 3.51% | 3 |
|
|
2023
Q4 | $14.7M | Sell |
76,527
-1,168
| -2% | -$225K | 4.37% | 2 |
|
|
2023
Q3 | $13.3M | Sell |
77,695
-7,944
| -9% | -$1.36M | 4.33% | 2 |
|
|
2023
Q2 | $16.6M | Sell |
85,639
-4,009
| -4% | -$778K | 5.08% | 1 |
|
|
2023
Q1 | $14.8M | Buy |
89,648
+1,514
| +2% | +$250K | 4.79% | 1 |
|
|
2022
Q4 | $11.5M | Sell |
88,134
-3,802
| -4% | -$494K | 3.91% | 2 |
|
|
2022
Q3 | $12.7M | Sell |
91,936
-20,043
| -18% | -$2.77M | 4.85% | 1 |
|
|
2022
Q2 | $15.3M | Sell |
111,979
-3,531
| -3% | -$483K | 3.91% | 2 |
|
|
2022
Q1 | $20.2M | Buy |
115,510
+115,491
| +607,847% | +$20.2M | 4.4% | 1 |
|
|
2021
Q4 | $3.37K | Sell |
19
-117,072
| -100% | -$20.8M | ﹤0.01% | 280 |
|
|
2021
Q3 | $16.6M | Buy |
117,091
+262
| +0.2% | +$37.1K | 3.89% | 2 |
|
|
2021
Q2 | $16M | Buy |
116,829
+1,340
| +1% | +$184K | 3.78% | 2 |
|
|
2021
Q1 | $14.1M | Buy |
115,489
+5,513
| +5% | +$673K | 3.62% | 2 |
|
|
2020
Q4 | $14.6M | Buy |
+109,976
| New | +$14.6M | 4.11% | 1 |
|