MPIM
McGinn Penninger Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
56,141
-5,348
| -9% | -$1.1M | 7.29% | 4 |
|
|
2025
Q1 | $13.7M | Sell |
61,489
-908
| -1% | -$202K | 8.94% | 1 |
|
|
2024
Q4 | $15.6M | Sell |
62,397
-366
| -0.6% | -$91.7K | 10.44% | 1 |
|
|
2024
Q3 | $14.6M | Sell |
62,763
-530
| -0.8% | -$123K | 9.73% | 2 |
|
|
2024
Q2 | $13.3M | Sell |
63,293
-385
| -0.6% | -$81.1K | 9.06% | 2 |
|
|
2024
Q1 | $10.9M | Buy |
63,678
+830
| +1% | +$142K | 7.16% | 3 |
|
|
2023
Q4 | $12.1M | Sell |
62,848
-572
| -0.9% | -$110K | 8.79% | 2 |
|
|
2023
Q3 | $10.9M | Sell |
63,420
-3,818
| -6% | -$654K | 8.55% | 2 |
|
|
2023
Q2 | $13M | Buy |
67,238
+494
| +0.7% | +$95.8K | 9.42% | 2 |
|
|
2023
Q1 | $11M | Sell |
66,744
-4,169
| -6% | -$687K | 8.38% | 2 |
|
|
2022
Q4 | $9.21M | Sell |
70,913
-217
| -0.3% | -$28.2K | 6.63% | 2 |
|
|
2022
Q3 | $9.83M | Buy |
71,130
+1,825
| +3% | +$252K | 8.46% | 1 |
|
|
2022
Q2 | $9.48M | Buy |
69,305
+110
| +0.2% | +$15K | 7.52% | 2 |
|
|
2022
Q1 | $12.1M | Sell |
69,195
-16,085
| -19% | -$2.81M | 8.08% | 2 |
|
|
2021
Q4 | $15.1M | Buy |
85,280
+2,276
| +3% | +$404K | 10.01% | 1 |
|
|
2021
Q3 | $11.7M | Sell |
83,004
-1,491
| -2% | -$211K | 8.46% | 2 |
|
|
2021
Q2 | $11.6M | Sell |
84,495
-2,201
| -3% | -$301K | 8.28% | 2 |
|
|
2021
Q1 | $10.6M | Sell |
86,696
-8,001
| -8% | -$977K | 7.83% | 1 |
|
|
2020
Q4 | $12.6M | Buy |
+94,697
| New | +$12.6M | 11.56% | 1 |
|