MSWM
McGlone Suttner Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Buy |
23,341
+146
| +0.6% | +$30K | 0.72% | 19 |
|
|
2025
Q1 | $5.15M | Buy |
23,195
+1,601
| +7% | +$356K | 0.85% | 18 |
|
|
2024
Q4 | $5.41M | Buy |
21,594
+1,894
| +10% | +$474K | 0.9% | 17 |
|
|
2024
Q3 | $4.59M | Sell |
19,700
-2,010
| -9% | -$468K | 0.95% | 17 |
|
|
2024
Q2 | $4.18M | Buy |
21,710
+698
| +3% | +$134K | 0.86% | 17 |
|
|
2024
Q1 | $3.6M | Sell |
21,012
-698
| -3% | -$120K | 0.68% | 19 |
|
|
2023
Q4 | $4.18M | Buy |
21,710
+157
| +0.7% | +$30.2K | 0.83% | 17 |
|
|
2023
Q3 | $3.69M | Sell |
21,553
-2,678
| -11% | -$459K | 0.86% | 17 |
|
|
2023
Q2 | $4.7M | Buy |
24,231
+10
| +0% | +$1.94K | 1.07% | 15 |
|
|
2023
Q1 | $3.99M | Buy |
24,221
+869
| +4% | +$143K | 1.03% | 16 |
|
|
2022
Q4 | $3.03M | Buy |
+23,352
| New | +$3.03M | 0.96% | 18 |
|