MCWS
McKinley Carter Wealth Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Buy |
141,071
+1,211
| +0.9% | +$248K | 1.61% | 12 |
|
|
2025
Q1 | $31.1M | Sell |
139,860
-2,421
| -2% | -$538K | 1.91% | 11 |
|
|
2024
Q4 | $35.6M | Sell |
142,281
-3,172
| -2% | -$794K | 2.18% | 10 |
|
|
2024
Q3 | $33.9M | Buy |
145,453
+151
| +0.1% | +$35.2K | 2.05% | 12 |
|
|
2024
Q2 | $30.6M | Sell |
145,302
-330
| -0.2% | -$69.5K | 1.95% | 9 |
|
|
2024
Q1 | $25M | Buy |
145,632
+3,439
| +2% | +$590K | 1.67% | 11 |
|
|
2023
Q4 | $27.4M | Buy |
142,193
+7,603
| +6% | +$1.46M | 2% | 9 |
|
|
2023
Q3 | $23M | Sell |
134,590
-3,779
| -3% | -$647K | 1.83% | 11 |
|
|
2023
Q2 | $26.8M | Sell |
138,369
-549
| -0.4% | -$106K | 2.01% | 9 |
|
|
2023
Q1 | $22.9M | Sell |
138,918
-3,616
| -3% | -$596K | 1.79% | 13 |
|
|
2022
Q4 | $18.5M | Sell |
142,534
-102
| -0.1% | -$13.3K | 1.57% | 14 |
|
|
2022
Q3 | $19.7M | Buy |
142,636
+1,414
| +1% | +$195K | 1.83% | 13 |
|
|
2022
Q2 | $19.3M | Sell |
141,222
-749
| -0.5% | -$102K | 1.71% | 13 |
|
|
2022
Q1 | $24.8M | Sell |
141,971
-1,418
| -1% | -$248K | 1.94% | 12 |
|
|
2021
Q4 | $25.5M | Sell |
143,389
-133
| -0.1% | -$23.6K | 1.9% | 11 |
|
|
2021
Q3 | $20.3M | Sell |
143,522
-2,110
| -1% | -$299K | 1.66% | 14 |
|
|
2021
Q2 | $19.9M | Sell |
145,632
-971
| -0.7% | -$133K | 1.65% | 16 |
|
|
2021
Q1 | $17.9M | Buy |
146,603
+6,974
| +5% | +$852K | 1.53% | 17 |
|
|
2020
Q4 | $18.5M | Buy |
139,629
+2,939
| +2% | +$390K | 2.43% | 7 |
|
|
2020
Q3 | $15.8M | Buy |
136,690
+102,824
| +304% | +$11.9M | 3.56% | 6 |
|
|
2020
Q2 | $12.4M | Buy |
33,866
+2,271
| +7% | +$828K | 3.03% | 8 |
|
|
2020
Q1 | $8.03M | Sell |
31,595
-890
| -3% | -$226K | 2.4% | 8 |
|
|
2019
Q4 | $9.54M | Buy |
32,485
+17
| +0.1% | +$4.99K | 2.23% | 6 |
|
|
2019
Q3 | $7.27M | Buy |
32,468
+266
| +0.8% | +$59.6K | 1.86% | 6 |
|
|
2019
Q2 | $6.37M | Sell |
32,202
-1,296
| -4% | -$256K | 1.72% | 7 |
|
|
2019
Q1 | $6.36M | Sell |
33,498
-7,402
| -18% | -$1.41M | 1.79% | 8 |
|
|
2018
Q4 | $6.45M | Buy |
40,900
+2,394
| +6% | +$378K | 2.13% | 6 |
|
|
2018
Q3 | $8.69M | Buy |
38,506
+864
| +2% | +$195K | 2.58% | 8 |
|
|
2018
Q2 | $6.97M | Buy |
37,642
+1,058
| +3% | +$196K | 2.24% | 9 |
|
|
2018
Q1 | $6.14M | Buy |
36,584
+9,283
| +34% | +$1.56M | 2.01% | 9 |
|
|
2017
Q4 | $4.62M | Sell |
27,301
-406
| -1% | -$68.7K | 1.59% | 13 |
|
|
2017
Q3 | $4.27M | Buy |
27,707
+682
| +3% | +$105K | 1.64% | 14 |
|
|
2017
Q2 | $3.89M | Buy |
27,025
+183
| +0.7% | +$26.4K | 1.72% | 11 |
|
|
2017
Q1 | $3.86M | Sell |
26,842
-1,057
| -4% | -$152K | 1.79% | 11 |
|
|
2016
Q4 | $3.23M | Sell |
27,899
-609
| -2% | -$70.5K | 1.63% | 11 |
|
|
2016
Q3 | $3.22M | Buy |
28,508
+135
| +0.5% | +$15.3K | 1.66% | 11 |
|
|
2016
Q2 | $2.71M | Sell |
28,373
-681
| -2% | -$65.1K | 1.41% | 16 |
|
|
2016
Q1 | $3.17M | Sell |
29,054
-105
| -0.4% | -$11.4K | 1.76% | 9 |
|
|
2015
Q4 | $3.07M | Buy |
29,159
+3,970
| +16% | +$418K | 1.76% | 11 |
|
|
2015
Q3 | $2.78M | Sell |
25,189
-9,524
| -27% | -$1.05M | 1.73% | 9 |
|
|
2015
Q2 | $4.35M | Buy |
34,713
+8,857
| +34% | +$1.11M | 2.36% | 9 |
|
|
2015
Q1 | $3.22M | Buy |
25,856
+533
| +2% | +$66.3K | 2.07% | 8 |
|
|
2014
Q4 | $2.8M | Buy |
25,323
+6,202
| +32% | +$685K | 2.19% | 8 |
|
|
2014
Q3 | $1.93M | Sell |
19,121
-7
| -0% | -$705 | 1.83% | 10 |
|
|
2014
Q2 | $1.78M | Buy |
19,128
+16,394
| +600% | +$1.52M | 1.88% | 9 |
|
|
2014
Q1 | $1.47M | Sell |
2,734
-2,570
| -48% | -$1.38M | 1.6% | 16 |
|
|
2013
Q4 | $2.98M | Sell |
5,304
-1,295
| -20% | -$727K | 2.9% | 6 |
|
|
2013
Q3 | $3.15M | Buy |
6,599
+599
| +10% | +$286K | 3.73% | 4 |
|
|
2013
Q2 | $2.38M | Buy |
+6,000
| New | +$2.38M | 3.59% | 5 |
|