MAM
McLean Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
98,957
+447
| +0.5% | +$95K | 5.52% | 3 |
|
|
2025
Q1 | $17M | Buy |
98,510
+37,124
| +60% | +$6.4M | 5.61% | 3 |
|
|
2024
Q4 | $15.4M | Buy |
61,386
+8,894
| +17% | +$2.23M | 4.62% | 4 |
|
|
2024
Q3 | $11.9M | Buy |
52,492
+32
| +0.1% | +$7.26K | 3.59% | 7 |
|
|
2024
Q2 | $12.2M | Sell |
52,460
-1,802
| -3% | -$420K | 3.95% | 6 |
|
|
2024
Q1 | $9.21M | Sell |
54,262
-459
| -0.8% | -$77.9K | 3.15% | 8 |
|
|
2023
Q4 | $9.91M | Sell |
54,721
-3,052
| -5% | -$553K | 3.72% | 6 |
|
|
2023
Q3 | $10.3M | Buy |
57,773
+55
| +0.1% | +$9.81K | 4.22% | 6 |
|
|
2023
Q2 | $11.2M | Sell |
57,718
-670
| -1% | -$130K | 4.39% | 6 |
|
|
2023
Q1 | $9.63M | Sell |
58,388
-1,613
| -3% | -$266K | 3.96% | 6 |
|
|
2022
Q4 | $7.8M | Buy |
60,001
+170
| +0.3% | +$22.1K | 2.66% | 11 |
|
|
2022
Q3 | $8.38M | Sell |
59,831
-150
| -0.3% | -$21K | 3.23% | 11 |
|
|
2022
Q2 | $8.57M | Sell |
59,981
-516
| -0.9% | -$73.7K | 3.42% | 10 |
|
|
2022
Q1 | $10.6M | Sell |
60,497
-7,041
| -10% | -$1.23M | 7.82% | 4 |
|
|
2021
Q4 | $11.9M | Sell |
67,538
-2,824
| -4% | -$496K | 4.59% | 7 |
|
|
2021
Q3 | $10.5M | Sell |
70,362
-309
| -0.4% | -$46.1K | 4.03% | 9 |
|
|
2021
Q2 | $10.3M | Buy |
70,671
+361
| +0.5% | +$52.8K | 4.61% | 8 |
|
|
2021
Q1 | $9.45M | Sell |
70,310
-487
| -0.7% | -$65.4K | 7.46% | 4 |
|
|
2020
Q4 | $9.39M | Buy |
+70,797
| New | +$9.39M | 8.27% | 4 |
|