McNamara Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
6,004
+2
| +0% | +$410 | 0.24% | 32 |
|
|
2025
Q1 | $1.33M | Buy |
6,002
+1,673
| +39% | +$372K | 0.29% | 28 |
|
|
2024
Q4 | $1.08M | Sell |
4,329
-3,847
| -47% | -$963K | 0.25% | 25 |
|
|
2024
Q3 | $1.91M | Sell |
8,176
-136
| -2% | -$31.7K | 0.38% | 20 |
|
|
2024
Q2 | $1.75M | Sell |
8,312
-87
| -1% | -$18.3K | 0.37% | 19 |
|
|
2024
Q1 | $1.44M | Buy |
8,399
+841
| +11% | +$144K | 0.31% | 23 |
|
|
2023
Q4 | $1.46M | Sell |
7,558
-110
| -1% | -$21.2K | 0.33% | 23 |
|
|
2023
Q3 | $1.31M | Buy |
7,668
+5
| +0.1% | +$856 | 0.33% | 23 |
|
|
2023
Q2 | $1.44M | Sell |
7,663
-108
| -1% | -$20.3K | 0.35% | 23 |
|
|
2023
Q1 | $1.28M | Buy |
7,771
+5
| +0.1% | +$825 | 0.32% | 23 |
|
|
2022
Q4 | $1.01M | Buy |
7,766
+5
| +0.1% | +$650 | 0.27% | 24 |
|
|
2022
Q3 | $1.07M | Buy |
7,761
+365
| +5% | +$50.5K | 0.31% | 24 |
|
|
2022
Q2 | $1.01M | Buy |
7,396
+5
| +0.1% | +$683 | 0.29% | 24 |
|
|
2022
Q1 | $1.29M | Buy |
7,391
+517
| +8% | +$90.2K | 0.35% | 20 |
|
|
2021
Q4 | $1.22M | Sell |
6,874
-30
| -0.4% | -$5.33K | 0.32% | 20 |
|
|
2021
Q3 | $977K | Buy |
6,904
+5
| +0.1% | +$708 | 0.27% | 20 |
|
|
2021
Q2 | $945K | Buy |
6,899
+95
| +1% | +$13K | 0.26% | 21 |
|
|
2021
Q1 | $903K | Buy |
6,804
+2
| +0% | +$265 | 0.28% | 20 |
|
|
2020
Q4 | $788K | Hold |
6,802
| – | – | 0.27% | 20 |
|
|
2020
Q3 | $788K | Buy |
6,802
+4,134
| +155% | +$479K | 0.27% | 20 |
|
|
2020
Q2 | $243K | Buy |
+2,668
| New | +$243K | 0.09% | 44 |
|
|
2016
Q1 | – | Sell |
-117,856
| Closed | -$3.1M | – | 37 |
|
|
2015
Q4 | $3.1M | Buy |
117,856
+152
| +0.1% | +$4K | 3.04% | 6 |
|
|
2015
Q3 | $3.25M | Buy |
117,704
+17,400
| +17% | +$480K | 3.42% | 3 |
|
|
2015
Q2 | $3.15M | Sell |
100,304
-1,960
| -2% | -$61.5K | 2.97% | 3 |
|
|
2015
Q1 | $3.18M | Sell |
102,264
-140
| -0.1% | -$4.36K | 2.92% | 3 |
|
|
2014
Q4 | $2.83M | Buy |
+102,404
| New | +$2.83M | 2.58% | 4 |
|