MWM
McNaughton Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
9,415
+868
| +10% | +$178K | 0.86% | 33 |
|
|
2025
Q1 | $1.9M | Buy |
8,547
+512
| +6% | +$114K | 0.92% | 31 |
|
|
2024
Q4 | $2.01M | Sell |
8,035
-91
| -1% | -$22.8K | 0.97% | 28 |
|
|
2024
Q3 | $1.89M | Sell |
8,126
-319
| -4% | -$74.3K | 0.92% | 27 |
|
|
2024
Q2 | $1.78M | Buy |
8,445
+403
| +5% | +$84.9K | 0.94% | 26 |
|
|
2024
Q1 | $1.38M | Buy |
8,042
+49
| +0.6% | +$8.4K | 0.76% | 28 |
|
|
2023
Q4 | $1.54M | Buy |
7,993
+2,218
| +38% | +$427K | 0.91% | 26 |
|
|
2023
Q3 | $989K | Sell |
5,775
-233
| -4% | -$39.9K | 0.66% | 33 |
|
|
2023
Q2 | $1.17M | Sell |
6,008
-161
| -3% | -$31.2K | 0.75% | 33 |
|
|
2023
Q1 | $1.02M | Buy |
6,169
+54
| +0.9% | +$8.91K | 0.68% | 30 |
|
|
2022
Q4 | $795K | Buy |
6,115
+334
| +6% | +$43.4K | 0.54% | 32 |
|
|
2022
Q3 | $799K | Buy |
5,781
+53
| +0.9% | +$7.33K | 0.59% | 30 |
|
|
2022
Q2 | $783K | Buy |
5,728
+1,328
| +30% | +$182K | 0.55% | 36 |
|
|
2022
Q1 | $768K | Sell |
4,400
-53
| -1% | -$9.25K | 0.5% | 31 |
|
|
2021
Q4 | $767K | Buy |
4,453
+127
| +3% | +$21.9K | 0.5% | 32 |
|
|
2021
Q3 | $612K | Buy |
4,326
+6
| +0.1% | +$849 | 0.43% | 31 |
|
|
2021
Q2 | $592K | Buy |
4,320
+460
| +12% | +$63K | 0.42% | 33 |
|
|
2021
Q1 | $471K | Buy |
3,860
+88
| +2% | +$10.7K | 0.36% | 33 |
|
|
2020
Q4 | $501K | Buy |
3,772
+48
| +1% | +$6.38K | 0.4% | 34 |
|
|
2020
Q3 | $431K | Buy |
3,724
+2,640
| +244% | +$306K | 0.38% | 37 |
|
|
2020
Q2 | $395K | Sell |
1,084
-69
| -6% | -$25.1K | 0.37% | 39 |
|
|
2020
Q1 | $293K | Sell |
1,153
-184
| -14% | -$46.8K | 0.31% | 37 |
|
|
2019
Q4 | $391K | Buy |
+1,337
| New | +$391K | 0.36% | 39 |
|