MCWA
Meadow Creek Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
19,433
-130
| -0.7% | -$26.7K | 2.69% | 8 |
|
|
2025
Q1 | $4.35M | Sell |
19,563
-1,850
| -9% | -$411K | 3.24% | 5 |
|
|
2024
Q4 | $5.36M | Buy |
21,413
+1,124
| +6% | +$281K | 3.86% | 5 |
|
|
2024
Q3 | $4.73M | Buy |
20,289
+1,212
| +6% | +$282K | 3.75% | 5 |
|
|
2024
Q2 | $4.02M | Sell |
19,077
-9,291
| -33% | -$1.96M | 3.8% | 5 |
|
|
2024
Q1 | $4.86M | Buy |
28,368
+10,691
| +60% | +$1.83M | 3.38% | 3 |
|
|
2023
Q4 | $3.4M | Buy |
+17,677
| New | +$3.4M | 3.31% | 4 |
|
|
2022
Q3 | $2.87M | Buy |
20,739
+18
| +0.1% | +$2.49K | 3.79% | 2 |
|
|
2022
Q2 | $2.83M | Buy |
20,721
+894
| +5% | +$122K | 3.49% | 3 |
|
|
2022
Q1 | $3.46M | Sell |
19,827
-4,996
| -20% | -$872K | 3.76% | 3 |
|
|
2021
Q4 | $4.41M | Buy |
+24,823
| New | +$4.41M | 4.16% | 3 |
|
|
2019
Q4 | $1.4M | Buy |
+4,772
| New | +$1.4M | 1.94% | 5 |
|