MWPCG
Measured Wealth Private Client Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
19,692
+394
| +2% | +$80.8K | 1.21% | 18 |
|
|
2025
Q1 | $4.29M | Sell |
19,298
-1,965
| -9% | -$436K | 1.38% | 16 |
|
|
2024
Q4 | $5.32M | Sell |
21,263
-55
| -0.3% | -$13.8K | 1.72% | 13 |
|
|
2024
Q3 | $4.97M | Sell |
21,318
-2,010
| -9% | -$468K | 1.66% | 12 |
|
|
2024
Q2 | $4.91M | Sell |
23,328
-39
| -0.2% | -$8.21K | 1.73% | 9 |
|
|
2024
Q1 | $4.01M | Sell |
23,367
-4,311
| -16% | -$739K | 1.4% | 14 |
|
|
2023
Q4 | $5.33M | Buy |
27,678
+44
| +0.2% | +$8.47K | 1.96% | 11 |
|
|
2023
Q3 | $4.73M | Sell |
27,634
-1,254
| -4% | -$215K | 1.9% | 11 |
|
|
2023
Q2 | $5.6M | Sell |
28,888
-399
| -1% | -$77.4K | 2.13% | 11 |
|
|
2023
Q1 | $4.83M | Sell |
29,287
-3,512
| -11% | -$579K | 1.86% | 11 |
|
|
2022
Q4 | $4.26M | Sell |
32,799
-1,112
| -3% | -$144K | 1.75% | 11 |
|
|
2022
Q3 | $4.69M | Sell |
33,911
-1,952
| -5% | -$270K | 2.07% | 10 |
|
|
2022
Q2 | $4.9M | Buy |
35,863
+607
| +2% | +$83K | 2.16% | 8 |
|
|
2022
Q1 | $6.16M | Sell |
35,256
-487
| -1% | -$85K | 2.26% | 8 |
|
|
2021
Q4 | $6.35M | Sell |
35,743
-569
| -2% | -$101K | 2.24% | 8 |
|
|
2021
Q3 | $5.14M | Sell |
36,312
-1,312
| -3% | -$186K | 1.98% | 9 |
|
|
2021
Q2 | $5.15M | Buy |
37,624
+412
| +1% | +$56.4K | 1.64% | 10 |
|
|
2021
Q1 | $4.55M | Buy |
37,212
+137
| +0.4% | +$16.7K | 1.61% | 11 |
|
|
2020
Q4 | $4.92M | Sell |
37,075
-71
| -0.2% | -$9.42K | 2.05% | 8 |
|
|
2020
Q3 | $4.3M | Buy |
37,146
+30,150
| +431% | +$3.49M | 2.08% | 8 |
|
|
2020
Q2 | $2.55M | Buy |
6,996
+689
| +11% | +$251K | 1.49% | 9 |
|
|
2020
Q1 | $1.6M | Sell |
6,307
-932
| -13% | -$237K | 1.25% | 14 |
|
|
2019
Q4 | $2.13M | Sell |
7,239
-4,416
| -38% | -$1.3M | 1.42% | 12 |
|
|
2019
Q3 | $2.61M | Buy |
11,655
+2,355
| +25% | +$527K | 1.69% | 13 |
|
|
2019
Q2 | $1.65M | Buy |
9,300
+1,934
| +26% | +$343K | 0.95% | 18 |
|
|
2019
Q1 | $1.4M | Buy |
7,366
+66
| +0.9% | +$12.5K | 0.86% | 21 |
|
|
2018
Q4 | $1.15M | Buy |
7,300
+235
| +3% | +$37.1K | 1.04% | 21 |
|
|
2018
Q3 | $1.59M | Sell |
7,065
-199
| -3% | -$44.9K | 0.96% | 14 |
|
|
2018
Q2 | $1.24M | Buy |
+7,264
| New | +$1.24M | 1.01% | 18 |
|
|
2017
Q3 | $453K | Buy |
+2,940
| New | +$453K | 0.62% | 28 |
|