Mechanics Financial Corp’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12M Sell
58,374
-432
-0.7% -$88.6K 5.09% 3
2025
Q1
$13.1M Sell
58,806
-414
-0.7% -$92K 5.93% 3
2024
Q4
$14.8M Sell
59,220
-195
-0.3% -$48.8K 6.66% 2
2024
Q3
$13.8M Sell
59,415
-4,984
-8% -$1.16M 6.06% 3
2024
Q2
$13.6M Sell
64,399
-1,284
-2% -$270K 6.97% 3
2024
Q1
$11.3M Sell
65,683
-94
-0.1% -$16.1K 5.86% 4
2023
Q4
$12.7M Sell
65,777
-2,633
-4% -$507K 7.13% 4
2023
Q3
$11.7M Sell
68,410
-580
-0.8% -$99.3K 6.44% 4
2023
Q2
$13.4M Sell
68,990
-2,989
-4% -$580K 7.27% 4
2023
Q1
$11.9M Sell
71,979
-400
-0.6% -$66K 6.9% 4
2022
Q4
$9.4M Sell
72,379
-395
-0.5% -$51.3K 5.61% 4
2022
Q3
$10.1M Sell
72,774
-777
-1% -$107K 6.56% 4
2022
Q2
$10.1M Buy
73,551
+75
+0.1% +$10.3K 6.04% 4
2022
Q1
$12.8M Sell
73,476
-590
-0.8% -$103K 6.59% 4
2021
Q4
$13.2M Buy
+74,066
New +$13.2M 6.22% 4