MWM
Melfa Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Sell |
20,149
-4,250
| -17% | -$872K | 2.61% | 6 |
|
|
2025
Q1 | $5.42M | Sell |
24,399
-47
| -0.2% | -$10.4K | 3.66% | 2 |
|
|
2024
Q4 | $6.12M | Buy |
24,446
+727
| +3% | +$182K | 4.09% | 2 |
|
|
2024
Q3 | $5.53M | Sell |
23,719
-615
| -3% | -$143K | 3.65% | 2 |
|
|
2024
Q2 | $5.13M | Sell |
24,334
-368
| -1% | -$77.5K | 3.58% | 2 |
|
|
2024
Q1 | $4.24M | Buy |
24,702
+3,157
| +15% | +$541K | 3.06% | 5 |
|
|
2023
Q4 | $4.15M | Sell |
21,545
-262
| -1% | -$50.4K | 3.91% | 5 |
|
|
2023
Q3 | $3.73M | Sell |
21,807
-290
| -1% | -$49.7K | 4.06% | 5 |
|
|
2023
Q2 | $4.29M | Buy |
22,097
+43
| +0.2% | +$8.34K | 4.34% | 3 |
|
|
2023
Q1 | $3.64M | Buy |
22,054
+14
| +0.1% | +$2.31K | 3.63% | 5 |
|
|
2022
Q4 | $2.86M | Buy |
+22,040
| New | +$2.86M | 2.99% | 4 |
|