Menard Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
12,839
-192
| -1% | -$39.4K | 1.56% | 9 |
|
|
2025
Q1 | $2.59M | Buy |
13,031
+508
| +4% | +$101K | 1.7% | 8 |
|
|
2024
Q4 | $3.14M | Buy |
12,523
+302
| +2% | +$75.6K | 1.88% | 8 |
|
|
2024
Q3 | $2.85M | Buy |
12,221
+48
| +0.4% | +$11.2K | 1.88% | 7 |
|
|
2024
Q2 | $2.56M | Buy |
12,173
+1,438
| +13% | +$303K | 1.83% | 6 |
|
|
2024
Q1 | $1.84M | Sell |
10,735
-2,368
| -18% | -$406K | 1.55% | 13 |
|
|
2023
Q4 | $2.52M | Buy |
13,103
+41
| +0.3% | +$7.89K | 3.13% | 5 |
|
|
2023
Q3 | $2.24M | Buy |
13,062
+2,024
| +18% | +$347K | 3.23% | 6 |
|
|
2023
Q2 | $2.14M | Sell |
11,038
-1,261
| -10% | -$245K | 4.4% | 5 |
|
|
2023
Q1 | $2.03M | Buy |
12,299
+337
| +3% | +$55.6K | 4.69% | 3 |
|
|
2022
Q4 | $1.55M | Sell |
11,962
-3,339
| -22% | -$434K | 3.7% | 5 |
|
|
2022
Q3 | $2.12M | Sell |
15,301
-2,212
| -13% | -$306K | 3.83% | 5 |
|
|
2022
Q2 | $2.39M | Sell |
17,513
-5,127
| -23% | -$701K | 3.92% | 4 |
|
|
2022
Q1 | $3.95M | Sell |
22,640
-4,596
| -17% | -$802K | 3.89% | 4 |
|
|
2021
Q4 | $4.84M | Sell |
27,236
-266
| -1% | -$47.2K | 3.96% | 3 |
|
|
2021
Q3 | $3.89M | Buy |
27,502
+828
| +3% | +$117K | 3.41% | 3 |
|
|
2021
Q2 | $3.65M | Buy |
26,674
+2,151
| +9% | +$295K | 3.46% | 3 |
|
|
2021
Q1 | $3M | Buy |
24,523
+1,051
| +4% | +$128K | 3.22% | 7 |
|
|
2020
Q4 | $3.11M | Buy |
23,472
+511
| +2% | +$67.8K | 3.35% | 4 |
|
|
2020
Q3 | $2.66M | Buy |
22,961
+8,065
| +54% | +$934K | 3.08% | 6 |
|
|
2020
Q2 | $1.36M | Buy |
14,896
+8,328
| +127% | +$760K | 1.7% | 11 |
|
|
2020
Q1 | $418K | Sell |
6,568
-6,748
| -51% | -$429K | 1.38% | 17 |
|
|
2019
Q4 | $978K | Buy |
+13,316
| New | +$978K | 0.94% | 31 |
|