MCM
Mendel Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
25,876
-486
| -2% | -$99.7K | 3.03% | 7 |
|
|
2025
Q1 | $5.86M | Buy |
26,362
+1,061
| +4% | +$236K | 3.54% | 6 |
|
|
2024
Q4 | $6.34M | Buy |
25,301
+95
| +0.4% | +$23.8K | 3.84% | 6 |
|
|
2024
Q3 | $5.87M | Sell |
25,206
-464
| -2% | -$108K | 3.6% | 6 |
|
|
2024
Q2 | $5.41M | Sell |
25,670
-37
| -0.1% | -$7.79K | 3.49% | 6 |
|
|
2024
Q1 | $4.41M | Sell |
25,707
-742
| -3% | -$127K | 2.92% | 8 |
|
|
2023
Q4 | $5.09M | Buy |
26,449
+57
| +0.2% | +$11K | 3.66% | 6 |
|
|
2023
Q3 | $4.52M | Buy |
26,392
+22
| +0.1% | +$3.77K | 3.71% | 5 |
|
|
2023
Q2 | $5.12M | Buy |
26,370
+189
| +0.7% | +$36.7K | 4.09% | 5 |
|
|
2023
Q1 | $4.32M | Buy |
26,181
+1,261
| +5% | +$208K | 3.9% | 6 |
|
|
2022
Q4 | $3.24M | Buy |
24,920
+1,508
| +6% | +$196K | 3.38% | 6 |
|
|
2022
Q3 | $3.24M | Buy |
23,412
+749
| +3% | +$104K | 3.8% | 6 |
|
|
2022
Q2 | $3.1M | Sell |
22,663
-430
| -2% | -$58.8K | 3.47% | 5 |
|
|
2022
Q1 | $4.03M | Sell |
23,093
-61
| -0.3% | -$10.7K | 3.81% | 5 |
|
|
2021
Q4 | $4.11M | Buy |
+23,154
| New | +$4.11M | 3.77% | 5 |
|