Mendota 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 | $236K | Sell |
1,148
-116
| -9% | -$23.8K | 0.22% | 24 |
|
|
2025
Q1 | $281K | Sell |
1,264
-464
| -27% | -$103K | 0.3% | 19 |
|
|
2024
Q4 | $433K | Sell |
1,728
-583
| -25% | -$146K | 0.28% | 26 |
|
|
2024
Q3 | $538K | Buy |
2,311
+85
| +4% | +$19.8K | 0.26% | 30 |
|
|
2024
Q2 | $469K | Sell |
2,226
-25
| -1% | -$5.27K | 0.25% | 34 |
|
|
2024
Q1 | $386K | Sell |
2,251
-493
| -18% | -$84.5K | 0.23% | 44 |
|
|
2023
Q4 | $528K | Buy |
2,744
+1,479
| +117% | +$285K | 0.41% | 38 |
|
|
2023
Q3 | $217K | Sell |
1,265
-518
| -29% | -$88.7K | 0.23% | 33 |
|
|
2023
Q2 | $346K | Buy |
1,783
+1,239
| +228% | +$240K | 0.39% | 29 |
|
|
2023
Q1 | $95K | Sell |
544
-1,239
| -69% | -$216K | 0.09% | 97 |
|
|
2022
Q4 | $232K | Buy |
+1,783
| New | +$232K | 0.3% | 30 |
|