Meridian Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
7,719
-833
| -10% | -$171K | 1.02% | 27 |
|
|
2025
Q1 | $1.9M | Sell |
8,552
-118
| -1% | -$26.2K | 1.33% | 19 |
|
|
2024
Q4 | $2.17M | Sell |
8,670
-246
| -3% | -$61.6K | 1.5% | 17 |
|
|
2024
Q3 | $2.08M | Sell |
8,916
-373
| -4% | -$86.9K | 1.39% | 18 |
|
|
2024
Q2 | $1.96M | Sell |
9,289
-64
| -0.7% | -$13.5K | 1.42% | 18 |
|
|
2024
Q1 | $1.6M | Sell |
9,353
-19
| -0.2% | -$3.26K | 1.2% | 21 |
|
|
2023
Q4 | $1.8M | Buy |
9,372
+390
| +4% | +$75.1K | 1.42% | 19 |
|
|
2023
Q3 | $1.54M | Sell |
8,982
-210
| -2% | -$36K | 1.43% | 22 |
|
|
2023
Q2 | $1.78M | Sell |
9,192
-10
| -0.1% | -$1.94K | 1.61% | 17 |
|
|
2023
Q1 | $1.52M | Sell |
9,202
-587
| -6% | -$96.8K | 1.47% | 19 |
|
|
2022
Q4 | $1.27M | Sell |
9,789
-80
| -0.8% | -$10.4K | 1.34% | 20 |
|
|
2022
Q3 | $1.36M | Buy |
9,869
+2,118
| +27% | +$293K | 1.59% | 17 |
|
|
2022
Q2 | $1.06M | Sell |
7,751
-200
| -3% | -$27.3K | 1.19% | 23 |
|
|
2022
Q1 | $1.39M | Sell |
7,951
-40
| -0.5% | -$6.99K | 1.44% | 17 |
|
|
2021
Q4 | $1.42M | Buy |
+7,991
| New | +$1.42M | 1.32% | 20 |
|