Meridian Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
97,252
+1,248
| +1% | +$256K | 3.15% | 7 |
|
|
2025
Q1 | $21.3M | Sell |
96,004
-1,550
| -2% | -$344K | 3.62% | 5 |
|
|
2024
Q4 | $24.4M | Buy |
97,554
+1,185
| +1% | +$297K | 4.03% | 4 |
|
|
2024
Q3 | $22.5M | Sell |
96,369
-3,268
| -3% | -$761K | 3.75% | 5 |
|
|
2024
Q2 | $21M | Sell |
99,637
-4,181
| -4% | -$881K | 3.74% | 5 |
|
|
2024
Q1 | $17.8M | Buy |
103,818
+229
| +0.2% | +$39.3K | 3.34% | 5 |
|
|
2023
Q4 | $19.9M | Sell |
103,589
-174
| -0.2% | -$33.5K | 4.37% | 4 |
|
|
2023
Q3 | $17.8M | Buy |
103,763
+1,201
| +1% | +$206K | 4.44% | 3 |
|
|
2023
Q2 | $19.9M | Sell |
102,562
-12,114
| -11% | -$2.35M | 4.81% | 3 |
|
|
2023
Q1 | $18.9M | Sell |
114,676
-597
| -0.5% | -$98.4K | 4.73% | 3 |
|
|
2022
Q4 | $15M | Sell |
115,273
-2,663
| -2% | -$346K | 3.86% | 3 |
|
|
2022
Q3 | $16.3M | Sell |
117,936
-1,512
| -1% | -$209K | 4.59% | 4 |
|
|
2022
Q2 | $16.3M | Sell |
119,448
-11,536
| -9% | -$1.58M | 4.34% | 3 |
|
|
2022
Q1 | $22.9M | Buy |
130,984
+520
| +0.4% | +$90.8K | 5.3% | 3 |
|
|
2021
Q4 | $23.2M | Buy |
130,464
+1,090
| +0.8% | +$194K | 5.63% | 2 |
|
|
2021
Q3 | $18.3M | Buy |
129,374
+1,176
| +0.9% | +$166K | 5.1% | 3 |
|
|
2021
Q2 | $17.6M | Buy |
128,198
+9,979
| +8% | +$1.37M | 4.97% | 3 |
|
|
2021
Q1 | $14.4M | Sell |
118,219
-882
| -0.7% | -$108K | 4.8% | 3 |
|
|
2020
Q4 | $15.8M | Buy |
119,101
+21,543
| +22% | +$2.86M | 5.77% | 2 |
|
|
2020
Q3 | $11.3M | Buy |
97,558
+32,802
| +51% | +$3.8M | 4.86% | 3 |
|
|
2020
Q2 | $5.91M | Sell |
64,756
-15,020
| -19% | -$1.37M | 2.73% | 7 |
|
|
2020
Q1 | $5.07M | Sell |
79,776
-72,040
| -47% | -$4.58M | 2.8% | 7 |
|
|
2019
Q4 | $11.1M | Sell |
151,816
-35,348
| -19% | -$2.59M | 4.39% | 3 |
|
|
2019
Q3 | $10.5M | Buy |
187,164
+132,268
| +241% | +$7.41M | 4.48% | 3 |
|
|
2019
Q2 | $2.78M | Buy |
54,896
+616
| +1% | +$31.2K | 1.94% | 9 |
|
|
2019
Q1 | $2.58M | Buy |
54,280
+1,408
| +3% | +$66.9K | 1.88% | 9 |
|
|
2018
Q4 | $2.09M | Buy |
+52,872
| New | +$2.09M | 1.6% | 9 |
|