Meridian Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.4M | Buy |
391,878
+346
| +0.1% | +$71K | 3.43% | 3 |
|
|
2025
Q1 | $87M | Buy |
391,532
+33,230
| +9% | +$7.38M | 4.21% | 2 |
|
|
2024
Q4 | $89.7M | Sell |
358,302
-3,795
| -1% | -$950K | 4.24% | 2 |
|
|
2024
Q3 | $84.4M | Buy |
+362,097
| New | +$84.4M | 4.15% | 2 |
|
|
2024
Q2 | – | Sell |
-386,380
| Closed | -$66.3M | – | 291 |
|
|
2024
Q1 | $66.3M | Buy |
386,380
+5,184
| +1% | +$890K | 11.04% | 2 |
|
|
2023
Q4 | $73.4M | Sell |
381,196
-319,640
| -46% | -$61.5M | 4.69% | 1 |
|
|
2023
Q3 | $120M | Buy |
700,836
+353,801
| +102% | +$60.6M | 7.36% | 1 |
|
|
2023
Q2 | $67.3M | Buy |
347,035
+3,829
| +1% | +$743K | 5.67% | 2 |
|
|
2023
Q1 | $56.6M | Buy |
343,206
+17,133
| +5% | +$2.83M | 4.94% | 2 |
|
|
2022
Q4 | $42.4M | Sell |
326,073
-1,707
| -0.5% | -$222K | 4.15% | 2 |
|
|
2022
Q3 | $45.3M | Sell |
327,780
-39,475
| -11% | -$5.46M | 4.87% | 2 |
|
|
2022
Q2 | $50.2M | Buy |
367,255
+90,455
| +33% | +$12.4M | 4.11% | 2 |
|
|
2022
Q1 | $48.3M | Sell |
276,800
-1,191
| -0.4% | -$208K | 5.28% | 2 |
|
|
2021
Q4 | $49.4M | Buy |
277,991
+4,162
| +2% | +$739K | 5.27% | 3 |
|
|
2021
Q3 | $38.7M | Buy |
273,829
+4,490
| +2% | +$635K | 4.78% | 3 |
|
|
2021
Q2 | $36.9M | Buy |
269,339
+8,331
| +3% | +$1.14M | 4.7% | 3 |
|
|
2021
Q1 | $31.9M | Buy |
261,008
+3,368
| +1% | +$411K | 4.64% | 3 |
|
|
2020
Q4 | $34.2M | Buy |
257,640
+47,527
| +23% | +$6.31M | 5.43% | 3 |
|
|
2020
Q3 | $24.3M | Buy |
210,113
+49,865
| +31% | +$5.77M | 5.97% | 3 |
|
|
2020
Q2 | $14.6M | Buy |
160,248
+22,920
| +17% | +$2.09M | 4.89% | 4 |
|
|
2020
Q1 | $8.73M | Buy |
137,328
+38,708
| +39% | +$2.46M | 3.87% | 5 |
|
|
2019
Q4 | $7.24M | Sell |
98,620
-88,184
| -47% | -$6.47M | 3.48% | 5 |
|
|
2019
Q3 | $10.5M | Buy |
186,804
+5,504
| +3% | +$308K | 4.92% | 4 |
|
|
2019
Q2 | $89.7K | Buy |
181,300
+22,336
| +14% | +$11.1K | 3.63% | 6 |
|
|
2019
Q1 | $7.55M | Buy |
158,964
+67,732
| +74% | +$3.22M | 3.44% | 6 |
|
|
2018
Q4 | $3.6M | Buy |
91,232
+19,816
| +28% | +$782K | 2.12% | 12 |
|
|
2018
Q3 | $4.03M | Buy |
71,416
+1,256
| +2% | +$70.9K | 1.73% | 16 |
|
|
2018
Q2 | $3.22M | Sell |
70,160
-8,876
| -11% | -$407K | 1.51% | 20 |
|
|
2018
Q1 | $3.32M | Buy |
79,036
+8,152
| +12% | +$342K | 1.65% | 17 |
|
|
2017
Q4 | $2.85M | Buy |
70,884
+3,132
| +5% | +$126K | 1.75% | 13 |
|
|
2017
Q3 | $2.61M | Buy |
67,752
+4,904
| +8% | +$189K | 1.65% | 14 |
|
|
2017
Q2 | $2.26M | Sell |
62,848
-1,824
| -3% | -$65.7K | 1.43% | 16 |
|
|
2017
Q1 | $2.32M | Buy |
64,672
+13,452
| +26% | +$483K | 1.39% | 18 |
|
|
2016
Q4 | $1.5M | Buy |
+51,220
| New | +$1.5M | 1.19% | 20 |
|