Meridian Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Buy |
40,169
+704
| +2% | +$144K | 1.19% | 20 |
|
|
2025
Q1 | $8.77M | Sell |
39,465
-5,093
| -11% | -$1.13M | 1.4% | 18 |
|
|
2024
Q4 | $11.2M | Buy |
44,558
+8,827
| +25% | +$2.21M | 1.69% | 16 |
|
|
2024
Q3 | $8.33M | Sell |
35,731
-3,504
| -9% | -$816K | 1.29% | 19 |
|
|
2024
Q2 | $8.26M | Buy |
39,235
+930
| +2% | +$196K | 1.46% | 15 |
|
|
2024
Q1 | $6.57M | Buy |
38,305
+6,126
| +19% | +$1.05M | 1.19% | 17 |
|
|
2023
Q4 | $6.2M | Buy |
32,179
+104
| +0.3% | +$20K | 1.18% | 17 |
|
|
2023
Q3 | $5.49M | Buy |
32,075
+1,070
| +3% | +$183K | 1.14% | 17 |
|
|
2023
Q2 | $6.01M | Buy |
31,005
+2,369
| +8% | +$460K | 1.23% | 16 |
|
|
2023
Q1 | $4.72M | Sell |
28,636
-1,477
| -5% | -$244K | 1.03% | 17 |
|
|
2022
Q4 | $3.91M | Buy |
30,113
+726
| +2% | +$94.3K | 0.91% | 16 |
|
|
2022
Q3 | $4.06M | Buy |
29,387
+426
| +1% | +$58.9K | 1.02% | 16 |
|
|
2022
Q2 | $3.96M | Sell |
28,961
-959
| -3% | -$131K | 0.94% | 17 |
|
|
2022
Q1 | $5.22M | Buy |
29,920
+587
| +2% | +$102K | 1.1% | 16 |
|
|
2021
Q4 | $5.21M | Buy |
29,333
+3,025
| +11% | +$537K | 1.04% | 19 |
|
|
2021
Q3 | $3.72M | Sell |
26,308
-355
| -1% | -$50.2K | 0.81% | 20 |
|
|
2021
Q2 | $3.65M | Sell |
26,663
-62
| -0.2% | -$8.49K | 0.85% | 18 |
|
|
2021
Q1 | $3.27M | Buy |
26,725
+3,434
| +15% | +$420K | 0.98% | 17 |
|
|
2020
Q4 | $3.09M | Buy |
23,291
+808
| +4% | +$107K | 1.28% | 13 |
|
|
2020
Q3 | $2.6M | Buy |
22,483
+939
| +4% | +$109K | 1.31% | 12 |
|
|
2020
Q2 | $1.97M | Sell |
21,544
-284
| -1% | -$25.9K | 1.06% | 14 |
|
|
2020
Q1 | $1.39M | Buy |
21,828
+1,680
| +8% | +$107K | 0.83% | 17 |
|
|
2019
Q4 | $1.48M | Buy |
+20,148
| New | +$1.48M | 0.92% | 14 |
|