MFG
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Merit Financial Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$151M Buy
735,881
+66,014
+10% +$13.5M 1.68% 10
2025
Q1
$149M Buy
669,867
+57,835
+9% +$12.8M 2.23% 5
2024
Q4
$153M Buy
612,032
+109,741
+22% +$27.5M 2.75% 4
2024
Q3
$117M Sell
502,291
-27,077
-5% -$6.31M 2.62% 7
2024
Q2
$111M Buy
529,368
+4,077
+0.8% +$859K 2.46% 8
2024
Q1
$96.3M Buy
525,291
+147,299
+39% +$27M 2.29% 8
2023
Q4
$72.8M Sell
377,992
-84,685
-18% -$16.3M 2.21% 9
2023
Q3
$79.2M Buy
462,677
+29,303
+7% +$5.02M 2.59% 7
2023
Q2
$84.1M Sell
433,374
-5,056
-1% -$981K 2.72% 7
2023
Q1
$72.3M Sell
438,430
-59,705
-12% -$9.85M 2.63% 6
2022
Q4
$64.7M Buy
498,135
+75,995
+18% +$9.87M 2.34% 8
2022
Q3
$58.3M Sell
422,140
-36,354
-8% -$5.02M 2.53% 8
2022
Q2
$62.7M Buy
458,494
+237,809
+108% +$32.5M 1.94% 11
2022
Q1
$38.5M Buy
220,685
+106,114
+93% +$18.5M 2.32% 6
2021
Q4
$20.3M Sell
114,571
-3,251
-3% -$577K 2% 4
2021
Q3
$16.7M Buy
117,822
+584
+0.5% +$82.6K 1.75% 5
2021
Q2
$16.1M Sell
117,238
-3,849
-3% -$527K 1.51% 6
2021
Q1
$14.8M Buy
121,087
+938
+0.8% +$115K 1.55% 6
2020
Q4
$15.9M Buy
120,149
+24,652
+26% +$3.27M 1.54% 7
2020
Q3
$11.1M Buy
95,497
+73,408
+332% +$8.5M 1.01% 9
2020
Q2
$8.06M Buy
22,089
+654
+3% +$239K 0.8% 10
2020
Q1
$5.45M Buy
21,435
+1,984
+10% +$505K 0.61% 12
2019
Q4
$5.71M Buy
19,451
+8,794
+83% +$2.58M 0.51% 14
2019
Q3
$2.39M Buy
10,657
+106
+1% +$23.7K 0.26% 23
2019
Q2
$2.09M Buy
10,551
+130
+1% +$25.7K 0.24% 17
2019
Q1
$1.98M Buy
10,421
+471
+5% +$89.4K 0.24% 21
2018
Q4
$1.57M Sell
9,950
-237
-2% -$37.4K 0.24% 20
2018
Q3
$2.3M Buy
10,187
+712
+8% +$161K 0.37% 14
2018
Q2
$1.75M Buy
9,475
+1,403
+17% +$260K 0.31% 13
2018
Q1
$1.35M Sell
8,072
-211
-3% -$35.4K 0.27% 15
2017
Q4
$1.4M Buy
+8,283
New +$1.4M 0.3% 15