Mezzasalma 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 | $17.9M | Sell |
87,105
-224
| -0.3% | -$46K | 5.37% | 4 |
|
|
2025
Q1 | $19.4M | Sell |
87,329
-876
| -1% | -$195K | 6.7% | 2 |
|
|
2024
Q4 | $22.1M | Buy |
88,205
+5,976
| +7% | +$1.5M | 7.12% | 3 |
|
|
2024
Q3 | $19.2M | Buy |
82,229
+217
| +0.3% | +$50.6K | 7.55% | 3 |
|
|
2024
Q2 | $17.3M | Sell |
82,012
-3,309
| -4% | -$697K | 7.41% | 2 |
|
|
2024
Q1 | $14.6M | Sell |
85,321
-565
| -0.7% | -$96.9K | 6.92% | 3 |
|
|
2023
Q4 | $16.5M | Sell |
85,886
-284
| -0.3% | -$54.7K | 9.02% | 2 |
|
|
2023
Q3 | $14.8M | Buy |
86,170
+1,149
| +1% | +$197K | 9.1% | 2 |
|
|
2023
Q2 | $16.5M | Buy |
85,021
+996
| +1% | +$193K | 10% | 2 |
|
|
2023
Q1 | $13.9M | Sell |
84,025
-509
| -0.6% | -$83.9K | 9.8% | 2 |
|
|
2022
Q4 | $11M | Buy |
84,534
+4,893
| +6% | +$636K | 9.58% | 2 |
|
|
2022
Q3 | $11M | Buy |
79,641
+860
| +1% | +$119K | 8.75% | 2 |
|
|
2022
Q2 | $10.8M | Buy |
78,781
+5,883
| +8% | +$804K | 9.1% | 2 |
|
|
2022
Q1 | $12.7M | Sell |
72,898
-1,112
| -2% | -$194K | 7.93% | 2 |
|
|
2021
Q4 | $13.1M | Buy |
74,010
+2,670
| +4% | +$474K | 7.05% | 2 |
|
|
2021
Q3 | $10.1M | Buy |
71,340
+4,050
| +6% | +$573K | 5.67% | 3 |
|
|
2021
Q2 | $9.22M | Buy |
67,290
+76
| +0.1% | +$10.4K | 5.08% | 3 |
|
|
2021
Q1 | $8.21M | Buy |
67,214
+5,285
| +9% | +$646K | 5.26% | 3 |
|
|
2020
Q4 | $8.22M | Buy |
+61,929
| New | +$8.22M | 5.26% | 2 |
|