MWA
MFA Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Sell |
33,580
-2,533
| -7% | -$520K | 1.62% | 19 |
|
|
2025
Q1 | $8.02M | Buy |
36,113
+1,680
| +5% | +$373K | 1.99% | 15 |
|
|
2024
Q4 | $8.62M | Buy |
34,433
+1,637
| +5% | +$410K | 2.21% | 13 |
|
|
2024
Q3 | $7.64M | Sell |
32,796
-18,067
| -36% | -$4.21M | 1.67% | 19 |
|
|
2024
Q2 | $10.7M | Buy |
50,863
+96
| +0.2% | +$20.2K | 2.34% | 14 |
|
|
2024
Q1 | $8.71M | Buy |
50,767
+1,152
| +2% | +$198K | 2.29% | 14 |
|
|
2023
Q4 | $9.55M | Buy |
49,615
+53
| +0.1% | +$10.2K | 2.69% | 12 |
|
|
2023
Q3 | $8.49M | Sell |
49,562
-1,117
| -2% | -$191K | 2.63% | 13 |
|
|
2023
Q2 | $9.83M | Sell |
50,679
-3,309
| -6% | -$642K | 3.09% | 13 |
|
|
2023
Q1 | $8.9M | Buy |
53,988
+80
| +0.1% | +$13.2K | 2.93% | 12 |
|
|
2022
Q4 | $7M | Sell |
53,908
-1,289
| -2% | -$167K | 2.54% | 13 |
|
|
2022
Q3 | $7.63M | Buy |
55,197
+3,287
| +6% | +$454K | 2.83% | 13 |
|
|
2022
Q2 | $7.1M | Buy |
51,910
+624
| +1% | +$85.3K | 2.59% | 13 |
|
|
2022
Q1 | $8.96M | Sell |
51,286
-6,956
| -12% | -$1.21M | 2.86% | 14 |
|
|
2021
Q4 | $10.3M | Sell |
58,242
-642
| -1% | -$114K | 4.38% | 5 |
|
|
2021
Q3 | $8.33M | Buy |
58,884
+698
| +1% | +$98.8K | 3.83% | 10 |
|
|
2021
Q2 | $7.97M | Sell |
58,186
-2,996
| -5% | -$410K | 3.6% | 10 |
|
|
2021
Q1 | $7.43M | Buy |
61,182
+7,035
| +13% | +$854K | 3.6% | 7 |
|
|
2020
Q4 | $7.19M | Buy |
54,147
+1,523
| +3% | +$202K | 6.4% | 5 |
|
|
2020
Q3 | $6.09M | Buy |
52,624
+38,974
| +286% | +$4.51M | 6.48% | 4 |
|
|
2020
Q2 | $4.98M | Sell |
13,650
-2,304
| -14% | -$841K | 3.22% | 11 |
|
|
2020
Q1 | $4.08M | Buy |
15,954
+12,131
| +317% | +$3.1M | 3.96% | 10 |
|
|
2019
Q4 | $1.12M | Buy |
3,823
+139
| +4% | +$40.9K | 0.82% | 20 |
|
|
2019
Q3 | $825K | Buy |
3,684
+1,011
| +38% | +$226K | 0.67% | 25 |
|
|
2019
Q2 | $529K | Buy |
2,673
+259
| +11% | +$51.3K | 0.4% | 30 |
|
|
2019
Q1 | $458K | Buy |
2,414
+1,071
| +80% | +$203K | 0.3% | 44 |
|
|
2018
Q4 | $212K | Sell |
1,343
-4,867
| -78% | -$768K | 0.21% | 38 |
|
|
2018
Q3 | $1.19M | Buy |
6,210
+10
| +0.2% | +$1.92K | 0.89% | 25 |
|
|
2018
Q2 | $1.3M | Buy |
6,200
+37
| +0.6% | +$7.73K | 0.85% | 23 |
|
|
2018
Q1 | $1.14M | Sell |
6,163
-298
| -5% | -$55K | 0.86% | 24 |
|
|
2017
Q4 | $1.07M | Buy |
+6,461
| New | +$1.07M | 0.73% | 26 |
|