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MFA Wealth Services’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
11,463
-327
-3% -$67.1K 1.77% 14
2025
Q1
$2.62M Sell
11,790
-951
-7% -$211K 2.15% 8
2024
Q4
$3.19M Buy
+12,741
New +$3.19M 2.56% 7