MGO Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
19,777
-1,684
| -8% | -$346K | 2.6% | 10 |
|
|
2025
Q1 | $4.77M | Sell |
21,461
-1,861
| -8% | -$413K | 3.36% | 9 |
|
|
2024
Q4 | $5.84M | Sell |
23,322
-787
| -3% | -$197K | 4.16% | 7 |
|
|
2024
Q3 | $5.62M | Sell |
24,109
-2,089
| -8% | -$487K | 4% | 8 |
|
|
2024
Q2 | $5.52M | Sell |
26,198
-546
| -2% | -$115K | 3.47% | 9 |
|
|
2024
Q1 | $4.59M | Buy |
26,744
+309
| +1% | +$53K | 2.88% | 12 |
|
|
2023
Q4 | $5.09M | Sell |
26,435
-580
| -2% | -$112K | 3.5% | 11 |
|
|
2023
Q3 | $4.63M | Sell |
27,015
-30
| -0.1% | -$5.14K | 3.45% | 11 |
|
|
2023
Q2 | $5.25M | Sell |
27,045
-983
| -4% | -$191K | 3.95% | 6 |
|
|
2023
Q1 | $4.62M | Sell |
28,028
-10,224
| -27% | -$1.69M | 3.62% | 7 |
|
|
2022
Q4 | $4.97M | Sell |
38,252
-1,125
| -3% | -$146K | 2.27% | 11 |
|
|
2022
Q3 | $5.44M | Buy |
+39,377
| New | +$5.44M | 2.59% | 10 |
|