Mid-American Wealth Advisory Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$964K Sell
4,697
-7,817
-62% -$1.6M 0.46% 29
2025
Q1
$2.78M Buy
12,514
+971
+8% +$216K 1.49% 23
2024
Q4
$2.89M Sell
11,543
-1,256
-10% -$315K 1.7% 19
2024
Q3
$2.98M Sell
12,799
-1,206
-9% -$281K 1.87% 18
2024
Q2
$2.95M Sell
14,005
-188
-1% -$39.6K 1.88% 17
2024
Q1
$2.43M Buy
14,193
+2,967
+26% +$509K 1.64% 18
2023
Q4
$2.16M Sell
11,226
-1,477
-12% -$284K 1.6% 18
2023
Q3
$2.27M Buy
12,703
+6,481
+104% +$1.16M 1.84% 18
2023
Q2
$1.18M Buy
+6,222
New +$1.18M 0.92% 29
2022
Q1
$921K Buy
5,272
+552
+12% +$96.4K 0.72% 40
2021
Q4
$838K Buy
+4,720
New +$838K 0.67% 43