MWA
Midland Wealth Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.2M | Buy |
64,417
+11,102
| +21% | +$2.28M | 0.73% | 15 |
|
2025
Q1 | $11.8M | Sell |
53,315
-2,192
| -4% | -$487K | 0.7% | 14 |
|
2024
Q4 | $13.9M | Sell |
55,507
-3,416
| -6% | -$855K | 0.84% | 14 |
|
2024
Q3 | $13.7M | Sell |
58,923
-3,601
| -6% | -$839K | 0.8% | 15 |
|
2024
Q2 | $13.2M | Sell |
62,524
-635
| -1% | -$134K | 0.78% | 16 |
|
2024
Q1 | $10.8M | Buy |
63,159
+13,546
| +27% | +$2.32M | 0.67% | 15 |
|
2023
Q4 | $9.55M | Buy |
+49,613
| New | +$9.55M | 0.65% | 14 |
|