Midwest Heritage Bank’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
1,144
-40
| -3% | -$8.21K | 0.09% | 52 |
|
|
2025
Q1 | $263K | Buy |
1,184
+29
| +3% | +$6.44K | 0.11% | 49 |
|
|
2024
Q4 | $289K | Sell |
1,155
-5
| -0.4% | -$1.25K | 0.13% | 45 |
|
|
2024
Q3 | $270K | Sell |
1,160
-335
| -22% | -$78K | 0.13% | 47 |
|
|
2024
Q2 | $315K | Buy |
+1,495
| New | +$315K | 0.16% | 41 |
|
|
2024
Q1 | – | Sell |
-1,239
| Closed | -$238K | – | 55 |
|
|
2023
Q4 | $238K | Sell |
1,239
-11
| -0.9% | -$2.12K | 0.16% | 48 |
|
|
2023
Q3 | $214K | Hold |
1,250
| – | – | 0.16% | 47 |
|
|
2023
Q2 | $242K | Buy |
+1,250
| New | +$242K | 0.18% | 45 |
|
|
2022
Q2 | – | Sell |
-1,233
| Closed | -$215K | – | 67 |
|
|
2022
Q1 | $215K | Buy |
+1,233
| New | +$215K | 0.17% | 60 |
|