MAP
Milestone Advisory Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.64M | Buy |
15,413
+1
| +0% | +$171 | 2.19% | 18 |
|
|
2023
Q2 | $2.99M | Sell |
15,412
-244
| -2% | -$47.3K | 2.71% | 11 |
|
|
2023
Q1 | $2.58M | Sell |
15,656
-825
| -5% | -$136K | 2.38% | 15 |
|
|
2022
Q4 | $2.14M | Sell |
16,481
-824
| -5% | -$107K | 1.59% | 16 |
|
|
2022
Q3 | $2.39M | Sell |
17,305
-250
| -1% | -$34.6K | 1.79% | 14 |
|
|
2022
Q2 | $2.44M | Sell |
17,555
-22
| -0.1% | -$3.06K | 1.98% | 14 |
|
|
2022
Q1 | $3.07M | Buy |
17,577
+5,447
| +45% | +$951K | 1.66% | 19 |
|
|
2021
Q4 | $2.15M | Buy |
12,130
+310
| +3% | +$55K | 1.09% | 26 |
|
|
2021
Q3 | $1.67M | Sell |
11,820
-344
| -3% | -$48.7K | 0.98% | 29 |
|
|
2021
Q2 | $1.67M | Buy |
12,164
+5
| +0% | +$685 | 0.88% | 29 |
|
|
2021
Q1 | $1.49M | Sell |
12,159
-777
| -6% | -$94.9K | 0.79% | 27 |
|
|
2020
Q4 | $1.72M | Sell |
12,936
-481
| -4% | -$63.8K | 0.98% | 28 |
|
|
2020
Q3 | $1.55M | Buy |
13,417
+10,092
| +304% | +$1.17M | 0.97% | 24 |
|
|
2020
Q2 | $1.21M | Sell |
3,325
-100
| -3% | -$36.5K | 0.71% | 23 |
|
|
2020
Q1 | $871K | Sell |
3,425
-401
| -10% | -$102K | 0.6% | 18 |
|
|
2019
Q4 | $1.12M | Hold |
3,826
| – | – | 0.59% | 24 |
|
|
2019
Q3 | $857K | Sell |
3,826
-10
| -0.3% | -$2.24K | 0.48% | 28 |
|
|
2019
Q2 | $759K | Buy |
3,836
+32
| +0.8% | +$6.33K | 0.46% | 28 |
|
|
2019
Q1 | $723K | Buy |
3,804
+14
| +0.4% | +$2.66K | 0.47% | 28 |
|
|
2018
Q4 | $592K | Sell |
3,790
-30
| -0.8% | -$4.69K | 0.51% | 25 |
|
|
2018
Q3 | $862K | Sell |
3,820
-1,005
| -21% | -$227K | 0.61% | 26 |
|
|
2018
Q2 | $893K | Hold |
4,825
| – | – | 0.66% | 26 |
|
|
2018
Q1 | $810K | Sell |
4,825
-891
| -16% | -$150K | 0.61% | 24 |
|
|
2017
Q4 | $967K | Buy |
+5,716
| New | +$967K | 0.72% | 25 |
|