MWA
Mills Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
1,116
+32
| +3% | +$6.57K | 0.11% | 61 |
|
|
2025
Q1 | $241K | Sell |
1,084
-81
| -7% | -$18K | 0.13% | 56 |
|
|
2024
Q4 | $292K | Buy |
1,165
+106
| +10% | +$26.5K | 0.17% | 45 |
|
|
2024
Q3 | $247K | Hold |
1,059
| – | – | 0.17% | 47 |
|
|
2024
Q2 | $223K | Buy |
+1,059
| New | +$223K | 0.16% | 48 |
|